Marcho Partners’s Global E Online GLBE Stock Holding History

Marcho Partners’s Portfolio GLBE Stock Details GLBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-664,642	Closed	-$24.2M	–	13
2024 Q1	$24.2M	Sell	664,642 -7,138	-1%	-$265K	7.11%	9
2023 Q4	$26.6M	Sell	671,780 -36,990	-5%	-$1.33M	9.12%	8
2023 Q3	$28.2M	Sell	708,770 -79,506	-10%	-$3.2M	8.74%	6
2023 Q2	$32.3M	Sell	788,276 -65,700	-8%	-$2.16M	7.37%	9
2023 Q1	$27.5M	Buy	+853,976	New	+$23.4M	6.51%	8

Other funds holding GLBE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Marcho Partners's GLBE Position: Q2 2024 in Review

Marcho Partners sold out of Global E Online (GLBE) in Q2 2024, closing a stake of 664,642 shares — an estimated $24.2M sold.

Marcho Partners first reported a position in GLBE in Q1 2023 and held it in 5 quarters. The position peaked at $32.3M in Q2 2023. 226 funds tracked by Wall St. Rank hold GLBE as of Q2 2024.

Marcho Partners reported no remaining Global E Online position as of Q2 2024 after selling out during the quarter.
Marcho Partners sold 664,642 Global E Online shares in Q2 2024, an estimated $24.2M.
Marcho Partners first reported a position in Global E Online in Q1 2023 and held it in 5 quarters.
Marcho Partners's Global E Online position peaked at $32.3M in Q2 2023.
226 funds tracked by Wall St. Rank held Global E Online as of Q2 2024.

Based on Marcho Partners's 13F filing for Q2 2024, filed 14 Aug 2024.