MP
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Marcho Partners’s Spotify SPOT Stock Holding History

Marcho Partners’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-37,198
Closed -$20.5M – 11
2025
Q1 		$20.5M Sell
37,198
-6,830
-16% -$3.82M 7.52% 8
2024
Q4 		$19.7M Sell
44,028
-14,370
-25% -$6.15M 5.29% 9
2024
Q3 		$21.5M Sell
58,398
-35,432
-38% -$11.8M 5.74% 10
2024
Q2 		$29.4M Sell
93,830
-66,166
-41% -$19.9M 7.7% 8
2024
Q1 		$42.2M Sell
159,996
-39,263
-20% -$9.22M 12.42% 3
2023
Q4 		$37.4M Sell
199,259
-70,387
-26% -$12.3M 12.82% 3
2023
Q3 		$41.7M Buy
269,646
+16,200
+6% +$2.47M 12.94% 3
2023
Q2 		$40.7M Sell
253,446
-81,700
-24% -$11.8M 9.29% 5
2023
Q1 		$44.8M Sell
335,146
-238,338
-42% -$27.3M 10.59% 4
2022
Q4 		$45.3M Buy
573,484
+53,451
+10% +$4.31M 10.65% 6
2022
Q3 		$44.9M Buy
520,033
+110,417
+27% +$11.8M 10.11% 5
2022
Q2 		$38.4M Sell
409,616
-106,322
-21% -$12M 9.22% 6
2022
Q1 		$77.9M Buy
515,938
+49,654
+11% +$8.47M 9.47% 4
2021
Q4 		$109M Buy
466,284
+22,500
+5% +$5.63M 7.89% 6
2021
Q3 		$100M Buy
443,784
+88,689
+25% +$20.9M 6.28% 9
2021
Q2 		$97.9M Buy
355,095
+79,545
+29% +$20.2M 6.55% 9
2021
Q1 		$73.8M Buy
275,550
+54,550
+25% +$17M 6.13% 6
2020
Q4 		$69.5M Buy
221,000
+39,850
+22% +$11.2M 6.26% 7
2020
Q3 		$43.9M Buy
181,150
+52,250
+41% +$13.5M 8.43% 6
2020
Q2 		$33.3M Buy
128,900
+32,900
+34% +$5.64M 20.03% 3
2020
Q1 		$11.7M Buy
96,000
+10,000
+12% +$1.42M 5.1% 6
2019
Q4 		$12.9M Buy
+86,000
New +$11.8M 8.79% 6

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marcho Partners's SPOT Position: Q2 2025 in Review

Marcho Partners sold out of Spotify (SPOT) in Q2 2025, closing a stake of 37,198 shares — an estimated $20.5M sold.

Marcho Partners first reported a position in SPOT in Q4 2019 and held it in 22 quarters. The position peaked at $109M in Q4 2021. 1,328 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

  • Marcho Partners reported no remaining Spotify position as of Q2 2025 after selling out during the quarter.
  • Marcho Partners sold 37,198 Spotify shares in Q2 2025, an estimated $20.5M.
  • Marcho Partners first reported a position in Spotify in Q4 2019 and held it in 22 quarters.
  • Marcho Partners's Spotify position peaked at $109M in Q4 2021.
  • 1,328 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on Marcho Partners's 13F filing for Q2 2025, filed 13 Aug 2025.