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Marcho Partners’s Unity U Stock Holding History

Marcho Partners’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,088,807
Closed -$47.3M – 12
2023
Q2 		$47.3M Sell
1,088,807
-800,635
-42% -$25.6M 10.79% 3
2023
Q1 		$61.3M Buy
1,889,442
+285,840
+18% +$9.19M 14.5% 1
2022
Q4 		$45.8M Buy
1,603,602
+223,563
+16% +$7M 10.79% 4
2022
Q3 		$44M Buy
1,380,039
+30,343
+2% +$1.25M 9.9% 6
2022
Q2 		$49.7M Buy
1,349,696
+596,547
+79% +$33.9M 11.92% 5
2022
Q1 		$74.7M Buy
753,149
+253,000
+51% +$26.2M 9.08% 5
2021
Q4 		$71.5M Sell
500,149
-698,346
-58% -$107M 5.17% 10
2021
Q3 		$151M Sell
1,198,495
-28,394
-2% -$3.36M 9.5% 6
2021
Q2 		$135M Buy
1,226,889
+156,500
+15% +$15.4M 9.03% 6
2021
Q1 		$107M Buy
1,070,389
+348,810
+48% +$43M 8.91% 5
2020
Q4 		$111M Buy
721,579
+201,539
+39% +$24.5M 9.97% 2
2020
Q3 		$45.4M Buy
+520,040
New +$43.9M 8.71% 5

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marcho Partners's U Position: Q3 2023 in Review

Marcho Partners sold out of Unity (U) in Q3 2023, closing a stake of 1,088,807 shares — an estimated $47.3M sold.

Marcho Partners first reported a position in U in Q3 2020 and held it in 12 quarters. The position peaked at $151M in Q3 2021. 499 funds tracked by Wall St. Rank hold U as of Q3 2023.

  • Marcho Partners reported no remaining Unity position as of Q3 2023 after selling out during the quarter.
  • Marcho Partners sold 1,088,807 Unity shares in Q3 2023, an estimated $47.3M.
  • Marcho Partners first reported a position in Unity in Q3 2020 and held it in 12 quarters.
  • Marcho Partners's Unity position peaked at $151M in Q3 2021.
  • 499 funds tracked by Wall St. Rank held Unity as of Q3 2023.

Based on Marcho Partners's 13F filing for Q3 2023, filed 13 Nov 2023.