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MP

Marcho Partners Portfolio holdings

AUM $124M
1-Year Est. Return 15.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$148M
3
+$56.4M
4
MELI icon
Mercado Libre
MELI
+$30.2M
5
SPOT icon
Spotify
SPOT
+$20.2M

Top Sells

1
+$62.2M
2
+$54.3M
3
+$53.2M
4
CPUH
Compute Health Acquisition Corp.
CPUH
+$38.9M
5
RKLB icon
Rocket Lab Corp
RKLB
+$37.9M

Sector Composition

1 Technology 43.6%
2 Consumer Discretionary 20.97%
3 Communication Services 18.53%
4 Industrials 5.28%
5 Financials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,463,583
27
– –
-2,700,000
28
– –
-5,500,000
29
– –
-2,399,000
30
– –
-455,398
1
2