MP
Marcho Partners Portfolio holdings
AUM
$254M
This Quarter Return
+12.22%
1 Year Return
+43.64%
3 Year Return
+164.69%
5 Year Return
+68.41%
10 Year Return
–
AUM
$1.49B
AUM Growth
+$1.49B
(+24%)
Cap. Flow
+$29M
Cap. Flow
% of AUM
1.94%
Top 10 Holdings %
Top 10 Hldgs %
97.1%
Holding
31
New
5
Increased
7
Reduced
6
Closed
12
Top Buys
| 1 |
Applovin
APP
|
$179M |
| 2 |
WIX.com
WIX
|
$153M |
| 3 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
$59.9M |
| 4 |
Mercado Libre
MELI
|
$32M |
| 5 |
Spotify
SPOT
|
$21.9M |
Top Sells
Sector Composition
| 1 | Technology | 43.6% |
| 2 | Consumer Discretionary | 20.97% |
| 3 | Communication Services | 18.53% |
| 4 | Industrials | 5.28% |
| 5 | Financials | 2.02% |