Marcho Partners LLP 13F Holdings
CIK 0001782974 · LONDON, X0
As of Sep 30, 2025, Marcho Partners LLP reported 9 positions worth $262.3M in its SEC Form 13F filing.
Top 9 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 190,538 | $53.2M | 20.29% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 18,769 | $43.9M | 16.72% |
| NU HOLDINGS LTD | NU | Financial Services | 1,804,900 | $28.9M | 11.02% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 414,550 | $26.9M | 10.27% |
| SHOPIFY INC | SHOP | Technology | 169,561 | $25.2M | 9.61% |
| SEA LTD | SE | Consumer Cyclical | 136,606 | $24.4M | 9.31% |
| GRAB HOLDINGS LTD | GRAB | Technology | 4,050,165 | $24.4M | 9.30% |
| GITLAB INC | GTLB | Technology | 489,545 | $22.1M | 8.41% |
| SPDR S&P 500 ETF TRUST | SPY | — | 20,000 |