13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001782974-25-000004
Total Value
$282.2M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 253,879 | $57.5M | 20.37% |
| 2 | MERCADOLIBRE INC | MELI | 16,677 | $43.6M | 15.44% |
| 3 | NU HLDGS LTD | NU | 2,567,814 | $35.2M | 12.48% |
| 4 | SPDR S&P 500 ETF TR | SPY | 45,000 | $27.8M | 9.85% |
| 5 | SEA LTD | SE | 158,165 | $25.3M | 8.96% |
| 6 | SHOPIFY INC | SHOP | 216,676 | $25.0M | 8.86% |
| 7 | GRAB HOLDINGS LIMITED | GRABW | 4,522,872 | $22.8M | 8.06% |
| 8 | GITLAB INC | GTLB | 501,405 | $22.6M | 8.01% |
| 9 | ISHARES BITCOIN TRUST ETF | IBIT | 366,900 | $22.5M | 7.96% |