13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001782974-25-000005
Total Value
$262.3M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 190,538 | $53.2M | 20.29% |
| 2 | MERCADOLIBRE INC | MELI | 18,769 | $43.9M | 16.72% |
| 3 | NU HLDGS LTD | NU | 1,804,900 | $28.9M | 11.02% |
| 4 | ISHARES BITCOIN TRUST ETF | IBIT | 414,550 | $26.9M | 10.27% |
| 5 | SHOPIFY INC | SHOP | 169,561 | $25.2M | 9.61% |
| 6 | SEA LTD | SE | 136,606 | $24.4M | 9.31% |
| 7 | GRAB HOLDINGS LIMITED | GRABW | 4,050,165 | $24.4M | 9.30% |
| 8 | GITLAB INC | GTLB | 489,545 | $22.1M | 8.41% |
| 9 | SPDR S&P 500 ETF TR | SPY | 20,000 | $13.3M | 5.08% |