13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001782974-26-000001
Total Value
$164.7M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 123,464 | $37.5M | 22.78% |
| 2 | MERCADOLIBRE INC | MELI | 16,635 | $33.5M | 20.34% |
| 3 | SEA LTD | SE | 156,592 | $20.0M | 12.13% |
| 4 | ISHARES BITCOIN TRUST ETF | IBIT | 389,550 | $19.3M | 11.74% |
| 5 | NU HLDGS LTD | NU | 1,102,515 | $18.5M | 11.20% |
| 6 | SHOPIFY INC | SHOP | 112,717 | $18.1M | 11.01% |
| 7 | GRAB HOLDINGS LIMITED | GRABW | 3,566,135 | $17.8M | 10.80% |