Institutional Manager · CIK 0001782974
Marcho Partners LLP
LONDON, X0 · File #028-19880
Latest AUM
$164.7M
Positions
7
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20257 pos · $164.7M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $262.3M
- 13F HOLDINGS REPORTQ/E Jun 20259 pos · $282.2M
- 13F HOLDINGS REPORTQ/E Mar 20259 pos · $272.1M
- 13F HOLDINGS REPORTQ/E Dec 202411 pos · $372.4M
- 13F HOLDINGS REPORTQ/E Sep 202413 pos · $375.0M
- 13F HOLDINGS REPORTQ/E Jun 202412 pos · $382.6M
- 13F HOLDINGS REPORTQ/E Mar 20249 pos · $339.8M
- 13F HOLDINGS REPORTQ/E Dec 202310 pos · $322.3M
- 13F HOLDINGS REPORTQ/E Sep 202313 pos · $438.0M
- 13F HOLDINGS REPORTQ/E Jun 202312 pos · $422.7M
- 13F HOLDINGS REPORTQ/E Mar 202313 pos · $425.1M
Top 7 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |