Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 8
- −1 vs. Q4 2024
- Portfolio value
- $251.0M
- −$41.4M (−14.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 33,105 | $64.6M | 25.7% | −9,927−23.1% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 246,992 | $41.0M | 16.3% | +23,661+10.6% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 3,916,009 | $40.1M | 16.0% | +375,720+10.6% | Added | History |
| SHOPShopify Inc. | Stock | 251,247 | $24.0M | 9.6% | −22,709−8.3% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 4,993,677 | $22.6M | 9.0% | +57,100+1.2% | Added | History |
| SESea Ltd | SPONSORD ADS | 173,255 | $22.6M | 9.0% | +37,987+28.1% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 37,198 | $20.5M | 8.2% | −6,830−15.5% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 331,785 | $15.6M | 6.2% | −52,938−13.8% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | $21.1M | – |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.