Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 8
- 0 vs. Q1 2025
- Portfolio value
- $254.4M
- +$3.48M (+1.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 253,879 | $57.5M | 22.6% | +6,887+2.8% | Added | History |
| MELIMercadolibre Inc | COM | 16,677 | $43.6M | 17.1% | −16,428−49.6% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 2,567,814 | $35.2M | 13.8% | −1,348,195−34.4% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 158,165 | $25.3M | 9.9% | −15,090−8.7% | Reduced | History |
| SHOPShopify Inc. | Stock | 216,676 | $25.0M | 9.8% | −34,571−13.8% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 4,522,872 | $22.8M | 8.9% | −470,805−9.4% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 501,405 | $22.6M | 8.9% | +169,620+51.1% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 366,900 | $22.5M | 8.8% | +366,900 | New | 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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $27.8M | – |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.