Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 8
- 0 vs. Q2 2025
- Portfolio value
- $249.0M
- −$5.45M (−2.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 190,538 | $53.2M | 21.4% | −63,341−24.9% | Reduced | History |
| MELIMercadolibre Inc | COM | 18,769 | $43.9M | 17.6% | +2,092+12.5% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,804,900 | $28.9M | 11.6% | −762,914−29.7% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 414,550 | $26.9M | 10.8% | +47,650+13.0% | Added | History |
| SHOPShopify Inc. | Stock | 169,561 | $25.2M | 10.1% | −47,115−21.7% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 136,606 | $24.4M | 9.8% | −21,559−13.6% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 4,050,165 | $24.4M | 9.8% | −472,707−10.5% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 489,545 | $22.1M | 8.9% | −11,860−2.4% | 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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $13.3M | – |