Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 7
- −1 vs. Q3 2025
- Portfolio value
- $164.7M
- −$84.2M (−33.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 123,464 | $37.5M | 22.8% | −67,074−35.2% | Reduced | History |
| MELIMercadolibre Inc | COM | 16,635 | $33.5M | 20.3% | −2,134−11.4% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 156,592 | $20.0M | 12.1% | +19,986+14.6% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 389,550 | $19.3M | 11.7% | −25,000−6.0% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,102,515 | $18.5M | 11.2% | −702,385−38.9% | Reduced | History |
| SHOPShopify Inc. | Stock | 112,717 | $18.1M | 11.0% | −56,844−33.5% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 3,566,135 | $17.8M | 10.8% | −484,030−12.0% | Reduced | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.