Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 6, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 6
- +1 vs. Q1 2026
- Portfolio value
- $175.8M
- +$52.0M (+42.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 128,571 | $61.4M | 34.9% | +19,073+17.4% | Added | History |
| MELIMercadolibre Inc | COM | 27,882 | $47.3M | 26.9% | +7,123+34.3% | Added | History |
| SESea Ltd | SPONSORD ADS | 295,657 | $28.3M | 16.1% | +125,221+73.5% | Added | History |
| SHOPShopify Inc. | Stock | 188,235 | $21.5M | 12.2% | +51,077+37.2% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 24,500 | $16.1M | 9.1% | +24,500 | New | – |
| IRENIREN Ltd | ORDINARY SHARES | 26,500 | $1.21M | 0.7% | +26,500 | New | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.