Marcho Partners LLP
CIK: 0001782974SEC EDGAR →
Portfolio Value
$164.7M
Holdings
7
As of
Q4 2025
New Positions
9
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 123,464 | $37.5M | 22.77% |
| 2 | MERCADOLIBRE INC | 16,635 | $33.5M | 20.34% |
| 3 | SEA LTD | 156,592 | $20.0M | 12.13% |
| 4 | ISHARES BITCOIN TRUST ETF | 389,550 | $19.3M | 11.74% |
| 5 | NU HLDGS LTD | 1,102,515 | $18.5M | 11.20% |
| 6 | SHOPIFY INC | 112,717 | $18.1M | 11.01% |
| 7 | GRAB HOLDINGS LIMITED | 3,566,135 | $17.8M | 10.80% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $73.5M | 44.6% |
| Financial Services | 2 | $37.8M | 22.9% |
| Unknown | 1 | $33.5M | 20.3% |
| Consumer Cyclical | 1 | $20.0M | 12.1% |