Marcho Partners LLP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Marcho Partners LLP disclosed 8 US equity positions worth $251.0m in its Q1 2025 13F filing. The largest position was MELI at 25.7% of the reported book, followed by TSM and NU. Against the Q4 2024 filing, it opened 0 new positions, added to 4 and reduced 4 among the top 8 holdings.
What did Marcho Partners LLP own in Q1 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 25.7% | $64.6m | 33,105 | -23% | reduced |
| 2 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 16.3% | $41.0m | 246,992 | 11% | added |
| 3 | NU NU HLDGS LTD | Financial Services | 16.0% | $40.1m | 3,916,009 | 11% | added |
| 4 | SHOP SHOPIFY INC | Technology | 9.6% | $24.0m | 251,247 | -8% | reduced |
| 5 | GRAB HOLDINGS LIMITED | 9.0% | $22.6m | 4,993,677 | 1% | added | |
| 6 | SE SEA LTD | Consumer Cyclical | 9.0% | $22.6m | 173,255 | 28% | added |
| 7 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 8.2% | $20.5m | 37,198 | -16% | reduced |
| 8 | GTLB GITLAB INC | Technology | 6.2% | $15.6m | 331,785 | -14% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.