Marcho Partners LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Marcho Partners LLP disclosed 8 US equity positions worth $254.4m in its Q2 2025 13F filing. The largest position was TSM at 22.6% of the reported book, followed by MELI and NU. Against the Q1 2025 filing, it opened 1 new position, added to 2 and reduced 5 among the top 8 holdings.
What did Marcho Partners LLP own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 22.6% | $57.5m | 253,879 | 3% | added |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 17.1% | $43.6m | 16,677 | -50% | reduced |
| 3 | NU NU HLDGS LTD | Financial Services | 13.8% | $35.2m | 2,567,814 | -34% | reduced |
| 4 | SE SEA LTD | Consumer Cyclical | 9.9% | $25.3m | 158,165 | -9% | reduced |
| 5 | SHOP SHOPIFY INC | Technology | 9.8% | $25.0m | 216,676 | -14% | reduced |
| 6 | GRAB HOLDINGS LIMITED | 8.9% | $22.8m | 4,522,872 | -9% | reduced | |
| 7 | GTLB GITLAB INC | Technology | 8.9% | $22.6m | 501,405 | 51% | added |
| 8 | IBIT ISHARES BITCOIN TRUST ETF | 8.8% | $22.5m | 366,900 | – | new |
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.