Marcho Partners LLP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Marcho Partners LLP disclosed 8 US equity positions worth $249.0m in its Q3 2025 13F filing. The largest position was TSM at 21.4% of the reported book, followed by MELI and NU. Against the Q2 2025 filing, it opened 0 new positions, added to 2 and reduced 6 among the top 8 holdings.
What did Marcho Partners LLP own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 21.4% | $53.2m | 190,538 | -25% | reduced |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 17.6% | $43.9m | 18,769 | 13% | added |
| 3 | NU NU HLDGS LTD | Financial Services | 11.6% | $28.9m | 1,804,900 | -30% | reduced |
| 4 | IBIT ISHARES BITCOIN TRUST ETF | 10.8% | $26.9m | 414,550 | 13% | added | |
| 5 | SHOP SHOPIFY INC | Technology | 10.1% | $25.2m | 169,561 | -22% | reduced |
| 6 | SE SEA LTD | Consumer Cyclical | 9.8% | $24.4m | 136,606 | -14% | reduced |
| 7 | GRAB HOLDINGS LIMITED | 9.8% | $24.4m | 4,050,165 | -10% | reduced | |
| 8 | GTLB GITLAB INC | Technology | 8.9% | $22.1m | 489,545 | -2% | 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.