Marcho Partners LLP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Marcho Partners LLP disclosed 7 US equity positions worth $164.7m in its Q4 2025 13F filing. The largest position was TSM at 22.8% of the reported book, followed by MELI and SE. Against the Q3 2025 filing, it opened 0 new positions, added to 1 and reduced 6 among the top 7 holdings.
What did Marcho Partners LLP own in Q4 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 22.8% | $37.5m | 123,464 | -35% | reduced |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 20.3% | $33.5m | 16,635 | -11% | reduced |
| 3 | SE SEA LTD | Consumer Cyclical | 12.1% | $20.0m | 156,592 | 15% | added |
| 4 | IBIT ISHARES BITCOIN TRUST ETF | 11.7% | $19.3m | 389,550 | -6% | reduced | |
| 5 | NU NU HLDGS LTD | Financial Services | 11.2% | $18.5m | 1,102,515 | -39% | reduced |
| 6 | SHOP SHOPIFY INC | Technology | 11.0% | $18.1m | 112,717 | -34% | reduced |
| 7 | GRAB HOLDINGS LIMITED | 10.8% | $17.8m | 3,566,135 | -12% | 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.