Marcho Partners LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Marcho Partners LLP disclosed 5 US equity positions worth $123.8m in its Q1 2026 13F filing. The largest position was TSM at 29.9% of the reported book, followed by MELI and IBIT.
What did Marcho Partners LLP own in Q1 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 29.9% | $37.0m | 109,498 | – | |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 29.0% | $35.9m | 20,759 | – | |
| 3 | IBIT ISHARES BITCOIN TRUST ETF | 16.6% | $20.6m | 534,900 | – | ||
| 4 | SHOP SHOPIFY INC | Technology | 13.1% | $16.3m | 137,158 | – | |
| 5 | SE SEA LTD | Consumer Cyclical | 11.4% | $14.1m | 170,436 | – |
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.