Marcho Partners LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Marcho Partners LLP disclosed 6 US equity positions worth $175.8m in its Q2 2026 13F filing. The largest position was TSM at 34.9% of the reported book, followed by MELI and SE. Against the Q1 2026 filing, it opened 2 new positions, added to 4 and reduced 0 among the top 6 holdings.
What did Marcho Partners LLP own in Q2 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 34.9% | $61.4m | 128,571 | 17% | added |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 26.9% | $47.3m | 27,882 | 34% | added |
| 3 | SE SEA LTD | Consumer Cyclical | 16.1% | $28.3m | 295,657 | 73% | added |
| 4 | SHOP SHOPIFY INC | Technology | 12.2% | $21.5m | 188,235 | 37% | added |
| 5 | SMH VANECK ETF TRUST | 9.1% | $16.1m | 24,500 | – | new | |
| 6 | IREN IREN LIMITED | Financial Services | 0.7% | $1.2m | 26,500 | – | 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.