Marcho Partners LLP

CIK 0001782974 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗

Marcho Partners LLP reported 6 positions worth $175.8M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: TSM (34.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$175.8M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

6 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	TSM	TAIWAN SEMICONDUCTOR MFG LTD	SH	$61.4M	34.92%	128,571	—	—
▸ 2	MELI	MERCADOLIBRE INC	SH	$47.3M	26.92%	27,882	—	—
▸ 3	SE	SEA LTD	SH	$28.3M	16.11%	295,657	—	—
▸ 4	SHOP	SHOPIFY INC	SH	$21.5M	12.22%	188,235	—	—
▸ 5	SMH	VANECK ETF TRUST	SH	$16.1M	9.14%	24,500	—	—
▸ 6	IREN	IREN LIMITED	SH	$1.2M	0.69%	26,500	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Marcho Partners LLP hold as of Q2 2026?

Marcho Partners LLP reported 6 positions worth $175.8M in its Q2 2026 13F filing. Largest positions: TSM (34.9%), MELI (26.9%), SE (16.1%), SHOP (12.2%) and SMH (9.1%).

What did Marcho Partners LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Marcho Partners LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.