Marcho Partners LLP
Net buyer this quarter
$176M
6
+$38.5M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $61.4M | 34.92% | 0.00% | +17.4% | Q2 2024 |
 MELI | $47.3M | 26.92% | 0.06% | +34.3% | Q4 2019 |
 SE | $28.3M | 16.11% | 0.17% | +73.5% | Q4 2019 |
 SHOP | $21.5M | 12.22% | 0.05% | +37.2% | Q3 2020 |
 SMH | $16.1M | 9.14% | Not reported | New | Q2 2026 |
 IREN | $1.21M | 0.69% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| TSM | $37M | 29.88% | 0.00% | -11.3% | Q2 2024 |
| MELI | $35.9M | 28.99% | 0.04% | +24.8% | Q4 2019 |
 IBIT | $20.6M | 16.60% | 0.04% | +37.3% | Q2 2025 |
| SHOP | $16.3M | 13.14% | 0.03% | +21.7% | Q3 2020 |
| SE | $14.1M | 11.40% | 0.10% | +8.8% | Q4 2019 |
| Q4 2025 | |||||
| TSM | $37.5M | 22.78% | 0.00% | -35.2% | Q2 2024 |
| MELI | $33.5M | 20.34% | 0.03% | -11.4% | Q4 2019 |
| SE | $20M | 12.13% | 0.09% | +14.6% | Q4 2019 |
| IBIT | $19.3M | 11.74% | 0.03% | -6.0% | Q2 2025 |
 NU | $18.5M | 11.20% | Not reported | -38.9% | Q1 2024 |
| SHOP | $18.1M | 11.01% | 0.03% | -33.5% | Q3 2020 |
 GRAB | $17.8M | 10.80% | Not reported | -12.0% | Q3 2022 |
| Q3 2025 | |||||
| TSM | $53.2M | 20.29% | 0.00% | -25.0% | Q2 2024 |
| MELI | $43.9M | 16.72% | 0.04% | +12.5% | Q4 2019 |
| NU | $28.9M | 11.02% | Not reported | -29.7% | Q1 2024 |
| IBIT | $26.9M | 10.27% | 0.03% | +13.0% | Q2 2025 |
| SHOP | $25.2M | 9.61% | 0.04% | -21.7% | Q3 2020 |
| SE | $24.4M | 9.31% | 0.08% | -13.6% | Q4 2019 |
| GRAB | $24.4M | 9.30% | Not reported | -10.5% | Q3 2022 |
 GTLB | $22.1M | 8.41% | Not reported | -2.4% | Q4 2021 |