Marcho Partners LLP 13F Holdings · Q2 2026
Marcho Partners LLP reported 6 securities worth $175.83M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (34.92%), MELI (26.92%), SE (16.11%). Among its top 25 positions this quarter: 2 new, 4 added, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $61.4M | 34.92% | 128,571 | Added |
| 2 | MELI | MERCADOLIBRE INC | $47.3M | 26.92% | 27,882 | Added |
| 3 | SE | SEA LTD | $28.3M | 16.11% | 295,657 | Added |
| 4 | SHOP | SHOPIFY INC | $21.5M | 12.22% | 188,235 | Added |
| 5 | SMH | VANECK ETF TRUST | $16.1M | 9.14% | 24,500 | New |
| 6 | IREN | IREN LIMITED | $1.2M | 0.69% | 26,500 | New |
| 7 | IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR