Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Marcho Partners LLP (CIK 1782974) reported $123.8M across 5 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($37.0M, 29.88%), MELI ($35.9M, 28.99%), IBIT ($20.6M, 16.60%), SHOP ($16.3M, 13.14%), SE ($14.1M, 11.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.0M | 29.88% | 109,498 | Trimmed |
| 2 | MELI | MERCADOLIBRE INC | $35.9M | 28.99% | 20,759 | Added |
| 3 | IBIT | ISHARES BITCOIN TRUST ETF | $20.6M | 16.60% | 534,900 | Added |
| 4 | SHOP | SHOPIFY INC | $16.3M | 13.14% | 137,158 | Added |
| 5 | SE | SEA LTD | $14.1M | 11.40% | 170,436 | Added |
| 6 | GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | Exited |
| 7 | NU | NU HLDGS LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31