本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Marcho Partners LLP (CIK 1782974) reported $175.8M across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSM ($61.4M, 34.92%), MELI ($47.3M, 26.92%), SE ($28.3M, 16.11%), SHOP ($21.5M, 12.22%), SMH ($16.1M, 9.14%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30