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Marcho Partners LLP

Q2 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    9

  • Value ($000)

    $282,239

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001782974
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$57.5M
20 %

253,879

M
MELI

MERCADOLIBRE INC

COM
58733R102
$43.59M
15 %

16,677

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$35.23M
13 %

2,567,814

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$27.8M
10 %

45,000

put
S
SE

SEA LTD

SPONSORD ADS
81141R100
$25.3M
9 %

158,165

S
SHOP

SHOPIFY INC

CL A SUB VTG SHS
82509L107
$24.99M
9 %

216,676

---

GRAB HOLDINGS LIMITED

CLASS A ORD
G4124C109
$22.75M
8 %

4,522,872

G
GTLB

GITLAB INC

CLASS A COM
37637K108
$22.62M
8 %

501,405

I
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$22.46M
8 %

366,900

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