Marcho Partners LLP

Q3 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    9

  • Value ($000)

    $262,308

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$53.22 M
20 %

190,538

MELI
MELI

MERCADOLIBRE INC

COM
58733R102
$43.86 M
17 %

18,769

NU
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$28.90 M
11 %

1,804,900

IBIT
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$26.95 M
10 %

414,550

SHOP
SHOP

SHOPIFY INC

CL A SUB VTG SHS
82509L107
$25.20 M
10 %

169,561

SE
SE

SEA LTD

SPONSORD ADS
81141R100
$24.42 M
9 %

136,606

---

GRAB HOLDINGS LIMITED

CLASS A ORD
G4124C109
$24.38 M
9 %

4,050,165

GTLB
GTLB

GITLAB INC

CLASS A COM
37637K108
$22.07 M
8 %

489,545

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$13.32 M
5 %

20,000

put
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