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Marcho Partners LLP

Q4 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    7

  • Value ($000)

    $164,739

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$37.52M
23 %

123,464

M
MELI

MERCADOLIBRE INC

COM
58733R102
$33.51M
20 %

16,635

S
SE

SEA LTD

SPONSORD ADS
81141R100
$19.98M
12 %

156,592

I
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$19.34M
12 %

389,550

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$18.46M
11 %

1,102,515

S
SHOP

SHOPIFY INC

CL A SUB VTG SHS
82509L107
$18.14M
11 %

112,717

---

GRAB HOLDINGS LIMITED

CLASS A ORD
G4124C109
$17.8M
11 %

3,566,135

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