Marcho Partners Llp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$123.8M
Q ending 2026-03-31
Prior quarter
$164.7M
Q ending 2025-12-31
Change
-24.8% QoQ · -54.5% YoY
Positions
5
reported holdings

Largest positions

All 5 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Taiwan Semiconductor ManufacTSMShares$37.0M109K
Mercadolibre IncMELIShares$35.9M21K
Ishares Bitcoin Trust EtfIBITShares$20.6M535K
Shopify IncSHOPShares$16.3M137K
Sea LtdSEShares$14.1M170K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.