The Analysis of Marcho Partners LLP's Holdings


Currently, Marcho Partners LLP holds 7 types of securities in its portfolio with a total value $164.7M. In the most recent quarter, they have increased their positions in SE (+20.0K shares, valued at $2.5M); decreased their positions in TSM (-67.1K shares, valued at $20.4M), NU (-702.4K shares, valued at $11.8M), SHOP (-56.8K shares, valued at $9.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD123.5K shares-35.20%2025-12-312026-02-13history
MELI MERCADOLIBRE INC16.6K shares-11.37%2025-12-312026-02-13history
SE SEA LTD156.6K shares14.63%2025-12-312026-02-13history
IBIT ISHARES BITCOIN TRUST ETF389.6K shares-6.03%2025-12-312026-02-13history
NU NU HLDGS LTD1.1M shares-38.92%2025-12-312026-02-13history
SHOP SHOPIFY INC112.7K shares-33.52%2025-12-312026-02-13history
GRAB GRAB HOLDINGS LIMITED3.6M shares-11.95%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available