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Marcho Partners LLP 13F holdings

Filed 2026-08-06 · Marcho Partners LLP · 6 positions · $175.8M

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TickerCompanySharesValue% of portfolio
TSMTAIWAN SEMICONDUCTOR MFG LTD128.6K$61.4M34.9%
MELIMERCADOLIBRE INC27.9K$47.3M26.9%
SESEA LTD295.7K$28.3M16.1%
SHOPSHOPIFY INC188.2K$21.5M12.2%
SMHVANECK ETF TRUST24.5K$16.1M9.1%
—IREN LIMITED26.5K$1.2M0.7%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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