Marcho Partners LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Marcho Partners LLP reported 6 stock positions worth $175.8 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 34.9% of the portfolio, followed by MercadoLibre (MELI, 26.9%) and Sea Ltd.-ADR (SE, 16.1%). Compared with Q1 2026, it opened 2 new positions, sold out of 1 and added to 4. The biggest buy was a new position in Vaneck Semiconductor ETF (SMH) and the biggest sale an exit from iShares Bitcoin Trust ETF (IBIT).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001782974
- Portfolio Value
- $175.8M (Q2 2026)
- SEC Filing
- 0001782974-26-000003 ↗ filed Aug 6, 2026
Holdings Value
Holdings 6 stocks · $175.8M
| TSM Taiwan Semiconductor-SP ADR | 34.92% | 128,571 | $61.4M | Add +17.4% |
| MELI MercadoLibre Inc. | 26.92% | 27,882 | $47.3M | Add +34.3% |
| SE Sea Ltd.-ADR | 16.11% | 295,657 | $28.3M | Add +73.5% |
| SHOP Shopify Inc. Class A | 12.22% | 188,235 | $21.5M | Add +37.2% |
| SMH Vaneck Semiconductor ETF | 9.14% | 24,500 | $16.1M | New |
| IREN Iren Ltd. filed as IREN LIMITED | 0.69% | 26,500 | $1.2M | New |
Portfolio Sells Q1 2026 → Q2 2026
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −16.60 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $175.8M | TSM, MELI, SE, SHOP, SMH |
| Q1 2026 | 5 | $123.8M | TSM, MELI, IBIT, SHOP, SE |
| Q4 2025 | 7 | $164.7M | TSM, MELI, SE, IBIT, NU |
| Q3 2025 | 8 | $249.0M | TSM, MELI, NU, IBIT, SHOP |
| Q2 2025 | 8 | $254.4M | TSM, MELI, NU, SE, SHOP |
| Q1 2025 | 8 | $251.0M | MELI, TSM, NU, SHOP, GRAB |
| Q4 2024 | 9 | $292.3M | MELI, TSM, NU, DLO, SHOP |
| Q3 2024 | 10 | $285.6M | MELI, SHOP, DLO, NU, GRAB |
| Q2 2024 | 9 | $330.2M | MELI, SHOP, GTLB, ESTC, DLO |
| Q1 2024 | 9 | $339.8M | MELI, DLO, SPOT, SHOP, ESTC |