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§ 13F · FUND PROFILE

Marcho Partners LLP.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $282M (13F)Positions · 9Turnover · · Q1Filed · May 13, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 13, 2026
#TickerNameShares$ value% portΔ Q1
1TSMTAIWAN SEMICONDUCTOR MANUFAC109K$37M29.9%−11%
2MELIMERCADOLIBRE INC21K$36M29.0%+25%
3IBITISHARES BITCOIN TRUST ETF535K$21M16.6%+37%
4SHOPSHOPIFY INC137K$16M13.1%+22%
5SESEA LTD170K$14M11.4%+9%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE MARCHO SIGNAL

AC read

Marcho Partners LLP is a Other fund managing $282 million in assets. The fund runs a focused portfolio of just 9 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed