§ 13F · FUND PROFILE
Marcho Partners LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $282.2T (13F)Positions · 9Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$164.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 123K | $37.5T | 22.8% | NEW |
| 2 | MELI | MERCADOLIBRE INC | 17K | $33.5T | 20.3% | NEW |
| 3 | SE | SEA LTD | 157K | $20.0T | 12.1% | NEW |
| 4 | IBIT | ISHARES BITCOIN TRUST ETF | 390K | $19.3T | 11.7% | NEW |
| 5 | NU | NU HLDGS LTD | 1.10M | $18.5T | 11.2% | NEW |
| 6 | SHOP | SHOPIFY INC | 113K | $18.1T | 11.0% | NEW |
| 7 | GRAB | GRAB HOLDINGS LIMITED | 3.57M | $17.8T | 10.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARCHO SIGNAL
AC read
Marcho Partners LLP is a Other fund managing $282239.1 trillion 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
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