Marcho Partners LLP.

AUM · $176M (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 6, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$17M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 6, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	TSM	TAIWAN SEMICONDUCTOR MFG LTD	129K	$61M	34.9%	+17%
2	MELI	MERCADOLIBRE INC	28K	$47M	26.9%	+34%
3	SE	SEA LTD	296K	$28M	16.1%	+73%
4	SHOP	SHOPIFY INC	188K	$21M	12.2%	+37%
5	SMH	VANECK ETF TRUST	25K	$16M	9.1%	NEW
6	IREN	IREN LIMITED	27K	$1M	0.7%	NEW

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE MARCHO SIGNAL

Marcho Partners LLP is a Other fund managing $176 million in assets. The fund runs a focused portfolio of just 6 positions.