Institutional Fund
Marcho Partners LLP
London, United KingdomCIK 17829745 filings on record
Portfolio Value
$123.83M
Q1 2026
Holdings
5
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-24.8%
from $164.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd29.9%
- Mercadolibre Inc29.0%
- Ishares Bitcoin Trust ETF16.6%
- Shopify Inc13.1%
- Sea Ltd11.4%
Portfolio Holdings
5 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 109.5K | $37.00M | 29.9% | −14.0K | Reduced |
| 2 | Mercadolibre Inc | 20.8K | $35.89M | 29.0% | +4.1K | Added |
| 3 | Ishares Bitcoin Trust ETF | 534.9K | $20.55M | 16.6% | +145.3K | Added |
| 4 | Shopify Inc | 137.2K | $16.27M | 13.1% | +24.4K | Added |
| 5 | Sea Ltd | 170.4K | $14.11M | 11.4% | +13.8K | Added |