The Analysis of Marcho Partners LLP's Holdings


Currently, Marcho Partners LLP holds 8 types of securities in its portfolio with a total value $249.0M. In the most recent quarter, they have increased their positions in MELI (+2.1K shares, valued at $4.9M), IBIT (+47.6K shares, valued at $3.1M); decreased their positions in TSM (-63.3K shares, valued at $17.7M), NU (-762.9K shares, valued at $12.2M), SHOP (-47.1K shares, valued at $7.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD190.5K shares-24.95%2025-09-302025-11-13history
MELI MERCADOLIBRE INC18.8K shares12.54%2025-09-302025-11-13history
NU NU HLDGS LTD1.8M shares-29.71%2025-09-302025-11-13history
IBIT ISHARES BITCOIN TRUST ETF414.6K shares12.99%2025-09-302025-11-13history
SHOP SHOPIFY INC169.6K shares-21.74%2025-09-302025-11-13history
SE SEA LTD136.6K shares-13.63%2025-09-302025-11-13history
GRAB GRAB HOLDINGS LIMITED4.1M shares-10.45%2025-09-302025-11-13history
GTLB GITLAB INC489.5K shares-2.37%2025-09-302025-11-13history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR20.0K shares-55.56%2025-09-302025-11-13history