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Marcho Partners LLP

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13F filer, CIK 1782974, LONDON, United Kingdom

Marcho Partners LLP reported $282,239,083 across 9 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001782974-25-000004

Period
2025-06-30
Reported value
$282M
Holdings
9
Top 10 weight
100%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBITnew+366,900$22.5M
GTLBadded+169,620$7.65M
TSMadded+6,887$1.56M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MELIreduced-16,428-$42.9M
SPOTexited-37,198-$20.5M
NUreduced-1,348,195-$18.5M
SHOPreduced-34,571-$3.99M
SEreduced-15,090-$2.41M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001782974-25-000004, largest first. % of portfolio is the value over $254,435,833, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,706 shares; 2024Q4: 223,331 shares; 2025Q1: 246,992 shares; 2025Q2: 253,879 shares 253,879$57.5M22.6%+6,887Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,673 shares; 2024Q4: 43,032 shares; 2025Q1: 33,105 shares; 2025Q2: 16,677 shares 16,677$43.6M17.13%-16,428Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184,913 shares; 2024Q4: 3,540,289 shares; 2025Q1: 3,916,009 shares; 2025Q2: 2,567,814 shares 2,567,814$35.2M13.85%-1,348,195Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,678 shares; 2024Q4: 135,268 shares; 2025Q1: 173,255 shares; 2025Q2: 158,165 shares 158,165$25.3M9.94%-15,090Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,313 shares; 2024Q4: 273,956 shares; 2025Q1: 251,247 shares; 2025Q2: 216,676 shares 216,676$25M9.82%-34,571Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204,477 shares; 2024Q4: 4,936,577 shares; 2025Q1: 4,993,677 shares; 2025Q2: 4,522,872 shares 4,522,872$22.8M8.94%-470,805Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,672 shares; 2024Q4: 384,723 shares; 2025Q1: 331,785 shares; 2025Q2: 501,405 shares 501,405$22.6M8.89%+169,620Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366,900 shares 366,900$22.5M8.83%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput45,000$27.8Mnew

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
QQQINVESCO QQQ TR45,000$21.1Mput
SPOTSPOTIFY TECHNOLOGY S A37,198$20.5Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001782974-25-000004 base2025-08-13acceptance time not in the bulk data set