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Marcho Partners LLP

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13F filer, CIK 1782974, LONDON, United Kingdom

Marcho Partners LLP reported $262,307,916 across 9 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001782974-25-000005

Period
2025-09-30
Reported value
$262M
Holdings
9
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELIadded+2,092$4.89M
IBITadded+47,650$3.1M

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
TSMreduced-63,341-$17.7M
NUreduced-762,914-$12.2M
SHOPreduced-47,115-$7M
SEreduced-21,559-$3.85M
GRABreduced-472,707-$2.85M

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, Q3 2025

Share positions as resolved from 13F-HR 0001782974-25-000005, largest first. % of portfolio is the value over $248,984,316, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,706 shares; 2024Q4: 223,331 shares; 2025Q1: 246,992 shares; 2025Q2: 253,879 shares; 2025Q3: 190,538 shares 190,538$53.2M21.37%-63,341Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,673 shares; 2024Q4: 43,032 shares; 2025Q1: 33,105 shares; 2025Q2: 16,677 shares; 2025Q3: 18,769 shares 18,769$43.9M17.62%+2,092Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,804,900 shares 1,804,900$28.9M11.61%-762,914Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366,900 shares; 2025Q3: 414,550 shares 414,550$26.9M10.82%+47,650Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,313 shares; 2024Q4: 273,956 shares; 2025Q1: 251,247 shares; 2025Q2: 216,676 shares; 2025Q3: 169,561 shares 169,561$25.2M10.12%-47,115Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,678 shares; 2024Q4: 135,268 shares; 2025Q1: 173,255 shares; 2025Q2: 158,165 shares; 2025Q3: 136,606 shares 136,606$24.4M9.81%-21,559Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,050,165 shares 4,050,165$24.4M9.79%-472,707Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,672 shares; 2024Q4: 384,723 shares; 2025Q1: 331,785 shares; 2025Q2: 501,405 shares; 2025Q3: 489,545 shares 489,545$22.1M8.86%-11,860Timeline

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 SHSput20,000$13.3M-25,000

How Q3 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 0001782974-25-000005 base2025-11-13acceptance time not in the bulk data set