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Marcho Partners LLP

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13F filer, CIK 1782974, LONDON, United Kingdom

Marcho Partners LLP reported $123,831,920 across 5 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001782974-26-000002

Period
2026-03-31
Reported value
$124M
Holdings
5
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELIadded+4,124$7.13M
IBITadded+145,350$5.58M
SHOPadded+24,441$2.9M
SEadded+13,844$1.15M

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
NUexited-1,102,515-$18.5M
GRABexited-3,566,135-$17.8M
TSMreduced-13,966-$4.72M

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, Q1 2026

Share positions as resolved from 13F-HR 0001782974-26-000002, largest first. % of portfolio is the value over $123,831,920, 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; 2024Q2: restricted; 2024Q3: 129,706 shares; 2024Q4: 223,331 shares; 2025Q1: 246,992 shares; 2025Q2: 253,879 shares; 2025Q3: 190,538 shares; 2025Q4: 123,464 shares; 2026Q1: 109,498 shares 109,498$37M29.88%-13,966Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,673 shares; 2024Q4: 43,032 shares; 2025Q1: 33,105 shares; 2025Q2: 16,677 shares; 2025Q3: 18,769 shares; 2025Q4: 16,635 shares; 2026Q1: 20,759 shares 20,759$35.9M28.99%+4,124Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366,900 shares; 2025Q3: 414,550 shares; 2025Q4: 389,550 shares; 2026Q1: 534,900 shares 534,900$20.6M16.6%+145,350Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,313 shares; 2024Q4: 273,956 shares; 2025Q1: 251,247 shares; 2025Q2: 216,676 shares; 2025Q3: 169,561 shares; 2025Q4: 112,717 shares; 2026Q1: 137,158 shares 137,158$16.3M13.14%+24,441Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,678 shares; 2024Q4: 135,268 shares; 2025Q1: 173,255 shares; 2025Q2: 158,165 shares; 2025Q3: 136,606 shares; 2025Q4: 156,592 shares; 2026Q1: 170,436 shares 170,436$14.1M11.4%+13,844Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
NUNU HLDGS LTD1,102,515$18.5Mshares
GRABGRAB HOLDINGS LIMITED3,566,135$17.8Mshares

How Q1 2026 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 0001782974-26-000002 base2026-05-13acceptance time not in the bulk data set