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Marcho Partners LLP

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13F filer, CIK 1782974, LONDON, United Kingdom

Marcho Partners LLP reported $175,834,912 across 6 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-06.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001782974-26-000003

Period
2026-06-30
Reported value
$176M
Holdings
6
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SMHnew+24,500$16.1M
MELIadded+7,123$12.1M
SEadded+125,221$12M
TSMadded+19,073$9.11M
SHOPadded+51,077$5.83M

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
IBITexited-534,900-$20.6M

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 2026

Share positions as resolved from 13F-HR 0001782974-26-000003, largest first. % of portfolio is the value over $175,834,912, 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; 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; 2026Q2: 128,571 shares 128,571$61.4M34.92%+19,073Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,882 shares 27,882$47.3M26.92%+7,123Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 295,657 shares 295,657$28.3M16.11%+125,221Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 188,235 shares 188,235$21.5M12.22%+51,077Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,500 shares 24,500$16.1M9.14%newTimeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,500 shares 26,500$1.21M0.69%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
IBITISHARES BITCOIN TRUST ETF534,900$20.6Mshares

How Q2 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 0001782974-26-000003 base2026-08-06acceptance time not in the bulk data set