Marcho Partners LLP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Marcho Partners LLP held in its portfolio 7 assets valued at $164,739,459 (i.e. $164.74M).

The most valuable assets in the portfolio included: TAIWAN SEMICONDUCTOR MFG LTD ($37.52M), MERCADOLIBRE INC ($33.51M), and SEA LTD ($19.98M).

The chart below shows the top 7 valuable assets, and the table below shows the top 7 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Marcho Partners LLP Portfolio

TAIWAN SEMICONDUCTOR MFG LTD

MERCADOLIBRE INC

SEA LTD

ISHARES BITCOIN TRUST ETF

NU HLDGS LTD

SHOPIFY INC

GRAB HOLDINGS LIMITED

Marcho Partners LLP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TAIWAN SEMICONDUCTOR MFG LTD	123464	37519475	SPONSORED ADS
MERCADOLIBRE INC	16635	33507215	COM
SEA LTD	156592	19976441	SPONSORD ADS
ISHARES BITCOIN TRUST ETF	389550	19341158	SHS BEN INT
NU HLDGS LTD	1102515	18456101	ORD SHS CL A
SHOPIFY INC	112717	18144055	CL A SUB VTG SHS
GRAB HOLDINGS LIMITED	3566135	17795014	CLASS A ORD