Q3 2025 · 13F-HR
Marcho Partners LLPholdings as filed
Filed 2025-11-13 · accession 0001782974-25-000005
$262.3M
Reported value
9
Positions
2025-09-30
Period end
The Brief · Marcho Partners LLP · Q3 2025
AI · grounded in 13F
Marcho Partners LLP established a new position in TSM valued at $53.2M. The fund also initiated new stakes in MELI for $43.9M and NU for $28.9M. Other new additions include IBIT, SHOP, and SE. The fund ended the period with 9 positions and total AUM of $262.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $53.2M | 20.3% | 190,538 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $43.9M | 16.7% | 18,769 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $28.9M | 11.0% | 1,804,900 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $26.9M | 10.3% | 414,550 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $25.2M | 9.61% | 169,561 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $24.4M | 9.31% | 136,606 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $24.4M | 9.30% | 4,050,165 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $22.1M | 8.41% | 489,545 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $13.3M | 5.08% | 20,000 | PUT | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.