Q4 2025 · 13F-HR
Marcho Partners LLPholdings as filed
Filed 2026-02-13 · accession 0001782974-26-000001
$0
Reported value
0
Positions
2025-12-31
Period end
The Brief · Marcho Partners LLP · Q4 2025
AI · grounded in 13F
Marcho Partners LLP closed its position in TSM, reducing its exposure by $53.2M. The fund also exited positions in MELI and NU, selling $43.9M and $28.9M respectively. In total, the fund reduced nine positions, including full exits from IBIT, SHOP, and SE.
Holdings as filed
No holdings rows on file.
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.