Marcho Partners LLP
Q2 2025 13F Holdings
- Locationlondon, X0
- Num holdings
9
- Value ($000)
$282,239
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001782974
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $57.50M | 20 % | 253,879 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $43.59M | 15 % | 16,677 | ||
NU NU HLDGS LTD | ORD SHS CL A | G6683N103 | $35.23M | 13 % | 2,567,814 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $27.80M | 10 % | 45,000 | put | |
SE SEA LTD | SPONSORD ADS | 81141R100 | $25.30M | 9 % | 158,165 | ||
SHOP SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | $24.99M | 9 % | 216,676 | ||
GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | $22.75M | 8 % | 4,522,872 | ||
GTLB GITLAB INC | CLASS A COM | 37637K108 | $22.62M | 8 % | 501,405 | ||
IBIT ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $22.46M | 8 % | 366,900 |
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