Marcho Partners LLP Portfolio Holdings

Marcho Partners LLP

  • $260 Million
  • Q2 2025

Marcho Partners LLP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $260 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $57.5M, Mercadolibre Inc with a value of $43.6M, Nu Holdings Ltd. with a value of $35.2M, Sea LTD with a value of $25.3M, and Shopify Inc. with a value of $25M.

Examining the 13F form we can see an decrease of $12.3M in the current position value, from $272M to 260M.

Marcho Partners LLP is based out at London, X0

Below you can find more details about Marcho Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $260 Million
Technology: $128 Million
Consumer Cyclical: $68.9 Million
Financial Services: $35.2 Million
ETFs: $27.8 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.27T
$57.5 Million 22.13% of portfolio
253,879
Q2 2025 Added 2.79%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $260 Million
  • Prior Value $272 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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