Marcho Partners LLP Portfolio Holdings

Marcho Partners LLP

  • $272 Million
  • Q1 2025

Marcho Partners LLP has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $272 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $64.6M, Taiwan Semiconductor Manufacturing CO LTD with a value of $41M, Nu Holdings Ltd. with a value of $40.1M, Shopify Inc. with a value of $24M, and Grab Holdings LTD with a value of $22.6M.

Examining the 13F form we can see an decrease of $100M in the current position value, from $372M to 272M.

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 $272 Million
Technology: $103 Million
Consumer Cyclical: $87.2 Million
Financial Services: $40.1 Million
ETFs: $21.1 Million
Communication Services: $20.5 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4B
$15.6 Million 5.73% of portfolio
331,785
Q1 2025 Reduced 13.76%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $272 Million
  • Prior Value $372 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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