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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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