Marcho Partners LLP

Est. AUM

$123.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$37.0M	109498	29.88%	SOLE
2	MERCADOLIBRE INC	COM	$35.9M	20759	28.99%	SOLE
3	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$20.6M	534900	16.60%	SOLE
4	SHOPIFY INC	CL A SUB VTG SHS	$16.3M	137158	13.14%	SOLE
5	SEA LTD	SPONSORD ADS	$14.1M	170436	11.40%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.