Marcho Partners LLP reported 5 positions worth $159.77M for the quarter ended Jun 30, 2026, up 29.0% on the prior quarter. It opened 1 new position, added to 4, trimmed 0 and exited 1. Its largest holding is Taiwan Semiconductor Manufacturing Co Ltd at 38.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBIT iShares Bitcoin Trust ETF | -534.9K | -100.0% | $20.55M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| IREN IREN Ltd | +26.5K | $1.21M | 0.759% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IBIT iShares Bitcoin Trust ETF | -534.9K | $20.55M | 16.6% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 128.6K | $61.40M | 38.43% | +19.1K | +17.4% | Added | 0% |
| 2 | MELI Mercadolibre Inc | Technology | 27.9K | $47.33M | 29.62% | +7,123 | +34.3% | Added | 0.05% |
| 3 | SE Sea Ltd | Technology | 295.7K | $28.33M | 17.73% | +125.2K | +73.5% | Added | 0.05% |
| 4 | SHOP Shopify Inc. | Technology | 188.2K | $21.49M | 13.45% | +51.1K | +37.2% | Added | 0.02% |
| 5 | IREN IREN Ltd | Technology | 26.5K | $1.21M | 0.759% | +26.5K | – | New | 0.01% |
Tip. Select a row to see that position’s full history at Marcho Partners LLP.
As of its Q2 2026 13F filing, Marcho Partners LLP’s five largest positions were Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 38.4%, Mercadolibre Inc (MELI) at 29.6%, Sea Ltd (SE) at 17.7%, Shopify Inc. (SHOP) at 13.5%, IREN Ltd (IREN) at 0.8% of the reported portfolio.
Marcho Partners LLP reported a 13F portfolio worth $159.77M across 5 positions for Q2 2026. That is up 29.0% from the previous quarter.
Its largest purchases by value were Mercadolibre Inc ($12.09M), Sea Ltd ($12.00M), Taiwan Semiconductor Manufacturing Co Ltd ($9.11M). It opened 1 new positions.
Its largest sales by value were iShares Bitcoin Trust ETF ($20.55M). It exited 1 positions entirely.
From the Form 13F-HR reports Marcho Partners LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.