Marcho Partners LLP
6 holdingsFiling period: 2026-06-30Current AUM: $173.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 128.6K | $61.4M | $53.2M | 30.66% | +19.1K | 2026-06-30 |
| 2 | MELI | MERCADOLIBRE INC | 27.9K | $47.3M | $51.0M | 29.40% | +7.1K | 2026-06-30 |
| 3 | SE | SEA LTD | 295.7K | $28.3M | $30.3M | 17.49% | +125.2K | 2026-06-30 |
| 4 | SHOP | SHOPIFY INC | 188.2K | $21.5M | $24.4M | 14.09% | +51.1K | 2026-06-30 |
| 5 | SMH | VANECK ETF TRUST | 24.5K | $16.1M | $13.3M | 7.66% | -- | 2026-06-30 |
| 6 | — | IREN LIMITED | 26.5K | $1.2M | $1.2M | 0.70% | -- | 2026-06-30 |
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