Marcho Partners LLP
5 holdingsFiling period: 2026-03-31Current AUM: $136.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 109.5K | $37.0M | $44.3M | 32.41% | -13,966 | 2026-03-31 |
| 2 | MELI | MERCADOLIBRE INC | 20.8K | $35.9M | $39.0M | 28.54% | +4.1K | 2026-03-31 |
| 3 | IBIT | ISHARES BITCOIN TRUST ETF | 534.9K | $20.6M | $19.1M | 13.96% | +145.3K | 2026-03-31 |
| 4 | SHOP | SHOPIFY INC | 137.2K | $16.3M | $16.1M | 11.77% | +24.4K | 2026-03-31 |
| 5 | SE | SEA LTD | 170.4K | $14.1M | $18.2M | 13.32% | +13.8K | 2026-03-31 |
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