Marcho Partners LLP Portfolio Holdings

Marcho Partners LLP

  • $235 Million
  • Q3 2025

Marcho Partners LLP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $235 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $53.2M, Mercadolibre Inc with a value of $43.9M, Nu Holdings Ltd. with a value of $28.9M, Shopify Inc. with a value of $25.2M, and Sea LTD with a value of $24.4M.

Examining the 13F form we can see an decrease of $24.4M in the current position value, from $260M to 235M.

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 $235 Million
Technology: $125 Million
Consumer Cyclical: $68.3 Million
Financial Services: $28.9 Million
ETFs: $13.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $235 Million
  • Prior Value $260 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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