Q2 2025 · 13F-HR
Marcho Partners LLPholdings as filed
Filed 2025-08-13 · accession 0001782974-25-000004
$282.2M
Reported value
9
Positions
2025-06-30
Period end
The Brief · Marcho Partners LLP · Q2 2025
AI · grounded in 13F
Marcho Partners LLP established a new position in TSM valued at $57.5M. The fund also initiated new stakes in MELI for $43.6M and NU for $35.2M. Additional new positions include SPY, SE, and SHOP.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $57.5M | 20.4% | 253,879 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $43.6M | 15.4% | 16,677 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $35.2M | 12.5% | 2,567,814 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $27.8M | 9.85% | 45,000 | PUT | SOLE |
| 81141R100 | SE | SEA LTD | $25.3M | 8.96% | 158,165 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $25.0M | 8.86% | 216,676 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $22.8M | 8.06% | 4,522,872 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $22.6M | 8.01% | 501,405 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $22.5M | 7.96% | 366,900 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.