Fund HoldingsMarcho Partners LLP

Total Portfolio Value
$123.83M
Total Bought
$11.33M
Total Sold
$36.77M
Net Transaction
-$25.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
MERCADOLIBRE INC(MELI)16,63520,759+4,12433,50735,89328.99%+2,386
ISHARES BITCOIN TRUST ETF(IBIT)389,550534,900+145,35019,34120,55116.60%+1,210
TAIWAN SEMICONDUCTOR MANUFAC(TSM)123,464109,498-13,96637,51937,00529.88%-515
SHOPIFY INC(SHOP)112,717137,158+24,44118,14416,27013.14%-1,874
SEA LTD(SE)156,592170,436+13,84419,97614,11411.40%-5,863
GRAB HOLDINGS LIMITED
CLASS A ORD
3,566,1350-3,566,13517,7950-17,795
NU HLDGS LTD(NU)1,102,5150-1,102,51518,4560-18,456
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