Marcho Partners LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERCADOLIBRE INC(MELI) | 16,635 | 20,759 | +4,124 | 33,507,215 | 35,892,726 | 28.99% | +2,385,511 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 389,550 | 534,900 | +145,350 | 19,341,158 | 20,550,858 | 16.60% | +1,209,700 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 123,464 | 109,498 | -13,966 | 37,519,475 | 37,004,849 | 29.88% | -514,626 |
| SHOPIFY INC(SHOP) | 112,717 | 137,158 | +24,441 | 18,144,055 | 16,269,682 | 13.14% | -1,874,373 |
| SEA LTD(SE) | 156,592 | 170,436 | +13,844 | 19,976,441 | 14,113,805 | 11.40% | -5,862,636 |
| GRAB HOLDINGS LIMITED | 3,566,135 | 0 | -3,566,135 | 17,795,014 | 0 | — | -17,795,014 |
| NU HLDGS LTD(NU) | 1,102,515 | 0 | -1,102,515 | 18,456,101 | 0 | — | -18,456,101 |