Marcho Partners LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES BITCOIN TRUST ETF(IBIT) | 366,900 | 414,550 | +47,650 | 22,457,949 | 26,945,750 | 10.82% | +4,487,801 |
| GRAB HOLDINGS LIMITED | 4,522,872 | 4,050,165 | -472,707 | 22,750,046 | 24,381,993 | 9.79% | +1,631,947 |
| MERCADOLIBRE INC(MELI) | 16,677 | 18,769 | +2,092 | 43,587,508 | 43,862,027 | 17.62% | +274,519 |
| SHOPIFY INC(SHOP) | 216,676 | 169,561 | -47,115 | 24,993,577 | 25,198,460 | 10.12% | +204,883 |
| GITLAB INC(GTLB) | 501,405 | 489,545 | -11,860 | 22,618,380 | 22,068,689 | 8.86% | -549,691 |
| SEA LTD(SE) | 158,165 | 136,606 | -21,559 | 25,296,910 | 24,415,590 | 9.81% | -881,320 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 253,879 | 190,538 | -63,341 | 57,501,055 | 53,215,358 | 21.37% | -4,285,697 |
| NU HLDGS LTD(NU) | 2,567,814 | 1,804,900 | -762,914 | 35,230,408 | 28,896,449 | 11.61% | -6,333,959 |
| SPDR S&P 500 ETF TR(SPY)(Put) | 45,000 | 20,000 | -25,000 | 27,803,250 | 13,323,600 | — | -14,479,650 |