Marcho Partners
Latest statistics and disclosures from Marcho Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, MELI, NU, IBIT, SHOP, and represent 67.90% of Marcho Partners's stock portfolio.
- Added to shares of these 2 stocks: MELI, IBIT.
- Reduced shares in these 7 stocks: TSM (-$18M), SPY (-$17M), NU (-$12M), SHOP (-$7.0M), SE, GRAB, GTLB.
- Marcho Partners was a net seller of stock by $-53M.
- Marcho Partners has $262M in assets under management (AUM), dropping by -7.06%.
- Central Index Key (CIK): 0001782974
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Portfolio Holdings for Marcho Partners
Marcho Partners holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 20.3 | $53M | -24% | 191k | 279.29 |
|
| MercadoLibre (MELI) | 16.7 | $44M | +12% | 19k | 2336.94 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 11.0 | $29M | -29% | 1.8M | 16.01 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 10.3 | $27M | +12% | 415k | 65.00 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 9.6 | $25M | -21% | 170k | 148.61 |
|
| Sea Sponsord Ads (SE) | 9.3 | $24M | -13% | 137k | 178.73 |
|
| Grab Holdings Class A Ord (GRAB) | 9.3 | $24M | -10% | 4.1M | 6.02 |
|
| Gitlab Class A Com (GTLB) | 8.4 | $22M | -2% | 490k | 45.08 |
|
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 5.1 | $13M | -55% | 20k | 666.18 |
|
Past Filings by Marcho Partners
SEC 13F filings are viewable for Marcho Partners going back to 2019
- Marcho Partners 2025 Q3 filed Nov. 13, 2025
- Marcho Partners 2025 Q2 filed Aug. 13, 2025
- Marcho Partners 2025 Q1 filed May 13, 2025
- Marcho Partners 2024 Q4 filed Feb. 13, 2025
- Marcho Partners 2024 Q3 filed Nov. 14, 2024
- Marcho Partners 2024 Q2 filed Aug. 14, 2024
- Marcho Partners 2024 Q1 filed May 13, 2024
- Marcho Partners 2023 Q3 filed Nov. 13, 2023
- Marcho Partners 2023 Q2 filed Aug. 11, 2023
- Marcho Partners 2023 Q1 filed May 15, 2023
- Marcho Partners 2022 Q4 filed Feb. 14, 2023
- Marcho Partners 2022 Q3 filed Nov. 14, 2022
- Marcho Partners 2022 Q2 filed Aug. 12, 2022
- Marcho Partners 2022 Q1 filed May 12, 2022
- Marcho Partners 2021 Q4 filed Feb. 11, 2022
- Marcho Partners 2021 Q3 filed Nov. 10, 2021