Marcho Partners

Latest statistics and disclosures from Marcho Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TSM, MELI, SE, IBIT, NU, and represent 78.18% of Marcho Partners's stock portfolio.
  • Added to shares of these 1 stock: SE.
  • Reduced shares in these 8 stocks: GTLB (-$22M), TSM (-$20M), , NU (-$12M), SHOP (-$9.2M), MELI, GRAB, IBIT.
  • Sold out of its positions in GTLB, SPY.
  • Marcho Partners was a net seller of stock by $-82M.
  • Marcho Partners has $165M in assets under management (AUM), dropping by -37.20%.
  • Central Index Key (CIK): 0001782974

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Portfolio Holdings for Marcho Partners

Marcho Partners holds 7 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 22.8 $38M -35% 124k 303.89
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MercadoLibre (MELI) 20.3 $34M -11% 17k 2014.26
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Sea Sponsord Ads (SE) 12.1 $20M +14% 157k 127.57
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 11.7 $19M -6% 390k 49.65
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Nu Hldgs Ord Shs Cl A (NU) 11.2 $19M -38% 1.1M 16.74
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Shopify Cl A Sub Vtg Shs (SHOP) 11.0 $18M -33% 113k 160.97
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Grab Holdings Class A Ord (GRAB) 10.8 $18M -11% 3.6M 4.99
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Past Filings by Marcho Partners

SEC 13F filings are viewable for Marcho Partners going back to 2019

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