Marcho Partners

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

  • Top 5 stock holdings are TSM, MELI, SE, SHOP, SMH, and represent 99.31% of Marcho Partners's stock portfolio.
  • Added to shares of these 6 stocks: SMH (+$16M), MELI (+$12M), SE (+$12M), TSM (+$9.1M), SHOP (+$5.8M), IREN.
  • Started 2 new stock positions in SMH, IREN.
  • Reduced shares in these 1 stock: IBIT (-$21M).
  • Sold out of its position in IBIT.
  • Marcho Partners was a net buyer of stock by $36M.
  • Marcho Partners has $176M in assets under management (AUM), dropping by 41.99%.
  • Central Index Key (CIK): 0001782974

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Portfolio Holdings for Marcho Partners

Marcho Partners holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 34.9 $61M +17% 129k 477.57
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MercadoLibre (MELI) 26.9 $47M +34% 28k 1697.39
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Sea Sponsord Ads (SE) 16.1 $28M +73% 296k 95.83
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Shopify Cl A Sub Vtg Shs (SHOP) 12.2 $22M +37% 188k 114.18
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Vaneck Etf Trust Put (SMH) 9.1 $16M NEW 25k 655.89
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Iren Call (IREN) 0.7 $1.2M NEW 27k 45.73
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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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