Marcho Partners

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

  • Top 5 stock holdings are TSM, MELI, IBIT, SHOP, SE, and represent 100.00% of Marcho Partners's stock portfolio.
  • Added to shares of these 4 stocks: MELI (+$7.1M), IBIT (+$5.6M), SHOP, SE.
  • Reduced shares in these 3 stocks: NU (-$19M), GRAB (-$18M), TSM.
  • Sold out of its positions in GRAB, NU.
  • Marcho Partners was a net seller of stock by $-24M.
  • Marcho Partners has $124M in assets under management (AUM), dropping by -24.83%.
  • Central Index Key (CIK): 0001782974

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Portfolio Holdings for Marcho Partners

Marcho Partners holds 5 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 29.9 $37M -11% 110k 337.95
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MercadoLibre (MELI) 29.0 $36M +24% 21k 1729.02
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 16.6 $21M +37% 535k 38.42
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Shopify Cl A Sub Vtg Shs (SHOP) 13.1 $16M +21% 137k 118.62
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Sea Sponsord Ads (SE) 11.4 $14M +8% 170k 82.81
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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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