Marcho Partners as of June 30, 2025
Portfolio Holdings for Marcho Partners
Marcho Partners holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 20.4 | $58M | 254k | 226.49 | |
| MercadoLibre (MELI) | 15.4 | $44M | 17k | 2613.63 | |
| Nu Hldgs Ord Shs Cl A (NU) | 12.5 | $35M | 2.6M | 13.72 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 9.9 | $28M | 45k | 617.85 | |
| Sea Sponsord Ads (SE) | 9.0 | $25M | 158k | 159.94 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 8.9 | $25M | 217k | 115.35 | |
| Grab Holdings Class A Ord (GRAB) | 8.1 | $23M | 4.5M | 5.03 | |
| Gitlab Class A Com (GTLB) | 8.0 | $23M | 501k | 45.11 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 8.0 | $23M | 367k | 61.21 |
