Marcho Partners as of Sept. 30, 2025
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 | 191k | 279.29 | |
| MercadoLibre (MELI) | 16.7 | $44M | 19k | 2336.94 | |
| Nu Hldgs Ord Shs Cl A (NU) | 11.0 | $29M | 1.8M | 16.01 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 10.3 | $27M | 415k | 65.00 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 9.6 | $25M | 170k | 148.61 | |
| Sea Sponsord Ads (SE) | 9.3 | $24M | 137k | 178.73 | |
| Grab Holdings Class A Ord (GRAB) | 9.3 | $24M | 4.1M | 6.02 | |
| Gitlab Class A Com (GTLB) | 8.4 | $22M | 490k | 45.08 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 5.1 | $13M | 20k | 666.18 |
