Marcho Partners as of Dec. 31, 2025
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 | 124k | 303.89 | |
| MercadoLibre (MELI) | 20.3 | $34M | 17k | 2014.26 | |
| Sea Sponsord Ads (SE) | 12.1 | $20M | 157k | 127.57 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 11.7 | $19M | 390k | 49.65 | |
| Nu Hldgs Ord Shs Cl A (NU) | 11.2 | $19M | 1.1M | 16.74 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 11.0 | $18M | 113k | 160.97 | |
| Grab Holdings Class A Ord (GRAB) | 10.8 | $18M | 3.6M | 4.99 |
