Marcho Partners as of June 30, 2026
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 | 129k | 477.57 | |
| MercadoLibre (MELI) | 26.9 | $47M | 28k | 1697.39 | |
| Sea Sponsord Ads (SE) | 16.1 | $28M | 296k | 95.83 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 12.2 | $22M | 188k | 114.18 | |
| Vaneck Etf Trust Put (SMH) | 9.1 | $16M | 25k | 655.89 | |
| Iren Call (IREN) | 0.7 | $1.2M | 27k | 45.73 |
