Marcho Partners LLP reported 6 holdings worth US$176M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Marcho Partners LLP reported 6 holdings worth US$176M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Mercadolibre, Inc. and Shopify Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 6
- Value as reported
- US$176M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 129K | US$61.4M | 34.9% |
| Mercadolibre, Inc. | 27,882 | US$47.3M | 26.9% |
| Shopify Inc. | 188K | US$21.5M | 12.2% |