2026 Q1 Portfolio Activity
In 2026 Q1, Marcho Partners LLP maintained a portfolio of 7 distinct positions. They heavily accumulated shares in MERCADOLIBRE INC, increasing the position by 24.8%. Conversely, Marcho Partners LLP completely exited their position in NU HLDGS LTD.
Position History
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Total Positions
7
Quarter
2026 Q1
Top Holding
TSM (29.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Marcho Partners LLP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSM
TAIWAN SEMICOND...
|
Technology | 29.88% | 22.78% |
#1
Prev: #1
|
6.5 | -13,966 | -11.3% |
P
S
|
109,498 | $37,004,849 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 28.99% | 20.34% |
#2
Prev: #2
|
8.0 | 4,124 | 24.8% |
P
S
|
20,759 | $35,892,726 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 16.60% | 11.74% |
#3
1
Prev: #4
|
7.5 | 145,350 | 37.3% |
P
S
|
534,900 | $20,550,858 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SHOP
SHOPIFY INC
|
Technology | 13.14% | 11.01% |
#4
2
Prev: #6
|
7.0 | 24,441 | 21.7% |
P
S
|
137,158 | $16,269,682 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 11.40% | 12.13% |
#5
2
Prev: #3
|
6.5 | 13,844 | 8.8% |
P
S
|
170,436 | $14,113,805 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GRAB
GRAB HOLDINGS L...
|
Technology | 0.00% | 10.80% |
Sold All 😨
(Was: #7) |
0.0 | -3,566,135 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.00% | 11.20% |
Sold All 😨
(Was: #5) |
0.0 | -1,102,515 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-7 of 7 holdings