StockDriftsStockDriftsTop 4 Marcho Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 34.92% | 128.6K | $61.4M | +17.42%(+19.07K) | $205.00(+106.64%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 26.92% | 27.9K | $47.3M | +34.31%(+7.12K) | $1646.42(+14.98%) | 2026-06-30 | |
| SE | SEA LTD | 16.11% | 295.7K | $28.3M | +73.47%(+125.22K) | $94.91(+35.72%) | 2026-06-30 | |
| SHOP | SHOPIFY INC | 12.22% | 188.2K | $21.5M | +37.24%(+51.08K) | $104.37(+45.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.25% | +78.27% | -1.21% | -5.91% |
| Top 20 Holdings Unweighted | +16.72% | +59.03% | -5.37% | -24.11% |
Marcho Partners LLP reports $175.83M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are TSM (34.9%), MELI (26.9%) and SE (16.1%). The top 20 holdings account for 90.17% of reported assets. Its disclosed equity book has returned +78.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marcho Partners LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1782974). View Marcho Partners LLP’s 13F filings on SEC