StockDriftsStockDriftsTop 5 Marcho Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 29.88% | 109.5K | $37.0M | -11.31%(-13.97K) | $171.55(+153.08%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 28.99% | 20.8K | $35.9M | +24.79%(+4.12K) | $1642.34(+7.37%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 16.6% | 534.9K | $20.6M | +37.31%(+145.35K) | $54.64(-36.18%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 13.14% | 137.2K | $16.3M | +21.68%(+24.44K) | $101.16(+18.09%) | 2026-03-31 | |
| SE | SEA LTD | 11.4% | 170.4K | $14.1M | +8.84%(+13.84K) | $100.67(+2.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.91% | +76.76% |
| Top 20 Holdings Unweighted | +17.03% | +60.29% |
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