Marcho Partners LLP
LONDON, X0
$176m in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 19.6% of the portfolio this quarter.
Value
$176m
Stocks
6
Top 10 share
100.0%
Turnover
19.6%
What changed this quarter
New
Bought for the first time this quarter.
- Vaneck ETF TrustSMH9.1% of the fund
- IrenIREN0.7% of the fund
Added
Bought more of a stock they already held.
- Taiwan Semiconductor ManufacturingTSM34.9% of the fund+17%
- MercadoLibreMELI26.9% of the fund+34%
- SeaSE16.1% of the fund+73%
- ShopifySHOP12.2% of the fund+37%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Ishares Bitcoin Trust ETFIBIT-100%
Holdings
- SeaSE
- Share
- 16.1%
- Value
- $28m
- Shares
- 295,657
+73%
- Vaneck ETF TrustSMH
- Share
- 9.1%
- Value
- $16m
- Shares
- 24,500
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 34.9% | $61m | 128,571 | +17% |
| MercadoLibreMELI | 26.9% | $47m | 27,882 | +34% |
| SeaSE | 16.1% | $28m | 295,657 | +73% |
| ShopifySHOP | 12.2% | $21m | 188,235 | +37% |
| Vaneck ETF TrustSMH | 9.1% | $16m | 24,500 | New |
| IrenIREN | 0.7% | $1m | 26,500 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 30.9% since 30 June 2025.
Where the money is
Technology74.1%
Financial services0.7%
Other25.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.