Investor
Marcho Partners LLP
CIK 0001782974 · filed 2026-05-13 · SEC filing
13F book
$123.8M
Positions
5
0 new · 2 sold
Largest name
29.9%
Taiwan Semiconductor Mfg Ltd
Est. mark
−$17.2M
Price effect on 5 names still held. Flow −$23.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd | — | 109.5K | $37M | 29.9% | $3.73M | Cut−$514.6K |
| Mercadolibre Inc | MELI | 20.8K | $35.9M | 29.0% | −$4.74M | Added$2.39M |
| Ishares Bitcoin Trust Etf | IBIT | 534.9K | $20.6M | 16.6% | −$4.37M | Added$1.21M |
| Shopify Inc. | SHOP | 137.2K | $16.3M | 13.1% | −$4.77M | Added−$1.87M |
| Sea Ltd | SE | 170.4K | $14.1M | 11.4% | −$7.01M | Added−$5.86M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.