Q2 2026 13F · SEC CIK 1782974
Marcho Partners LLP
Hedge fundFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $175.8M
- Reported positions
- 6
- Top holdings a year, 3 yrs
- +20.2%
- Average holding period
- 3.7 yrs
Marcho Partners LLP is a hedge fund that reported 6 positions worth $175.8M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 34.9%), Mercadolibre Inc (MELI, 26.9%), Sea Ltd (SE, 16.1%). A portfolio copying its top holdings returned 20.2% a year over the last 3 years, against 22.3% for the S&P 500.
Marcho Partners LLP holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | 34.9% | +17.4% | $61.4M |
| MELIMercadolibre Inc | 26.9% | +34.3% | $47.3M |
| SESea Ltd | 16.1% | +73.5% | $28.3M |
| SHOPShopify Inc | 12.2% | +37.2% | $21.5M |
| SMHVaneck ETF Trust | 9.1% | — | $16.1M |
| IRENIren Limited | 0.7% | — | $1.2M |
What Marcho Partners LLP bought and sold in Q2 2026, against Q1 2026.
New positions
- SMH Vaneck ETF Trust9.1% of 13F
- IREN Iren Limited0.7% of 13F
Added to
- SE Sea Ltd+73.5% shares
- SHOP Shopify Inc+37.2% shares
- MELI Mercadolibre Inc+34.3% shares
- TSM Taiwan Semiconductor Manufac+17.4% shares
Reduced
No position shrank by more than 5%.
Sold out
- IBIT Ishares Bitcoin Trust ETFwas 16.6%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -19.9% /yr
- S&P 500 +11.7%
- 3 years
- +20.2% /yr
- S&P 500 +22.3%
- 5 years
- -6.9% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $175.8M | 6 |
| Q1 2026 | $123.8M | 5 |
| Q4 2025 | $164.7M | 7 |
| Q3 2025 | $249.0M | 8 |
| Q2 2025 | $254.4M | 8 |
| Q1 2025 | $251.0M | 8 |
| Q4 2024 | $292.3M | 9 |
| Q3 2024 | $285.6M | 10 |
| Q2 2024 | $330.2M | 9 |
| Q1 2024 | $339.8M | 9 |
| Q4 2023 | $292.0M | 8 |
| Q3 2023 | $300.9M | 9 |
Questions about Marcho Partners LLP's portfolio
What stocks does Marcho Partners LLP own?
Marcho Partners LLP's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 6 positions worth $175.8M. The largest are Taiwan Semiconductor Manufac (TSM) at 34.9%, Mercadolibre Inc (MELI) at 26.9%, Sea Ltd (SE) at 16.1%, Shopify Inc (SHOP) at 12.2% and Vaneck ETF Trust (SMH) at 9.1%.
What did Marcho Partners LLP buy last quarter?
In Q2 2026, Marcho Partners LLP added a new position in Vaneck ETF Trust (SMH), a new position in Iren Limited (IREN), Sea Ltd (SE) (+73.5% shares), Shopify Inc (SHOP) (+37.2% shares) and Mercadolibre Inc (MELI) (+34.3% shares), compared with its Q1 2026 filing.
What did Marcho Partners LLP sell last quarter?
In Q2 2026, Marcho Partners LLP sold all of Ishares Bitcoin Trust ETF (IBIT), compared with its Q1 2026 filing.
How has Marcho Partners LLP's portfolio performed?
A portfolio copying Marcho Partners LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.2% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -19.9% against +11.7%. Over 5 years: -6.9% a year against +10.6%.
When is Marcho Partners LLP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Marcho Partners LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.