Marcho Partners LLP: 13F holdings
CIK 17829742026Q2
| Positions | 6 |
|---|---|
| Reported value | $175.8m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 128,571 | $61.4m | 34.9% |
| MELI MERCADOLIBRE INC | 27,882 | $47.3m | 26.9% |
| SE SEA LTD | 295,657 | $28.3m | 16.1% |
| SHOP SHOPIFY INC | 188,235 | $21.5m | 12.2% |
| SMH VANECK ETF TRUST | 24,500 | $16.1m | 9.1% |
| IREN LIMITED | 26,500 | $1.2m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1782974")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.