Marcho Partners LLP
โขCIK: 1782974โขFiling: Q4 2025
**Marcho Partners LLP** manages $165M across a concentrated portfolio of seven positions. The fund exhibits notable allocations to technology and financial sectors, with TSM representing the largest holding at $37.5M. Significant exposure is also evident in MLB1 ($33.5M) and SE ($20.0M). This structure suggests a targeted, conviction-driven approach within its current investment mandate.
Total AUM
$164.7M
QoQ Performance
-33.8%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
TSM
MLB1
SE
IBIT
NU
SHOP
GRAB
TSM22.8%
MLB120.3%
SE12.1%
IBIT11.7%
NU11.2%
SHOP11.0%
GRAB10.8%
Changes from Q3 2025
โ1 increased
โ6 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023