Marcho Partners LLP Diversified Active

Location: London, United Kingdom

CIK: 0001782974 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $165M (100.0% shares, 0.0% debt)

Holdings (7)

TSM TAIWAN SEMICONDUCTOR MFG LTD 22.8%

Value $37.52M Shares 123,464 Est. Cost $183.23 Unrealized —

MELI MERCADOLIBRE INC 20.3%

Value $33.51M Shares 16,635 Est. Cost $1607.23 Unrealized +30.7%

SE SEA LTD 12.1%

Value $19.98M Shares 156,592 Est. Cost $110.19 Unrealized —

IBIT ISHARES BITCOIN TRUST ETF 11.7%

Value $19.34M Shares 389,550 Est. Cost $61.65 Unrealized —

NU NU HLDGS LTD 11.2%

Value $18.46M Shares 1,102,515 Est. Cost $11.43 Unrealized +40.5%

SHOP SHOPIFY INC 11.0%

Value $18.14M Shares 112,717 Est. Cost $53.17 Unrealized +202.0%

GRAB GRAB HOLDINGS LIMITED 10.8%

Value $17.8M Shares 3,566,135 Est. Cost $3.15 Unrealized +75.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MFG LTD	123,464	$37.52M	22.8%	$183.23	—	SPONSORED ADS	874039100
MELI	MERCADOLIBRE INC	16,635	$33.51M	20.3%	$1607.23	+30.7%	COM	58733R102
SE	SEA LTD	156,592	$19.98M	12.1%	$110.19	—	SPONSORD ADS	81141R100
IBIT	ISHARES BITCOIN TRUST ETF	389,550	$19.34M	11.7%	$61.65	—	SHS BEN INT	46438F101
NU	NU HLDGS LTD	1,102,515	$18.46M	11.2%	$11.43	+40.5%	ORD SHS CL A	G6683N103
SHOP	SHOPIFY INC	112,717	$18.14M	11.0%	$53.17	+202.0%	CL A SUB VTG SHS	82509L107
GRAB	GRAB HOLDINGS LIMITED	3,566,135	$17.8M	10.8%	$3.15	+75.3%	CLASS A ORD	G4124C109