Marcho Partners LLP Diversified Active

Location: London, United Kingdom

CIK: 0001782974 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $124M (100.0% shares, 0.0% debt)

Holdings (5)

TSM TAIWAN SEMICONDUCTOR MANUFAC 29.9%

Value $37M Shares 109,498 Est. Cost $183.23 Unrealized —

MELI MERCADOLIBRE INC 29.0%

Value $35.89M Shares 20,759 Est. Cost $1698.46 Unrealized +21.7%

IBIT ISHARES BITCOIN TRUST ETF 16.6%

Value $20.55M Shares 534,900 Est. Cost $55.33 Unrealized —

SHOP SHOPIFY INC 13.1%

Value $16.27M Shares 137,158 Est. Cost $68.01 Unrealized +100.6%

SE SEA LTD 11.4%

Value $14.11M Shares 170,436 Est. Cost $107.97 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MANUFAC	109,498	$37M	29.9%	$183.23	—	SPONSORED ADS	874039100
MELI	MERCADOLIBRE INC	20,759	$35.89M	29.0%	$1698.46	+21.7%	COM	58733R102
IBIT	ISHARES BITCOIN TRUST ETF	534,900	$20.55M	16.6%	$55.33	—	SHS BEN INT	46438F101
SHOP	SHOPIFY INC	137,158	$16.27M	13.1%	$68.01	+100.6%	CL A SUB VTG SHS	82509L107
SE	SEA LTD	170,436	$14.11M	11.4%	$107.97	—	SPONSORD ADS	81141R100