Marcho Partners LLP Diversified Active

Location: London, United Kingdom

CIK: 0001782974 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 6, 2026

Total Value: $176M (100.0% shares, 0.0% debt)

Holdings (6)

New Positions (2)

SMH VANECK ETF TRUST 9.1%

Value $16.07M Shares 24,500 Est. Cost $655.89 Unrealized —

IREN IREN LIMITED 0.7%

Value $1.212M Shares 26,500 Est. Cost $45.73 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SMH	VANECK ETF TRUST	24,500	$16.07M	9.1%	$655.89	—	PUT	92189F676
IREN	IREN LIMITED	26,500	$1.212M	0.7%	$45.73	—	CALL	Q4982L109

Increased Positions (4)

TSM TAIWAN SEMICONDUCTOR MFG LTD 34.9%

Value $61.4M (+65.9%) Shares 128,571 (+17.4%) Est. Cost $226.90 Unrealized —

SE SEA LTD 16.1%

Value $28.33M (+100.7%) Shares 295,657 (+73.5%) Est. Cost $102.83 Unrealized —

MELI MERCADOLIBRE INC 26.9%

Value $47.33M (+31.9%) Shares 27,882 (+34.3%) Est. Cost $1698.19 Unrealized —

SHOP SHOPIFY INC 12.2%

Value $21.49M (+32.1%) Shares 188,235 (+37.2%) Est. Cost $80.54 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MFG LTD	128,571 (+17.4%)	$61.4M (+65.9%)	34.9%	$226.90	—	SPONSORED ADS	874039100
SE	SEA LTD	295,657 (+73.5%)	$28.33M (+100.7%)	16.1%	$102.83	—	SPONSORD ADS	81141R100
MELI	MERCADOLIBRE INC	27,882 (+34.3%)	$47.33M (+31.9%)	26.9%	$1698.19	—	COM	58733R102
SHOP	SHOPIFY INC	188,235 (+37.2%)	$21.49M (+32.1%)	12.2%	$80.54	—	CL A SUB VTG SHS	82509L107

Exited Positions (1)

IBIT ISHARES BITCOIN TRUST ETF 11.7%

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

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IBIT	ISHARES BITCOIN TRUST ETF	534,900	$20.55M	11.7%	$55.33	—	—	46438F101