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Marcho Partners LLP
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $121,008,975
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $50,553,607
- MERCADOLIBRE INC · COM · 58733R102 · shares: $41,028,388
- SEA LTD · SPONSORD ADS · 81141R100 · shares: $28,997,605
- VANECK ETF TRUST · PUT · 92189F676 · shares · PUT: $226,375
- ISHARES TR · PUT · 464287523 · shares · PUT: $203,000
Reported holdings
6 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 110,817 shares | $50,553,607 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 23,736 shares | $41,028,388 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 297,839 shares | $28,997,605 |
| VANECK ETF TRUST | PUT | 92189F676 | PUT | 10,000 shares | $204,500 |
| ISHARES TR | PUT | 464287523 | PUT | 10,000 shares | $203,000 |
| VANECK ETF TRUST | PUT | 92189F676 | PUT | 12,500 shares | $21,875 |