MARCHO PARTNERS LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRAB | 3.57M | $17.80M |
 | NU | 1.10M | $18.46M |
 | SE | 157K | $19.98M |
 | TSM | 123K | $37.52M |
 | SHOP | 113K | $18.14M |
 | MELI | 17K | $33.51M |
Grab Holdings Limited
GRAB
Shares Held
3.57M
Value
$17.80M
Nu Holdings Ltd.
NU
Shares Held
1.10M
Value
$18.46M
Sea Limited
SE
Shares Held
157K
Value
$19.98M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
123K
Value
$37.52M
Shopify Inc.
SHOP
Shares Held
113K
Value
$18.14M
MercadoLibre, Inc.
MELI
Shares Held
17K
Value
$33.51M