SEC Form 13F

Marcho Partners LLP 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$175,834,912
Positions6

Largest disclosed positions

IssuerTickerClassReported valueReported amount
TAIWAN SEMICONDUCTOR MFG LTDTSMSPONSORED ADS$61,401,652128,571
MERCADOLIBRE INCMELICOM$47,326,62827,882
SEA LTDSESPONSORD ADS$28,332,810295,657
SHOPIFY INCSHOPCL A SUB VTG SHS$21,492,672188,235
VANECK ETF TRUSTSMHPUT$16,069,30524,500
IREN LIMITEDIRENCALL$1,211,84526,500

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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