Craig Simkin

Marcho Partners Llp

Assets Managed

$123.832M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 18d ago

Growth Rate

-24.83%(2Q avg: -31.01%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marcho Partners Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.

Assets under management

The assets under management (AUM) of Marcho Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 123.832M in assets, with a quarterly growth rate of -24.83% and a 2-quarter average growth rate of -31.01%. The portfolio is managed by Craig Simkin, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
TSM Taiwan Semiconductor-sp Adr Recent Activity Decreased -11.31%	29.89%	$37.005M 109,498 shares@ $337.95 avg price	Decreased -11.31%
MELI Mercadolibre Inc Recent Activity Increased 24.8%	28.99%	$35.893M 20,759 shares@ $1729.02 avg price	Increased 24.8%
IBIT Ishares Bitcoin Trust Etf Recent Activity Increased 37.32%	16.6%	$20.551M 534,900 shares@ $38.42 avg price	Increased 37.32%
SHOP Shopify Inc - Class A Recent Activity Increased 21.69%	13.14%	$16.27M 137,158 shares@ $118.63 avg price	Increased 21.69%
SE Sea Ltd-adr Recent Activity Increased 8.85%	11.4%	$14.114M 170,436 shares@ $82.81 avg price	Increased 8.85%

1-5 of 5