13F Filings History of Marcho Partners LLP

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$164,739,459
Signature - Title
Craig Simkin - COO
Location
London, United Kingdom
Summary
This page shows a list of all the recent 13F filings made by Marcho Partners LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marcho Partners LLP reported 7 stock holdings with total value $164,739,459 as of Q4 2025. Top holdings included TSM, MELI, SE, IBIT, and NU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 7 $164,739,459 +$2,549,614 -$71,314,901 -$68,765,287 TSM, MELI, SE, IBIT, NU 13F-HR 13 Feb 2026, 06:06
Q3 2025 8 $248,984,316 +$7,986,128 -$44,140,106 -$36,153,978 TSM, MELI, NU, IBIT, SHOP 13F-HR 13 Nov 2025, 06:06
Q2 2025 8 $254,435,833 +$31,669,344 -$90,663,374 -$58,994,030 TSM, MELI, NU, SE, SHOP 13F-HR 13 Aug 2025, 09:28
Q1 2025 8 $250,956,532 +$12,990,686 -$58,006,160 -$45,015,474 MELI, TSM, NU, SHOP, GRAB 13F-HR 13 May 2025, 06:31
Q4 2024 9 $292,341,902 +$58,591,054 -$76,909,204 -$18,318,150 MELI, TSM, NU, DLO, SHOP 13F-HR 13 Feb 2025, 06:52
Q3 2024 10 $285,617,644 +$13,847,525 -$83,642,660 -$69,795,135 MELI, SHOP, DLO, NU, GRAB 13F-HR 14 Nov 2024, 06:05
Q2 2024 9 $330,213,970 +$48,172,419 -$53,558,463 -$5,386,044 MELI, SHOP, GTLB, ESTC, DLO 13F-HR 14 Aug 2024, 07:13
Q1 2024 9 $339,836,883 +$68,987,855 -$17,971,560 +$51,016,295 MELI, DLO, SPOT, SHOP, ESTC 13F-HR 13 May 2024, 10:47
Q4 2023 8 $292,022,696 +$17,158,112 -$110,419,680 -$93,261,568 MELI, SHOP, SPOT, GTLB, ESTC 13F-HR 13 Feb 2024, 06:13
Q3 2023 10 $322,341,021 +$21,009,254 -$89,586,599 -$68,577,345 MELI, ESTC, SPOT, GTLB, SHOP 13F-HR 13 Nov 2023, 06:51
Q2 2023 12 $404,558,472 +$15,355,757 -$100,125,865 -$84,770,108 MELI, GTLB, U, SHOP, SPOT 13F-HR 11 Aug 2023, 12:13
Q1 2023 12 $422,714,864 +$45,824,801 -$137,677,601 -$91,852,800 U, MELI, SHOP, SPOT, ESTC 13F-HR 15 May 2023, 06:09
Q4 2022 13 $425,077,915 +$53,715,703 -$43,570,702 +$10,145,001 GTLB, ESTC, SHOP, U, MELI 13F-HR 14 Feb 2023, 07:28
Q3 2022 14 $444,038,000 +$57,278,941 -$30,429,251 +$26,849,690 MELI, COINBASE GLOBAL INC, ESTC, SHOP, SPOT 13F-HR 14 Nov 2022, 08:43
Q2 2022 12 $416,836,000 +$164,244,347 -$167,690,838 -$3,446,491 GTLB, SHOP, COINBASE GLOBAL INC, MELI, U 13F-HR 12 Aug 2022, 07:45
Q1 2022 11 $808,628,000 +$135,236,342 -$241,920,955 -$106,684,613 SHOP, MELI, WIX, SPOT, U 13F-HR 12 May 2022, 11:40
Q4 2021 11 $1,363,434,000 +$375,521,907 -$437,956,837 -$62,434,930 WIX, MELI, SHOP, ESTC, CZOO 13F-HR 11 Feb 2022, 10:02
Q3 2021 17 $1,561,979,000 +$239,736,612 -$90,433,877 +$149,302,735 APP, SHOP, MELI, WIX, ESTC 13F-HR 10 Nov 2021, 11:31
Q2 2021 19 $1,493,060,000 +$635,048,622 -$475,766,538 +$159,282,084 MELI, SHOP, APP, ESTC, WIX 13F-HR 12 Aug 2021, 12:41
Q1 2021 25 $1,205,182,000 +$647,060,575 -$488,730,789 +$158,329,786 MELI, SE, SHOP, ESTC, U 13F-HR 14 May 2021, 08:20
Q4 2020 23 $1,110,603,000 +$437,241,320 -$37,653,000 +$399,588,320 SNAP INC, U, SE, MELI, BTWNU 13F-HR 12 Feb 2021, 07:28
Q3 2020 14 $521,191,000 +$335,306,190 $0 +$335,306,190 SE, SNAP INC, MELI, ESTC, U 13F-HR 13 Nov 2020, 09:23
Q2 2020 5 $166,135,000 +$63,592,312 -$41,267,000 +$22,325,312 MELI, ESTC, SPOT, SE, ARCE 13F-HR 12 Aug 2020, 12:15
Q1 2020 9 $99,718,000 +$18,042,790 -$51,682,092 -$33,639,302 ESTC, PALO ALTO NETWORKS INC, ARCE, SNAP, SPOT 13F-HR 14 May 2020, 11:09
Q4 2019 10 $146,274,000 $0 $0 $0 ESTC, SE, PAGS, MELI, PALO ALTO NETWORKS INC 13F-HR 12 Feb 2020, 10:49