Vault-13

Marcho Partners LLP

LONDON, X0 · CIK 1782974 · 13F filing filed 2026-08-06

Exempt reporting adviser since 2020 · limited liability partnership

As an employer

In the UK

CompanyTownStaffPay gap reportFCA register
MARCHO PARTNERS LLP Limited Liability PartnershipFCA: Authorised · manages investments, manages AIFs, advises, deals London Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$175.8m reported value +42.0% vs Q1 2026
6positions
100.0%in top 10
2 new 4 added 0 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 128,571 $61.4m34.92% 34.92% AddedShares held: Q3 2025 190.5k, Q4 2025 123.5k, Q1 2026 109.5k, Q2 2026 128.6k +19.1k +19,073 17.4%
2 MERCADOLIBRE INC COM MELI MELI 27,882 $47.3m26.92% 26.92% AddedShares held: Q3 2025 18.8k, Q4 2025 16.6k, Q1 2026 20.8k, Q2 2026 27.9k +7.1k +7,123 34.3%
3 SEA LTD SPONSORD ADS SE SE 295,657 $28.3m16.11% 16.11% AddedShares held: Q3 2025 136.6k, Q4 2025 156.6k, Q1 2026 170.4k, Q2 2026 295.7k +125.2k +125,221 73.5%
4 SHOPIFY INC CL A SUB VTG SHS SHOP SHOP 188,235 $21.5m12.22% 12.22% AddedShares held: Q3 2025 169.6k, Q4 2025 112.7k, Q1 2026 137.2k, Q2 2026 188.2k +51.1k +51,077 37.2%
5 VANECK ETF TRUST SEMICONDUCTR ETF SMH SMH 24,500 $16.1m9.14% 9.14% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 24.5k
6 IREN LIMITED ORDINARY SHARES IREN IREN 26,500 $1.2m0.69% 0.69% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 26.5k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
ISHARES BITCOIN TRUST ETF IBIT IBIT 534,900 $20.6m534.9k shares