Marcho Partners LLP has filed its Form 13F-HR report for the third quarter of 2026, disclosing the firm's equity holdings as of September 30, 2026. The filing lists a total of six positions held by the firm during this period.
The largest holding disclosed in the report is MercadoLibre Inc. Class A, which the firm holds 23,736 shares. The firm also holds a position in Taiwan Semiconductor Manufacturing Company Sponsored ADSs, with 110,817 shares. Sea Ltd. Sponsored ADSs are listed as the third largest position, with 297,839 shares held.
In addition to these equity positions, the filing includes several holdings in exchange-traded funds (ETFs) that utilize put options. Marcho Partners LLP holds 12,500 shares of a put option on the VanEck ETF Trust and 10,000 shares of a put option on the iShares Trust Put. The firm also holds 10,000 shares of a put option on the iShares Trust Put, bringing the total number of put option positions to three.
The filing indicates that all positions were held in a sole capacity, with no shared ownership reported.
