Marcho Partners LLP - Q42025 Holdings

Marcho Partners LLP holds 7 stocks with a total portfolio value of $ 164.74M as of Q42025. In Q42025, Marcho Partners LLP added 0 new positions, increased stakes in 1 stock, reduced 6 holdings, and fully exited 2 positions. The largest holding is Taiwan Semiconductor Mfg LTD (TSM), representing 22.78% of the total portfolio.