Marcho Partners LLP - Q12026 Holdings

Marcho Partners LLP holds 5 stocks with a total portfolio value of $ 123.83M as of Q12026. In Q12026, Marcho Partners LLP added 0 new positions, increased stakes in 4 stocks, reduced 1 holding, and fully exited 2 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 29.88% of the total portfolio.