Marcho Partners LLP - Q22026 Holdings

Marcho Partners LLP holds 6 stocks with a total portfolio value of $ 175.83M as of Q22026. In Q22026, Marcho Partners LLP added 2 new positions, increased stakes in 4 stocks, reduced 0 holdings, and fully exited 1 position. The largest holding is Taiwan Semiconductor Mfg LTD (TSM), representing 34.92% of the total portfolio.