Marcho Partners
Marcho Partners reported 6 stocks worth $176M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are TSM (34.9%), MELI (26.9%) and SE (16.1%). Compared with Q1 2026, the fund opened new positions in SMH and IREN, added to TSM, MELI and SE and sold out of IBIT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $61.4M | 34.9% | 129K | +19K (+17%) | 8 of 8 | |
| 2 |  MELI Mercadolibre Inc | $47.3M | 26.9% | 28K | +7,123 (+34%) | 8 of 8 | |
| 3 |  SE Sea Ltd | $28.3M | 16.1% | 296K | +125K (+73%) | 8 of 8 | |
| 4 |  SHOP Shopify Inc | $21.5M | 12.2% | 188K | +51K (+37%) | 8 of 8 | |
| 5 |  SMH Vaneck ETF Trust | $16.1M | 9.1% | 25K | New position | 1 of 8 | |
| 6 |  IREN Iren Ltd F | $1.2M | 0.7% | 27K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBIT Ishares Bitcoin Trust ETF | $20.6M | 535K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Marcho Partners 13F FAQ
What does Marcho Partners own?
Marcho Partners reported 6 stocks worth $176M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are TSM (34.9%), MELI (26.9%) and SE (16.1%). The table above lists every position in the filing (the top 10 without an account).
What did Marcho Partners buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 4 added to, 0 trimmed and 1 sold out. New positions include SMH and IREN. It sold all of IBIT.
When will Marcho Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Marcho Partners's portfolio worth?
The Q2 2026 filing reports $176M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.