Marcho Partners LLP holds a concentrated book of 6 stocks worth $175.8M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Vaneck Semiconductor ETF. Their largest long position is Taiwan Semiconductor-SP ADR at 35% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Marcho Partners LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Charles-Lim Capital Ltd | 2 / 6 | $228.1M |
| Kora Management LP | 2 / 6 | $331.8M |
| Himension Capital (Singapore) Pte. LTD. | 2 / 6 | $530.1M |
| Ampersand Capital Group, L.P. | 2 / 6 | $59.2M |
| Infinitum Asset Management, LLC | 2 / 6 | $225.3M |
| Provident Co of the Employees of the Hebrew University LTD | 2 / 6 | $36.5M |
| Coronation Fund Managers Ltd. | 3 / 6 | $662.2M |
| Barton Investment Management | 2 / 6 | $180.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Marcho Partners LLP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $61.4M | 128.6K | 34.9% | ▲+17% Added · +19K sh | |
| 2 | Mercadolibre Inc COM | $47.3M | 27.9K | 26.9% | ▲+34% Added · +7K sh | |
| 3 | Sea Ltd SPONSORD ADS | $28.3M | 295.7K | 16.1% | ▲+73% Added · +125K sh | |
| 4 | Shopify Inc CL A SUB VTG SHS | $21.5M | 188.2K | 12.2% | ▲+37% Added · +51K sh | |
| 5 | Vaneck ETF Trust PUT | $16.1M | 24.5K | 9.1% | ▲New New position | |
| 6 | Iren Limited CALL | $1.2M | 26.5K | 0.7% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1782974/holdings"
Use Arkolith to show Marcho Partners LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 6 | $175.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 5 | $123.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 7 | $164.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 9 | $262.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 9 | $282.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 9 | $272.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 11 | $372.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 13 | $375.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.