Filed: 5/13/2025ACC: 0001782974-25-000002
📋 What this filing means
MARCHO PARTNERS LLP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $272.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$272.06M
Total AUM (reported)
10.03M
Total Shares
Allocation by class
COM$64.58M23.7%
SPONSORED ADS$41.00M15.1%
ORD SHS CL A$40.10M14.7%
CL A$23.99M8.8%
CLASS A ORD$22.62M8.3%
SPONSORD ADS$22.61M8.3%
UNIT SER 1$21.10M7.8%
Portfolio Concentration
Top 3$145.68M53.5%
4–10$126.37M46.5%
Top 3 weight
53.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 10.03M
Sole
Full voting authority
10.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
MERCADOLIBRE INC
SOLEShares33.10K
TypeSH
Market value$64.58M
23.74%
Sole
33.10K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares246.99K
TypeSH
Market value$41.00M
15.07%
Sole
246.99K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares3.92M
TypeSH
Market value$40.10M
14.74%
Sole
3.92M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares251.25K
TypeSH
Market value$23.99M
8.82%
Sole
251.25K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares4.99M
TypeSH
Market value$22.62M
8.31%
Sole
4.99M
Shared
0.00
None
0.00
SEA LTD
SOLEShares173.25K
TypeSH
Market value$22.61M
8.31%
Sole
173.25K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares45K
TypeSH
Market value$21.10M
7.76%
Sole
45K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares37.20K
TypeSH
Market value$20.46M
7.52%
Sole
37.20K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares331.79K
TypeSH
Market value$15.59M
5.73%
Sole
331.79K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 33.10K | SH | $64.58M 23.74% | 33.10K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 246.99K | SH | $41.00M 15.07% | 246.99K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 3.92M | SH | $40.10M 14.74% | 3.92M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 251.25K | SH | $23.99M 8.82% | 251.25K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 4.99M | SH | $22.62M 8.31% | 4.99M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 173.25K | SH | $22.61M 8.31% | 173.25K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 45K | SH | $21.10M 7.76% | 45K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 37.20K | SH | $20.46M 7.52% | 37.20K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 331.79K | SH | $15.59M 5.73% | 331.79K | 0.00 | 0.00 |