Filed: 8/13/2025ACC: 0001782974-25-000004
📋 What this filing means
MARCHO PARTNERS LLP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $282.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$282.24M
Total AUM (reported)
8.65M
Total Shares
Allocation by class
SPONSORED ADS$57.50M20.4%
COM$43.59M15.4%
ORD SHS CL A$35.23M12.5%
TR UNIT$27.80M9.9%
SPONSORD ADS$25.30M9.0%
CL A SUB VTG SHS$24.99M8.9%
CLASS A ORD$22.75M8.1%
Portfolio Concentration
Top 3$136.32M48.3%
4–10$145.92M51.7%
Top 3 weight
48.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 8.65M
Sole
Full voting authority
8.65M
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:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares253.88K
TypeSH
Market value$57.50M
20.37%
Sole
253.88K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares16.68K
TypeSH
Market value$43.59M
15.44%
Sole
16.68K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares2.57M
TypeSH
Market value$35.23M
12.48%
Sole
2.57M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares45K
TypeSH
Market value$27.80M
9.85%
Sole
45K
Shared
0.00
None
0.00
SEA LTD
SOLEShares158.16K
TypeSH
Market value$25.30M
8.96%
Sole
158.16K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares216.68K
TypeSH
Market value$24.99M
8.86%
Sole
216.68K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares4.52M
TypeSH
Market value$22.75M
8.06%
Sole
4.52M
Shared
0.00
None
0.00
GITLAB INC
SOLEShares501.40K
TypeSH
Market value$22.62M
8.01%
Sole
501.40K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares366.90K
TypeSH
Market value$22.46M
7.96%
Sole
366.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 253.88K | SH | $57.50M 20.37% | 253.88K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 16.68K | SH | $43.59M 15.44% | 16.68K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.57M | SH | $35.23M 12.48% | 2.57M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 45K | SH | $27.80M 9.85% | 45K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 158.16K | SH | $25.30M 8.96% | 158.16K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 216.68K | SH | $24.99M 8.86% | 216.68K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 4.52M | SH | $22.75M 8.06% | 4.52M | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 501.40K | SH | $22.62M 8.01% | 501.40K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 366.90K | SH | $22.46M 7.96% | 366.90K | 0.00 | 0.00 |