Filed: 11/13/2025ACC: 0001782974-25-000005
📋 What this filing means
MARCHO PARTNERS LLP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $262.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$262.31M
Total AUM (reported)
7.29M
Total Shares
Allocation by class
SPONSORED ADS$53.22M20.3%
COM$43.86M16.7%
ORD SHS CL A$28.90M11.0%
SHS BEN INT$26.95M10.3%
CL A SUB VTG SHS$25.20M9.6%
SPONSORD ADS$24.42M9.3%
CLASS A ORD$24.38M9.3%
Portfolio Concentration
Top 3$125.97M48.0%
4–10$136.33M52.0%
Top 3 weight
48.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.29M
Sole
Full voting authority
7.29M
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
SOLEShares190.54K
TypeSH
Market value$53.22M
20.29%
Sole
190.54K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares18.77K
TypeSH
Market value$43.86M
16.72%
Sole
18.77K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.80M
TypeSH
Market value$28.90M
11.02%
Sole
1.80M
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares414.55K
TypeSH
Market value$26.95M
10.27%
Sole
414.55K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares169.56K
TypeSH
Market value$25.20M
9.61%
Sole
169.56K
Shared
0.00
None
0.00
SEA LTD
SOLEShares136.61K
TypeSH
Market value$24.42M
9.31%
Sole
136.61K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares4.05M
TypeSH
Market value$24.38M
9.30%
Sole
4.05M
Shared
0.00
None
0.00
GITLAB INC
SOLEShares489.55K
TypeSH
Market value$22.07M
8.41%
Sole
489.55K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares20K
TypeSH
Market value$13.32M
5.08%
Sole
20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 190.54K | SH | $53.22M 20.29% | 190.54K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 18.77K | SH | $43.86M 16.72% | 18.77K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.80M | SH | $28.90M 11.02% | 1.80M | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 414.55K | SH | $26.95M 10.27% | 414.55K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 169.56K | SH | $25.20M 9.61% | 169.56K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 136.61K | SH | $24.42M 9.31% | 136.61K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 4.05M | SH | $24.38M 9.30% | 4.05M | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 489.55K | SH | $22.07M 8.41% | 489.55K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 20K | SH | $13.32M 5.08% | 20K | 0.00 | 0.00 |