Filed: 2/13/2026ACC: 0001782974-26-000001
📋 What this filing means
MARCHO PARTNERS LLP filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $164.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$164.74M
Total AUM (reported)
5.47M
Total Shares
Allocation by class
SPONSORED ADS$37.52M22.8%
COM$33.51M20.3%
SPONSORD ADS$19.98M12.1%
SHS BEN INT$19.34M11.7%
ORD SHS CL A$18.46M11.2%
CL A SUB VTG SHS$18.14M11.0%
CLASS A ORD$17.80M10.8%
Portfolio Concentration
Top 3$91.00M55.2%
4–10$73.74M44.8%
Top 3 weight
55.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.47M
Sole
Full voting authority
5.47M
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)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares123.46K
TypeSH
Market value$37.52M
22.78%
Sole
123.46K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares16.64K
TypeSH
Market value$33.51M
20.34%
Sole
16.64K
Shared
0.00
None
0.00
SEA LTD
SOLEShares156.59K
TypeSH
Market value$19.98M
12.13%
Sole
156.59K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares389.55K
TypeSH
Market value$19.34M
11.74%
Sole
389.55K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.10M
TypeSH
Market value$18.46M
11.20%
Sole
1.10M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares112.72K
TypeSH
Market value$18.14M
11.01%
Sole
112.72K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares3.57M
TypeSH
Market value$17.80M
10.80%
Sole
3.57M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 123.46K | SH | $37.52M 22.78% | 123.46K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 16.64K | SH | $33.51M 20.34% | 16.64K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 156.59K | SH | $19.98M 12.13% | 156.59K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 389.55K | SH | $19.34M 11.74% | 389.55K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.10M | SH | $18.46M 11.20% | 1.10M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 112.72K | SH | $18.14M 11.01% | 112.72K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 3.57M | SH | $17.80M 10.80% | 3.57M | 0.00 | 0.00 |