Filed: 5/13/2026ACC: 0001782974-26-000002
📋 What this filing means
MARCHO PARTNERS LLP filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $123.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$123.83M
Total AUM (reported)
972.75K
Total Shares
Allocation by class
SPONSORED ADS$37.00M29.9%
COM$35.89M29.0%
SHS BEN INT$20.55M16.6%
CL A SUB VTG SHS$16.27M13.1%
SPONSORD ADS$14.11M11.4%
Portfolio Concentration
Top 3$93.45M75.5%
4–10$30.38M24.5%
Top 3 weight
75.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 972.75K
Sole
Full voting authority
972.75K
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)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares109.50K
TypeSH
Market value$37.00M
29.88%
Sole
109.50K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares20.76K
TypeSH
Market value$35.89M
28.99%
Sole
20.76K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares534.90K
TypeSH
Market value$20.55M
16.60%
Sole
534.90K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares137.16K
TypeSH
Market value$16.27M
13.14%
Sole
137.16K
Shared
0.00
None
0.00
SEA LTD
SOLEShares170.44K
TypeSH
Market value$14.11M
11.40%
Sole
170.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 109.50K | SH | $37.00M 29.88% | 109.50K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 20.76K | SH | $35.89M 28.99% | 20.76K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 534.90K | SH | $20.55M 16.60% | 534.90K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 137.16K | SH | $16.27M 13.14% | 137.16K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 170.44K | SH | $14.11M 11.40% | 170.44K | 0.00 | 0.00 |