MARCHO PARTNERS LLP

PrivateCIK: 1782974
Location

LONDON, X0

5
Positions
$123.83M
Total AUM (reported)
972.75K
Total Shares

Allocation by class

TOTAL AUM$123.83M5 positions
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 375.5%4–1024.5%TOP 10100.0%0%100%
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

SOLE
SPONSORED ADS
Shares109.50K
TypeSH
Market value$37.00M
29.88%
Sole
109.50K
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares20.76K
TypeSH
Market value$35.89M
28.99%
Sole
20.76K
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares534.90K
TypeSH
Market value$20.55M
16.60%
Sole
534.90K
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares137.16K
TypeSH
Market value$16.27M
13.14%
Sole
137.16K
Shared
0.00
None
0.00

SEA LTD

SOLE
SPONSORD ADS
Shares170.44K
TypeSH
Market value$14.11M
11.40%
Sole
170.44K
Shared
0.00
None
0.00