Portfolio (Quarterly) Guide ↗

Marcho Partners LLP

· CIK 0001782974

13F Portfolio $124M AUM 5 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 Added 1 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NU	NU HLDGS LTD	Financial Services	1,102,515	$18.5M	11.20%	SOLD
2	GRAB	GRAB HOLDINGS LIMITED	Technology	3,566,135	$17.8M	10.80%	SOLD

Sector Allocation

Technology 43.0%

Consumer Cyclical 40.4%

Financial Services 16.6%