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Marcho Partners LLP

GBDEFRNLSECAINSGJPAEOtherB2B SaaSFintechMarketplacesConsumerEnterpriseOther

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Investment thesis

Marcho Partners is a technology-first investment firm focused on publicly traded companies outside the US and China. The firm believes that technology companies in the 'Rest of World' (non-US/non-China) have the highest growth potential over the next decade, targeting regions including Europe, Canada, the Middle East, India, South America, Japan, and Southeast Asia. The first fund takes both long and short positions on public technology equities over two- to five-year time horizons, and is dedicated to fostering global entrepreneurship and amplifying the positive impact of tech-led innovation.

Notable quotes

Technology companies in the 'Rest of World' (non-US/non-China) have the highest growth potential over the next decade.

Carl Anderson · GBL / Sienna Capital investor page (gbl.be) · 2019

Recent investments

CompanyRoundSizeDate
MercadoLibrePublic Equity
Taiwan Semiconductor Manufacturing Company (TSM)Public Equity
Nu HoldingsPublic Equity
ShopifyPublic Equity
Sea LimitedPublic Equity$5m2024-12
Grab HoldingsPublic Equity
GitLabPublic Equity
Elastic NVPublic Equity
DLocalPublic Equity

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