Profile

Marcho Partners is a technology focused investment firm that targets companies outside the US and China. Launched in 2019, by a silicon valley entrepreneur with almost 20 years of investing experience, the first fund takes both long and short positions on public technology equities over 2- to 5-year time horizons. Marcho Partners believes that technology companies in the “Rest of World” (non-US / non-China) has the potential to be the fastest growing part of the global public equity market over the next decade.

Stake value (12/31/2020) € 418 M
Investment case

As part of a long-term agreement, Sienna Capital committed EUR 150 million in a long-short fund in July 2019. In 2020, Sienna Capital committed a further EUR 25 million in a long-only fund launched by Marcho Partners.

In exchange for its support of Marcho Partners, Sienna Capital benefits from certain favorable financial terms.