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 two- to five-year time horizons. Marcho Partners believes that technology companies in the “Rest of World” (non-US/non-China) have the highest growth potential over the next decade.

Stake value (06/30/2022) € 74 M
Distribution received to date (06/30/2022) € 16 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.