VGI Partners Ltd
- SEC CIK
- 0001577774
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 16
- No 13F data for Q4 2020
- Portfolio value
- $1.13B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 78,417 | $242.6M | 21.5% | – | – | History |
| MAMastercard Inc | Stock | 535,141 | $190.5M | 16.9% | – | – | History |
| PINSPinterest, Inc. | CL A | 2,152,821 | $159.4M | 14.1% | – | – | History |
| CMECME Group Inc. | COM | 628,138 | $128.3M | 11.4% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 1,189,917 | $81.5M | 7.2% | – | – | History |
| IAC Interactivecorp New44891N109 | COM | 316,124 | $68.4M | 6.1% | – | – | – |
| XMQualtrics International Inc. | COM CL A | 2,019,127 | $66.4M | 5.9% | – | – | History |
| DBXDropbox, Inc. | CL A | 2,065,008 | $55.1M | 4.9% | – | – | History |
| SNAPSnap Inc | Stock | 766,480 | $40.1M | 3.5% | – | – | History |
| ANGIAngi Inc. | COM CL A NEW | 2,204,717 | $28.7M | 2.5% | – | – | History |
| AMWLAmerican Well Corp | CL A | 1,058,506 | $18.4M | 1.6% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 754,902 | $17.6M | 1.6% | – | – | History |
| NUANNuance Communications, Inc. | COM | 402,098 | $17.5M | 1.6% | – | – | History |
| TDOCTeladoc Health, Inc. | COM | 37,450 | $6.81M | 0.6% | – | – | History |
| HCATHealth Catalyst, Inc. | COM | 106,224 | $4.97M | 0.4% | – | – | History |
| MORNMorningstar, Inc. | COM | 13,864 | $3.12M | 0.3% | – | – | History |