VGI Partners Ltd
- SEC CIK
- 0001577774
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 18
- +2 vs. Q1 2021
- Portfolio value
- $1.26B
- +$134.4M (+11.9%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 76,014 | $261.5M | 20.7% | −2,403−3.1% | Reduced | History |
| PINSPinterest, Inc. | CL A | 2,240,152 | $176.9M | 14.0% | +87,331+4.1% | Added | History |
| MAMastercard Inc | Stock | 379,322 | $138.5M | 11.0% | −155,819−29.1% | Reduced | History |
| CMECME Group Inc. | COM | 609,135 | $129.6M | 10.3% | −19,003−3.0% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 1,147,136 | $93.8M | 7.4% | −42,781−3.6% | Reduced | History |
| XMQualtrics International Inc. | COM CL A | 2,358,665 | $90.2M | 7.1% | +339,538+16.8% | Added | History |
| DBXDropbox, Inc. | CL A | 2,784,163 | $84.4M | 6.7% | +719,155+34.8% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 1,819,191 | $48.0M | 3.8% | +1,064,289+141.0% | Added | History |
| PPLIPeople Inc | COM NEW | 310,203 | $47.8M | 3.8% | +310,203 | New | History |
| TWTRTwitter, Inc. | COM | 545,988 | $37.6M | 3.0% | +545,988 | New | History |
| ANGIAngi Inc. | COM CL A NEW | 2,172,571 | $29.4M | 2.3% | −32,146−1.5% | Reduced | History |
| VMEOVimeo, Inc. | COMMON STOCK | 583,722 | $28.6M | 2.3% | +583,722 | New | History |
| AMWLAmerican Well Corp | CL A | 2,265,425 | $28.5M | 2.3% | +1,206,919+114.0% | Added | History |
| MORNMorningstar, Inc. | COM | 78,784 | $20.3M | 1.6% | +64,920+468.3% | Added | History |
| TMETencent Music Entertainment Group | SPON ADS | 1,297,025 | $20.1M | 1.6% | +1,297,025 | New | History |
| TDOCTeladoc Health, Inc. | COM | 87,380 | $14.5M | 1.1% | +49,930+133.3% | Added | History |
| HCATHealth Catalyst, Inc. | COM | 164,347 | $9.12M | 0.7% | +58,123+54.7% | Added | History |
| NFLXNetflix Inc | Stock | 9,600 | $5.07M | 0.4% | +9,600 | New | History |
Sold out since Q1 2021 (3)
Positions held at the end of Q1 2021 that are gone from this filing.