VGI Partners Ltd
- SEC CIK
- 0001577774
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 14
- 0 vs. Q3 2021
- Portfolio value
- $833.7M
- −$76.6M (−8.4%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 70,887 | $236.4M | 28.4% | −3,795−5.1% | Reduced | History |
| MAMastercard Inc | Stock | 358,575 | $128.8M | 15.5% | −13,909−3.7% | Reduced | History |
| CMECME Group Inc. | COM | 536,981 | $122.7M | 14.7% | −61,920−10.3% | Reduced | History |
| PINSPinterest, Inc. | CL A | 2,607,948 | $94.8M | 11.4% | +253,226+10.8% | Added | History |
| XMQualtrics International Inc. | COM CL A | 2,213,058 | $78.3M | 9.4% | −79,841−3.5% | Reduced | History |
| PPLIPeople Inc | COM NEW | 362,903 | $47.4M | 5.7% | +30,966+9.3% | Added | History |
| TWTRTwitter, Inc. | COM | 845,419 | $36.5M | 4.4% | +309,695+57.8% | Added | History |
| MORNMorningstar, Inc. | COM | 72,810 | $24.9M | 3.0% | −5,087−6.5% | Reduced | History |
| ANGIAngi Inc. | COM CL A NEW | 2,328,253 | $21.4M | 2.6% | −58,327−2.4% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 1,011,336 | $18.4M | 2.2% | −36,675−3.5% | Reduced | History |
| VMEOVimeo, Inc. | COMMON STOCK | 627,881 | $11.3M | 1.4% | +28,946+4.8% | Added | History |
| AMWLAmerican Well Corp | CL A | 801,143 | $4.84M | 0.6% | −1,433,882−64.2% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 49,572 | $3.96M | 0.5% | +49,572 | New | History |
| SPOTSpotify Technology S.A. | Stock | 16,359 | $3.83M | 0.5% | +16,359 | New | History |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.