VGI Partners Ltd
- SEC CIK
- 0001577774
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 17
- +3 vs. Q4 2021
- Portfolio value
- $772.4M
- −$61.2M (−7.3%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 61,877 | $201.7M | 26.1% | −9,010−12.7% | Reduced | History |
| CMECME Group Inc. | COM | 555,568 | $132.1M | 17.1% | +18,587+3.5% | Added | History |
| MAMastercard Inc | Stock | 313,765 | $112.1M | 14.5% | −44,810−12.5% | Reduced | History |
| XMQualtrics International Inc. | COM CL A | 2,306,642 | $65.9M | 8.5% | +93,584+4.2% | Added | History |
| PINSPinterest, Inc. | CL A | 2,348,269 | $57.8M | 7.5% | −259,679−10.0% | Reduced | History |
| TWTRTwitter, Inc. | COM | 988,728 | $38.3M | 5.0% | +143,309+17.0% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 2,414,482 | $33.2M | 4.3% | +1,403,146+138.7% | Added | History |
| PPLIPeople Inc | COM NEW | 325,167 | $32.6M | 4.2% | −37,736−10.4% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 151,265 | $22.8M | 3.0% | +134,906+824.7% | Added | History |
| MORNMorningstar, Inc. | COM | 62,483 | $17.1M | 2.2% | −10,327−14.2% | Reduced | History |
| AVLRAvalara, Inc. | COM | 133,012 | $13.2M | 1.7% | +133,012 | New | History |
| PCORProcore Technologies, Inc. | COM | 214,587 | $12.4M | 1.6% | +165,015+332.9% | Added | History |
| ANGIAngi Inc. | COM CL A NEW | 2,071,231 | $11.7M | 1.5% | −257,022−11.0% | Reduced | History |
| VMEOVimeo, Inc. | COMMON STOCK | 714,948 | $8.49M | 1.1% | +87,067+13.9% | Added | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 388,422 | $5.87M | 0.8% | +388,422 | New | – |
| ISRGIntuitive Surgical Inc | COM NEW | 13,875 | $4.19M | 0.5% | +13,875 | New | History |
| AMWLAmerican Well Corp | CL A | 684,874 | $2.88M | 0.4% | −116,269−14.5% | Reduced | History |