Vitruvian Partners LLP
CIK 1692590 · View on SEC EDGAR ↗
- Portfolio value
- $201.0M
- Positions
- 8
- As of
- June 30, 2026
Portfolio value QoQ: +79.7% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 7
- Effective number of positions
- 2.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.14% Est. buys $3,350,009 · sells $66,930,045
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 88.9% still held
- New positions
- 1
- Increased
- 0
- Decreased
- 3
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +51.0% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Full portfolio 8 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MQ Marqeta, Inc. - Class A Common Stock | $111,295,692 | 55.38% | 6,853,183 | $83,334,705 | |||
| HNGE Hinge Health, Inc. Class A Common Stock | $42,047,717 | 20.92% | 506,599 | $-6,152,283 | Down ×1 | ||
| XMTR Xometry, Inc. - Class A Common Stock | $17,486,432 | 8.70% | 181,169 | $9,648,460 | Down ×1 | ||
| CARG CarGurus, Inc. - Class A Common Stock | $11,933,000 | 5.94% | 350,044 | $-4,171,254 | Down ×1 | ||
| GLBE Global-E Online Ltd. - ordinary shares | $7,300,559 | 3.63% | 210,209 | $815,611 | |||
| MXCT MaxCyte, Inc. - Common Stock | $6,203,328 | 3.09% | 5,043,356 | $2,660,370 | |||
| Unknown issuer (CUSIP: G9723Y105) | $3,350,009 | 1.67% | 281,277 | Up ×1 | |||
| RXST RxSight, Inc. - Common Stock | $1,344,129 | 0.67% | 278,865 | $-373,679 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: G9723Y105) | $3,350,009 | 281,277 | 1.67% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| API | March 31, 2025 | 844,105 | $3,511,477 | 8.3% |