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Vitruvian Partners 13F Portfolio

Portfolio Manager
Vitruvian Partners LLP
Performance
+62.62% (2026 Q2)
AUM (13F)
$200.96M
# of Holdings
8
Performance Rank
Allocation (Top 20)
98.33%
Latest filing
Q2 2026

Vitruvian Partners LLP Holdings Map

Top 7 Vitruvian Partners LLP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MQ
MARQETA INC
55.38%6.85M$111.3M
+0.00%(+0)
2025-Q2: 6.85M shares2025-Q3: 6.85M shares2025-Q4: 6.85M shares2026-Q1: 6.85M shares2026-Q2: 6.85M shares
$112.12(-86.10%)
2026-06-30
HNGE
HINGE HEALTH INC
20.92%506.6K$42.0M
-59.47%(-743.40K)
2025-Q2: 1.25M shares2025-Q3: 1.25M shares2025-Q4: 1.25M shares2026-Q1: 1.25M shares2026-Q2: 506.6K shares
$51.75(+78.96%)
2026-06-30
XMTR
XOMETRY INC
8.7%181.2K$17.5M
-5.60%(-10.75K)
2025-Q2: 273.1K shares2025-Q3: 235.7K shares2025-Q4: 191.9K shares2026-Q1: 191.9K shares2026-Q2: 181.2K shares
$25.72(+253.39%)
2026-06-30
CARG
CARGURUS INC
5.94%350.0K$11.9M
-25.99%(-122.92K)
2025-Q2: 945.9K shares2025-Q3: 473.0K shares2025-Q4: 473.0K shares2026-Q1: 473.0K shares2026-Q2: 350.0K shares
$28.57(+27.54%)
2026-06-30
GLBE
GLOBAL E ONLINE LTD
3.63%210.2K$7.3M
+0.00%(+0)
2025-Q2: 140.0K shares2025-Q3: 172.4K shares2025-Q4: 210.2K shares2026-Q1: 210.2K shares2026-Q2: 210.2K shares
$50.11(-19.59%)
2026-06-30
MXCT
MAXCYTE INC
3.09%5.04M$6.2M
+0.00%(+0)
2025-Q2: 5.04M shares2025-Q3: 5.04M shares2025-Q4: 5.04M shares2026-Q1: 5.04M shares2026-Q2: 5.04M shares
$10.62(-88.47%)
2026-06-30
RXST
RXSIGHT INC
0.67%278.9K$1.3M
+0.00%(+0)
2025-Q2: 230.7K shares2025-Q3: 230.7K shares2025-Q4: 278.9K shares2026-Q1: 278.9K shares2026-Q2: 278.9K shares
$32.60(-78.90%)
2026-06-30

About Vitruvian Partners LLP’s portfolio

Vitruvian Partners LLP reports $200.96M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are MQ (55.4%), HNGE (20.9%) and XMTR (8.7%). The top 20 holdings account for 98.33% of reported assets. Its disclosed equity book has returned +50.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
MQ — 56.3% ($111.30M)HNGE — 21.3% ($42.05M)XMTR — 8.8% ($17.49M)CARG — 6.0% ($11.93M)GLBE — 3.7% ($7.30M)MXCT — 3.1% ($6.20M)RXST — 0.7% ($1.34M)
100%in top 7
  • MQ56.3%
  • HNGE21.3%
  • XMTR8.8%
  • CARG6.0%
  • GLBE3.7%
  • MXCT3.1%
  • RXST0.7%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
3
HNGEHINGE HEALTH INC-59.5%
CARGCARGURUS INC-26.0%
XMTRXOMETRY INC-5.6%

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Source filings

Holdings on this page are parsed from Vitruvian Partners LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1692590). View Vitruvian Partners LLP’s 13F filings on SEC

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