VGI Partners as of June 30, 2019
Portfolio Holdings for VGI Partners
VGI Partners holds 10 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cme (CME) | 18.6 | $220M | 1.1M | 194.11 | |
| Amazon (AMZN) | 15.4 | $182M | 96k | 1893.63 | |
| MasterCard Incorporated (MA) | 13.0 | $154M | 582k | 264.53 | |
| Colgate-Palmolive Company (CL) | 11.7 | $139M | 1.9M | 71.67 | |
| Spotify Technology Sa (SPOT) | 9.2 | $109M | 747k | 146.22 | |
| Linde | 8.8 | $104M | 519k | 200.80 | |
| Wells Fargo & Company (WFC) | 8.1 | $96M | 2.0M | 47.32 | |
| General Electric Company | 6.0 | $71M | 6.7M | 10.50 | |
| WD-40 Company (WDFC) | 4.9 | $59M | 368k | 159.04 | |
| Grubhub | 4.2 | $50M | 640k | 77.99 |
