VGI Partners as of Sept. 30, 2019
Portfolio Holdings for VGI Partners
VGI Partners holds 10 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cme (CME) | 19.5 | $228M | 1.1M | 211.34 | |
| Amazon (AMZN) | 14.9 | $174M | 100k | 1735.91 | |
| MasterCard Incorporated (MA) | 13.9 | $162M | 598k | 271.57 | |
| Colgate-Palmolive Company (CL) | 12.6 | $147M | 2.0M | 73.51 | |
| Linde | 8.7 | $102M | 526k | 193.72 | |
| Spotify Technology Sa (SPOT) | 8.0 | $94M | 822k | 114.00 | |
| Wells Fargo & Company (WFC) | 7.2 | $84M | 1.7M | 50.44 | |
| General Electric Company | 5.8 | $68M | 7.6M | 8.94 | |
| WD-40 Company (WDFC) | 5.7 | $67M | 365k | 183.54 | |
| Grubhub | 3.7 | $43M | 773k | 56.21 |
