VGI Partners as of Dec. 31, 2019
Portfolio Holdings for VGI Partners
VGI Partners holds 10 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cme (CME) | 17.5 | $222M | 1.1M | 200.72 | |
| Amazon (AMZN) | 15.3 | $194M | 105k | 1847.84 | |
| MasterCard Incorporated (MA) | 14.1 | $179M | 599k | 298.59 | |
| Colgate-Palmolive Company (CL) | 12.0 | $152M | 2.2M | 68.84 | |
| Spotify Technology Sa (SPOT) | 9.7 | $123M | 820k | 149.55 | |
| Linde | 8.8 | $112M | 525k | 212.90 | |
| Wells Fargo & Company (WFC) | 7.0 | $89M | 1.7M | 53.80 | |
| General Electric Company | 6.7 | $85M | 7.6M | 11.16 | |
| WD-40 Company (WDFC) | 5.6 | $71M | 364k | 194.14 | |
| Grubhub | 3.2 | $41M | 835k | 48.64 |
