VGI Partners as of March 31, 2020
Portfolio Holdings for VGI Partners
VGI Partners holds 8 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Cme (CME) | 21.5 | $200M | 1.2M | 172.91 | |
Amazon (AMZN) | 21.2 | $197M | 101k | 1949.72 | |
MasterCard Incorporated (MA) | 16.3 | $152M | 628k | 241.56 | |
Linde | 10.6 | $98M | 568k | 173.00 | |
Spotify Technology Sa (SPOT) | 10.5 | $98M | 803k | 121.44 | |
Colgate-Palmolive Company (CL) | 8.5 | $79M | 1.2M | 66.36 | |
General Electric Company | 5.7 | $53M | 6.7M | 7.94 | |
WD-40 Company (WDFC) | 5.6 | $52M | 260k | 200.85 |