VGI Partners as of Dec. 31, 2020
Portfolio Holdings for VGI Partners
VGI Partners holds 13 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 26.4 | $255M | 78k | 3256.93 | |
| Mastercard Incorporated Cl A (MA) | 19.8 | $192M | 537k | 356.94 | |
| Pinterest Cl A (PINS) | 14.7 | $142M | 2.2M | 65.90 | |
| Cme (CME) | 11.5 | $111M | 611k | 182.05 | |
| Otis Worldwide Corp (OTIS) | 8.3 | $80M | 1.2M | 67.55 | |
| Palantir Technologies Cl A (PLTR) | 6.4 | $62M | 2.6M | 23.55 | |
| Iac Interactive Ord | 6.2 | $60M | 316k | 189.35 | |
| Snap Cl A (SNAP) | 4.0 | $38M | 767k | 50.07 | |
| Angi Homeservices Com Cl A | 2.0 | $19M | 1.5M | 13.20 | |
| Nuance Communications | 0.5 | $4.6M | 105k | 44.09 | |
| Morningstar (MORN) | 0.3 | $3.2M | 14k | 231.53 | |
| C3 Ai Cl A (AI) | 0.1 | $694k | 5.0k | 138.80 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $289k | 2.0k | 144.50 |
