VGI Partners as of Dec. 31, 2021
Portfolio Holdings for VGI Partners
VGI Partners holds 14 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 28.4 | $236M | 71k | 3334.33 | |
| Mastercard Incorporated Cl A (MA) | 15.5 | $129M | 359k | 359.32 | |
| Cme (CME) | 14.7 | $123M | 537k | 228.46 | |
| Pinterest Cl A (PINS) | 11.4 | $95M | 2.6M | 36.35 | |
| Qualtrics Intl Com Cl A | 9.4 | $78M | 2.2M | 35.40 | |
| Iac Interactivecorp Com New (IAC) | 5.7 | $47M | 363k | 130.71 | |
| 4.4 | $37M | 845k | 43.22 | ||
| Morningstar (MORN) | 3.0 | $25M | 73k | 341.99 | |
| Angi Com Cl A New (ANGI) | 2.6 | $21M | 2.3M | 9.21 | |
| Palantir Technologies Cl A (PLTR) | 2.2 | $18M | 1.0M | 18.21 | |
| Vimeo Common Stock (VMEO) | 1.4 | $11M | 628k | 17.96 | |
| American Well Corp Cl A | 0.6 | $4.8M | 801k | 6.04 | |
| Procore Technologies (PCOR) | 0.5 | $4.0M | 50k | 79.96 | |
| Spotify Technology S A SHS (SPOT) | 0.5 | $3.8M | 16k | 234.00 |
