Vitruvian Partners LLP
LONDON, X0
$201m in 8 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 33.7% of the portfolio this quarter.
Value
$201m
Stocks
8
Top 10 share
100.0%
Turnover
33.7%
What changed this quarter
New
Bought for the first time this quarter.
- Wise GroupWSE1.7% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Hinge HealthHNGE20.9% of the fund-59%
- XometryXMTR8.7% of the fund-6%
- CarGurusCARG5.9% of the fund-26%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MarqetaMQ | 55.4% | $111m | 6,853,183 | Held |
| Hinge HealthHNGE | 20.9% | $42m | 506,599 | -59% |
| XometryXMTR | 8.7% | $17m | 181,169 | -6% |
| CarGurusCARG | 5.9% | $12m | 350,044 | -26% |
| Global-E OnlineGLBE | 3.6% | $7m | 210,209 | Held |
| MaxcyteMXCT | 3.1% | $6m | 5,043,356 | Held |
| Wise GroupWSE | 1.7% | $3m | 281,277 | New |
| RxSightRXST | 0.7% | $1m | 278,865 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 22.4% since 30 June 2025.
Where the money is
Technology96.2%
Health care3.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.