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Vitruvian Partners LLP: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1692590) · Explore on the interactive board

Vitruvian Partners LLP disclosed 8 US equity positions worth $201.0m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 10, 2026). Its largest position is MQ at 55.4% of the reported book, followed by HNGE, XMTR. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 3 equal-weight positions. Versus the prior filing it opened 1 new position, added to 0, reduced 3 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$201.0mreported US equity book
8positions
55.4%largest position
100.0%top 10 weight
2.75effective positions (1/HHI)
2quarters on file since Q1 2026

What does Vitruvian Partners LLP own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 1 new, 0 added, 3 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 MQ MARQETA INC Technology 55.4%$111.3m6,853,183 0% held
2 HNGE HINGE HEALTH INC Healthcare 20.9%$42.0m506,599 -59% reduced
3 XMTR XOMETRY INC Industrials 8.7%$17.5m181,169 -6% reduced
4 CARG CARGURUS INC Communication Services 5.9%$11.9m350,044 -26% reduced
5 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 3.6%$7.3m210,209 0% held
6 MXCT MAXCYTE INC Healthcare 3.1%$6.2m5,043,356 0% held
7 WSE WISE GROUP PLC 1.7%$3.4m281,277 new
8 RXST RXSIGHT INC Healthcare 0.7%$1.3m278,865 0% held

Sector mix

SectorWeight
Technology55.4%
Healthcare24.7%
Industrials8.7%
Communication Services5.9%
Consumer Cyclical3.6%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 20268$201.0m
Q1 20267$111.8m

How concentrated is Vitruvian Partners LLP's portfolio?

Across every quarter Vitruvian Partners LLP has filed, its median largest position is 49.2% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).