Institutional Manager · CIK 0001692590
Vitruvian Partners LLP
LONDON, X0 · File #028-19384
Latest AUM
$139.2M
Positions
7
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | XOMETRY INC | XMTR | -43,741 | -$2.6M | +$1.2M |
| ADD | GLOBAL-E | GLBE | +37,767 | +$1.5M | +$612,169 |
| ADD | RXSIGHT | RXST | +48,122 | +$501,431 | +$329,962 |
| REDUCE | CARGURUS INC | CARG | 0 | $0 | +$529,714 |
| REDUCE | HINGE HEALTH INC | HNGE | 0 | $0 | -$3.3M |
| REDUCE | MARQETA | MQ | 0 | $0 | -$3.6M |
| REDUCE | MAXCYTE | MXCT | 0 | $0 | -$151,300 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20257 pos · $139.2M
- 13F HOLDINGS REPORTQ/E Sep 20257 pos · $144.2M
- 13F HOLDINGS REPORTQ/E Jun 20257 pos · $164.2M
- 13F HOLDINGS REPORTQ/E Mar 20256 pos · $104.8M
- 13F HOLDINGS REPORTQ/E Dec 20246 pos · $116.2M
- 13F HOLDINGS REPORTQ/E Sep 20246 pos · $257.5M
- 13F HOLDINGS REPORTQ/E Jun 20248 pos · $340.7M
- 13F HOLDINGS REPORTQ/E Mar 20248 pos · $315.4M
- 13F HOLDINGS REPORTQ/E Dec 202310 pos · $352.6M
Top 7 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | HINGE HEALTH INC | HNGE | 1,250,000 | $58.1M | 41.73% |
| 2 | MARQETA | MQ | 6,853,183 | $32.6M | 23.39% |
| 3 | CARGURUS INC | CARG | 472,959 | $18.1M | 13.03% |
| 4 | XOMETRY INC | XMTR | 191,919 | $11.4M | 8.20% |
| 5 | GLOBAL-E | GLBE | 210,209 | $8.3M | 5.94% |
| 6 | MAXCYTE | MXCT | 5,043,356 | $7.8M | 5.62% |
| 7 | RXSIGHT | RXST | 278,865 | $2.9M | 2.09% |