1y return+24.9%S&P 500 +20.9%
3y return+46.5%S&P 500 +68.5%
5y return−33.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $61 against $200 in the S&P 500.2
Vitruvian Partners LLPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Marqeta IncCUSIP 57142B104 | $111.3M | 55.4% | |
| HNGEHinge Health Inc | $42.0M | 20.9% | −59.5% |
| XMTRXometry Inc | $17.5M | 8.7% | −5.6% |
| CARGCargurus Inc | $11.9M | 5.9% | −26.0% |
| Global E Online LtdCUSIP M5216V106 | $7.3M | 3.6% | |
| MXCTMaxcyte Inc | $6.2M | 3.1% | |
| Wise Group PLCCUSIP G9723Y105 | $3.4M | 1.7% | New |
| RXSTRxsight Inc | $1.3M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XMTRXometry Inc | June 30, 2023 | +355.7% | $17.5M |
| HNGEHinge Health Inc | June 30, 2025 | +60.4% | $42.0M |
| CARGCargurus Inc | March 31, 2021 | +43.1% | $11.9M |
| Global E Online LtdCUSIP M5216V106 | March 31, 2025 | −2.6% | $7.3M |
| Marqeta IncCUSIP 57142B104 | June 30, 2021 | −85.5% | $111.3M |
| RXSTRxsight Inc | December 31, 2024 | −86.0% | $1.3M |
| MXCTMaxcyte Inc | September 30, 2021 | −89.9% | $6.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +61.9% | +14.8% |
| March 31, 2026 | −19.6% | −4.6% |
| December 31, 2025 | −3.1% | +2.4% |
| September 30, 2025 | −0.9% | +7.8% |
| June 30, 2025 | +18.7% | +10.5% |
| March 31, 2025 | −14.5% | −4.6% |
| December 31, 2024 | +25.5% | +2.1% |
| September 30, 2024 | −10.0% | +5.4% |
| June 30, 2024 | +8.0% | +4.0% |
| March 31, 2024 | −10.5% | +10.0% |
| December 31, 2023 | +13.7% | +11.2% |
| September 30, 2023 | −6.9% | −3.6% |
| June 30, 2023 | +12.2% | +8.3% |
| March 31, 2023 | +25.7% | +7.0% |
| December 31, 2022 | −15.1% | +7.1% |
| September 30, 2022 | +15.0% | −5.3% |
| June 30, 2022 | −38.3% | −16.5% |
| March 31, 2022 | −42.1% | −4.9% |
| December 31, 2021 | −15.0% | +10.7% |
| September 30, 2021 | +8.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vitruvian Partners LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1692590&type=13F-HR&dateb=&owner=include&count=40CIK 1692590
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1692590/000142050626001481/Filed August 10, 2026 · accession 0001420506-26-001481