Arkolith/Funds/Vitruvian Partners LLP

Vitruvian Partners LLP

CIK 1692590
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Vitruvian Partners LLP holds a concentrated book of 8 stocks worth $201.0M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Wise Group PLC and trimmed Hinge Health Inc-A. Their largest long position is Marqeta Inc-A at 55% of the equity book.

Opened
1
bought for the first time
  • Wise Group PLC
Added to
0
already held, bought more
no adds
Trimmed
3
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
95%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
86%
Industrials
9%
Health Care
4%
ETF / fund or unclassified
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • WISE GROUP PLC
    New$3.4M
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Vitruvian Partners LLP

Manager / fundShared namesTheir $ in those
GEODE CAPITAL MANAGEMENT, LLC8 / 8$332.4M
Arax Advisory Partners8 / 8$367K
BlackRock, Inc.7 / 8$833.0M
STATE STREET CORP7 / 8$370.2M
VANGUARD PORTFOLIO MANAGEMENT LLC7 / 8$365.7M
VANGUARD CAPITAL MANAGEMENT LLC7 / 8$331.0M
FMR LLC7 / 8$135.6M
MORGAN STANLEY7 / 8$133.2M

Ranked by how many of Vitruvian Partners LLP's top 8 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

8 positions
#SecurityValueShares% PortLast moveHistory
1Marqeta Inc
CLASS A COM
$111.3M6.85M
55.4%
Held
2Hinge Health Inc
CL A
$42.0M506.6K
20.9%
−59%
Reduced · −743K sh
3Xometry Inc
CLASS A COM
$17.5M181.2K
8.7%
−5.6%
Reduced · −11K sh
4Cargurus Inc
COM CL A
$11.9M350.0K
5.9%
−26%
Reduced · −123K sh
5Global E Online Ltd
SHS
$7.3M210.2K
3.6%
Held
6Maxcyte Inc
COM
$6.2M5.04M
3.1%
Held
7Wise Group PLC
ORD SHS CLASS A
$3.4M281.3K
1.7%
New
New position
8Rxsight Inc
COM
$1.3M278.9K
0.7%
Held
Showing all 8 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 20268$201.0M13F-HR
Q1 2026Mar 31, 2026May 11, 20267$111.8M13F-HR
Q4 2025Dec 31, 2025Feb 6, 20267$139.2M13F-HR
Q3 2025Sep 30, 2025Nov 10, 20257$144.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.