DOSSIER · 13F-HR · Q2 2026

Vitruvian Partners LLP

$201M in tracked AUM across 8 positions as of Q2 2026.

VP
CIK 0001692590 · last filed Jun 30, 2026
Total AUM
$201M
as of Q2 2026
Holdings
8
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Vitruvian Partners LLP reported a significant contraction in portfolio value for the quarter ending September 30, 2025. The total assets under management (AUM) decreased by 60.3%, dropping from $164.22 million to $65.23 million. This substantial reduction in capital is not attributable solely to market performance but is largely driven by active capital deployment decisions, as evidenced by the exit of two major positions totaling approximately $96 million in value from t...

Key Holdings

The portfolio is dominated by a single "mega-position" in Marqeta, Inc. (MQ), which accounts for 55.47% of the total portfolio value ($36.18 million). This overwhelming allocation suggests that Vitruvian Partners has an extremely high conviction in the long-term prospects of this fintech company, or alternatively, is maintaining a core strategic stake while liquidating peripheral positions.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MQ
MARQETA INC
$111M6.9M55.4%
02
HNGE
HINGE HEALTH INC
$42M507K20.9%
03
XMTR
XOMETRY INC
$17M181K8.7%
04
CARG
CARGURUS INC
$12M350K5.9%
05
M5216V106
GLOBAL E ONLINE LTD
$7M210K3.6%
06
MXCT
MAXCYTE INC
$6M5.0M3.1%
07
G9723Y105
WISE GROUP PLC
$3M281K1.7%
08
RXST
RXSIGHT INC
$1M279K0.7%

Filing history

2026Q2Jun 30
$201M 79.7%
8 positionsView →
2026Q1Mar 31
$112M 19.6%
7 positionsView →
2025Q4Dec 31
$139M 113.3%
7 positionsView →
2025Q3Sep 30
$65M 60.3%
5 positionsView →
2025Q2Jun 30
$164M 112.5%
7 positionsLocked
2025Q1Mar 31
$77M 33.5%
5 positionsLocked
2024Q4Dec 31
$116M 54.9%
6 positionsLocked
2024Q3Sep 30
$257M 24.4%
6 positionsLocked
2024Q2Jun 30
$341M 8.0%
8 positionsLocked
2024Q1Mar 31
$315M 19.8%
8 positionsLocked
2023Q4Dec 31
$394M 11.6%
9 positionsLocked
2023Q3Sep 30
$353M 28.2%
10 positionsLocked
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