Visa Inc. (V)

Sector:Services
Super Investor Stats:
Ownership count:23
Ownership rank:6
% of all portfolios:1.19%
Hold Price * :$263.29
History Portfolio Manager Activity Share change % change to portfolio
Q4  2021
David Tepper - Appaloosa Management Sell 100.00% 262,500 1.39
Daniel Loeb - Third Point Sell 100.00% 1,400,000 1.70
Q3  2021
Terry Smith - Fundsmith Add 0.90% 58,709 0.04
Wallace Weitz - Weitz Large Cap Equity Fund Add 5.88% 10,000 0.23
Polen Capital Management Add 6.17% 634,290 0.26
John Armitage - Egerton Capital Add 15.58% 680,797 0.72
Viking Global Investors Add 18.82% 417,572 0.26
Chris Hohn - TCI Fund Management Add 41.84% 5,881,421 3.15
Lee Ainslie - Maverick Capital Add 248.08% 515,895 1.27
First Eagle Investment Management Reduce 58.50% 14,798 0.01
AKO Capital Reduce 35.27% 700,489 1.62
Robert Olstein - Olstein Capital Management Reduce 21.05% 4,000 0.11
Daniel Loeb - Third Point Reduce 6.67% 100,000 0.12
David Tepper - Appaloosa Management Reduce 4.55% 12,500 0.07
Warren Buffett - Berkshire Hathaway Reduce 4.26% 425,000 0.03
William Von Mueffling - Cantillon Capital Management Reduce 1.68% 41,267 0.06
David Rolfe - Wedgewood Partners Reduce 0.99% 1,394 0.04
Torray Funds Reduce 0.94% 316 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 0.88% 3,584 0.01
Francois Rochon - Giverny Capital Reduce 0.58% 1,946 0.03
Q2  2021
Thomas Gayner - Markel Group Add 0.04% 360 0.00
Torray Funds Add 0.21% 69 0.00
John Armitage - Egerton Capital Add 0.41% 17,929 0.02
Terry Smith - Fundsmith Add 0.68% 44,008 0.03
AKO Capital Add 0.70% 13,891 0.04
Polen Capital Management Add 4.57% 448,979 0.20
Francois Rochon - Giverny Capital Add 5.31% 16,791 0.24
Lee Ainslie - Maverick Capital Add 2296.85% 199,275 0.44
First Eagle Investment Management Reduce 66.23% 49,610 0.02
Viking Global Investors Reduce 45.05% 1,819,346 1.30
David Tepper - Appaloosa Management Reduce 33.73% 140,000 0.68
Robert Olstein - Olstein Capital Management Reduce 9.52% 2,000 0.06
David Rolfe - Wedgewood Partners Reduce 4.31% 6,328 0.21
Thomas Russo - Gardner Russo & Quinn Reduce 2.10% 8,712 0.02
William Von Mueffling - Cantillon Capital Management Reduce 1.23% 30,596 0.05
Q1  2021
Chuck Akre - Akre Capital Management Add 0.04% 2,180 0.00
Thomas Gayner - Markel Group Add 0.10% 940 0.00
Polen Capital Management Add 2.27% 218,092 0.10
Torray Funds Add 2.61% 853 0.03
Francois Rochon - Giverny Capital Add 3.61% 11,012 0.16
John Armitage - Egerton Capital Add 3.75% 157,349 0.18
Terry Smith - Fundsmith Add 6.05% 370,101 0.25
Lee Ainslie - Maverick Capital Add 39.58% 2,460 0.01
Valley Forge Capital Management Add 88.68% 477,181 4.78
David Tepper - Appaloosa Management Reduce 33.06% 205,000 0.62
David Rolfe - Wedgewood Partners Reduce 26.64% 53,340 1.74
Triple Frond Partners Reduce 24.00% 143,500 3.77
AKO Capital Reduce 15.67% 366,448 0.96
Thomas Russo - Gardner Russo & Quinn Reduce 7.80% 35,128 0.07
William Von Mueffling - Cantillon Capital Management Reduce 3.44% 88,559 0.14
Daniel Loeb - Third Point Reduce 3.23% 50,000 0.07
Viking Global Investors Reduce 1.15% 47,029 0.03
Q4  2020
Thomas Gayner - Markel Group Add 0.01% 90 0.00
Francois Rochon - Giverny Capital Add 1.33% 4,005 0.07
Polen Capital Management Add 3.07% 285,843 0.15
Mairs & Power Growth Fund Add 8.00% 50,000 0.23
Valley Forge Capital Management Add 11.43% 55,200 1.12
AKO Capital Add 11.62% 243,500 0.69
John Armitage - Egerton Capital Add 98.39% 2,080,265 2.57
First Eagle Investment Management Add 104.76% 38,323 0.03
Viking Global Investors Add 1170.40% 3,763,943 2.27
Robert Olstein - Olstein Capital Management Reduce 12.50% 3,000 0.10
David Tepper - Appaloosa Management Reduce 8.82% 60,000 0.20
Triple Frond Partners Reduce 8.00% 52,000 1.39
Lee Ainslie - Maverick Capital Reduce 7.58% 510 0.00
David Rolfe - Wedgewood Partners Reduce 5.63% 11,935 0.39
Thomas Russo - Gardner Russo & Quinn Reduce 4.81% 22,737 0.04
Torray Funds Reduce 3.38% 1,141 0.04
William Von Mueffling - Cantillon Capital Management Reduce 0.42% 10,947 0.02
Terry Smith - Fundsmith Reduce 0.20% 12,495 0.01
Chuck Akre - Akre Capital Management Reduce 0.02% 812 0.00
AltaRock Partners Reduce 0.02% 2 0.00
Q3  2020
Francois Rochon - Giverny Capital Add 0.35% 1,057 0.02
Torray Funds Add 1.16% 387 0.01
AKO Capital Add 1.90% 38,989 0.12
Polen Capital Management Add 3.86% 346,117 0.19
Mairs & Power Growth Fund Add 15.74% 85,000 0.39
Daniel Loeb - Third Point Add 24.00% 300,000 0.60
Chris Hohn - TCI Fund Management Add 25.34% 2,842,505 2.04
Viking Global Investors Add 95.04% 156,706 0.11
First Eagle Investment Management Buy 36,581 0.02
Lee Ainslie - Maverick Capital Buy 6,726 0.03
John Armitage - Egerton Capital Buy 2,114,311 2.61
David Tepper - Appaloosa Management Reduce 19.05% 160,000 0.56
David Rolfe - Wedgewood Partners Reduce 5.18% 11,579 0.37
Thomas Russo - Gardner Russo & Quinn Reduce 2.45% 11,891 0.02
William Von Mueffling - Cantillon Capital Management Reduce 1.14% 29,839 0.05
Terry Smith - Fundsmith Reduce 0.26% 16,129 0.01
Stephen Mandel - Lone Pine Capital Sell 100.00% 2,411,124 2.39
Q2  2020
Torray Funds Add 0.68% 224 0.01
Terry Smith - Fundsmith Add 0.86% 52,218 0.04
William Von Mueffling - Cantillon Capital Management Add 0.93% 24,213 0.04
Francois Rochon - Giverny Capital Add 2.16% 6,356 0.12
Mairs & Power Growth Fund Add 5.88% 30,000 0.14
Polen Capital Management Add 10.20% 830,879 0.49
AKO Capital Add 14.64% 262,531 0.88
Chris Hohn - TCI Fund Management Add 52.35% 3,853,636 2.95
Lindsell Train Buy 5,900 0.02
David Tepper - Appaloosa Management Buy 840,000 2.82
AltaRock Partners Reduce 95.92% 200,000 1.88

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.