Visa Inc. (V)

Sector:Services
Super Investor Stats:
Ownership count:24
Ownership rank:4
% of all portfolios:1.349%
Hold Price * :$279.25
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
Yacktman Asset Management Buy 732 0.00
David Katz - Matrix Asset Advisors Add 0.10% 1 0.00
Torray Funds Reduce 1.45% 371 0.02
Terry Smith - Fundsmith Reduce 0.84% 47,935 0.05
Francois Rochon - Giverny Capital Add 1.36% 5,116 0.06
Thomas Russo - Gardner Russo & Quinn Reduce 8.44% 27,262 0.08
William Von Mueffling - Cantillon Capital Management Reduce 1.96% 44,743 0.08
Robert Olstein - Olstein Capital Management Reduce 16.00% 2,000 0.09
Lee Ainslie - Maverick Capital Reduce 3.64% 17,356 0.09
David Rolfe - Wedgewood Partners Reduce 1.37% 1,822 0.10
AltaRock Partners Reduce 2.67% 48,770 0.29
Chuck Akre - Akre Capital Management Reduce 6.75% 237,000 0.55
Viking Global Investors Add 11.21% 637,856 0.66
Polen Capital Management Add 15.10% 1,100,709 0.71
AKO Capital Reduce 23.01% 379,443 1.50
Triple Frond Partners Reduce 17.58% 64,470 2.05
John Armitage - Egerton Capital Reduce 25.44% 933,144 2.52
Q4  2023
David Katz - Matrix Asset Advisors Add 1.12% 11 0.00
Lindsell Train Add 5.48% 400 0.00
Bill & Melinda Gates Foundation Trust Sell 100.00% 14,000 0.01
Lee Ainslie - Maverick Capital Reduce 0.27% 1,296 0.01
Torray Funds Add 0.89% 226 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 2.55% 8,450 0.02
Terry Smith - Fundsmith Reduce 0.31% 18,068 0.02
Valley Forge Capital Management Add 0.78% 7,040 0.05
Francois Rochon - Giverny Capital Add 1.54% 5,722 0.07
William Von Mueffling - Cantillon Capital Management Reduce 2.38% 55,660 0.10
Polen Capital Management Reduce 3.66% 277,387 0.17
Robert Olstein - Olstein Capital Management Reduce 40.48% 8,500 0.37
David Rolfe - Wedgewood Partners Add 12.10% 14,382 0.83
AKO Capital Reduce 13.05% 247,542 0.92
John Armitage - Egerton Capital Add 9.73% 325,306 0.92
Triple Frond Partners Reduce 8.22% 32,845 1.02
Viking Global Investors Reduce 18.38% 1,281,229 1.22
AltaRock Partners Reduce 12.07% 250,867 1.46
Chuck Akre - Akre Capital Management Reduce 26.92% 1,292,214 2.83
Q3  2023
Terry Smith - Fundsmith Reduce 0.08% 4,684 0.00
Francois Rochon - Giverny Capital Reduce 0.04% 141 0.00
Bill & Melinda Gates Foundation Trust Buy 14,000 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 0.80% 2,687 0.01
William Von Mueffling - Cantillon Capital Management Reduce 0.39% 9,150 0.02
Thomas Gayner - Markel Group Add 1.01% 10,015 0.03
Torray Funds Reduce 4.38% 1,163 0.05
Robert Olstein - Olstein Capital Management Reduce 14.29% 3,500 0.14
AKO Capital Reduce 1.88% 36,303 0.14
Viking Global Investors Reduce 2.37% 168,951 0.16
Polen Capital Management Reduce 3.66% 287,355 0.17
Chuck Akre - Akre Capital Management Reduce 2.46% 121,184 0.26
Lee Ainslie - Maverick Capital Add 13.95% 58,576 0.31
John Armitage - Egerton Capital Reduce 3.93% 136,645 0.36
AltaRock Partners Add 4.88% 96,744 0.56
Chris Hohn - TCI Fund Management Reduce 5.56% 988,982 0.83
Stephen Mandel - Lone Pine Capital Sell 100.00% 1,241,941 2.70
David Rolfe - Wedgewood Partners Reduce 32.73% 57,824 3.18
Q2  2023
David Katz - Matrix Asset Advisors Reduce 1.90% 19 0.00
Lindsell Train Add 7.35% 500 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 2.07% 7,061 0.02
Torray Funds Reduce 1.97% 533 0.02
Robert Olstein - Olstein Capital Management Reduce 3.92% 1,000 0.04
Thomas Gayner - Markel Group Add 2.59% 24,950 0.07
Polen Capital Management Reduce 2.64% 212,806 0.13
Terry Smith - Fundsmith Add 2.63% 147,863 0.15
Francois Rochon - Giverny Capital Add 5.22% 18,436 0.23
William Von Mueffling - Cantillon Capital Management Add 6.36% 140,126 0.23
Chase Coleman - Tiger Global Management Sell 100.00% 163,000 0.33
AKO Capital Reduce 5.04% 102,486 0.37
David Rolfe - Wedgewood Partners Reduce 5.56% 10,393 0.40
Stephen Mandel - Lone Pine Capital Reduce 16.25% 241,029 0.52
Lee Ainslie - Maverick Capital Add 34.75% 108,298 0.55
Viking Global Investors Add 8.84% 580,217 0.57
Chris Hohn - TCI Fund Management Reduce 7.80% 1,505,652 1.06
John Armitage - Egerton Capital Reduce 16.84% 704,829 1.73
AltaRock Partners Add 20.21% 333,152 1.90
Q1  2023
Terry Smith - Fundsmith Add 0.02% 1,275 0.00
Thomas Gayner - Markel Group Add 0.11% 1,059 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 1.62% 5,622 0.01
David Katz - Matrix Asset Advisors Buy 1,001 0.03
William Von Mueffling - Cantillon Capital Management Reduce 1.79% 40,200 0.07
Francois Rochon - Giverny Capital Reduce 1.48% 5,312 0.07
David Rolfe - Wedgewood Partners Reduce 1.59% 3,018 0.12
Robert Olstein - Olstein Capital Management Reduce 15.00% 4,500 0.16
AltaRock Partners Reduce 1.55% 26,000 0.16
Torray Funds Reduce 21.17% 7,278 0.30
Polen Capital Management Reduce 6.76% 585,391 0.35
Chris Hohn - TCI Fund Management Reduce 3.24% 645,000 0.50
AKO Capital Reduce 8.27% 183,589 0.63
Viking Global Investors Add 13.40% 775,098 0.82
Valley Forge Capital Management Reduce 9.93% 99,800 0.85
Lee Ainslie - Maverick Capital Reduce 35.21% 169,351 0.98
John Armitage - Egerton Capital Add 10.61% 401,354 0.98
Stephen Mandel - Lone Pine Capital Reduce 28.83% 600,777 1.26
Triple Frond Partners Reduce 14.42% 67,294 2.21
Q4  2022
Thomas Gayner - Markel Group Add 0.05% 482 0.00
First Eagle Investment Management Sell 100.00% 10,045 0.01
Torray Funds Reduce 1.63% 571 0.02
Francois Rochon - Giverny Capital Reduce 0.50% 1,792 0.02
Terry Smith - Fundsmith Reduce 0.41% 23,245 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 4.54% 16,501 0.04
David Rolfe - Wedgewood Partners Reduce 0.60% 1,153 0.04
William Von Mueffling - Cantillon Capital Management Reduce 1.65% 37,655 0.07

* "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.