Visa Inc. (V)

Sector:Services
Super Investor Stats:
Ownership count:25
Ownership rank:4
% of all portfolios:1.272%
Hold Price * :$277.40
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Triple Frond Partners Add 83.73% 183,640 6.53
Lindsell Train Add 45.45% 3,500 0.02
AKO Capital Add 34.65% 460,821 1.65
Mairs & Power Growth Fund Add 19.71% 69,000 0.33
Torray Funds Add 3.37% 736 0.03
Francois Rochon - Giverny Capital Add 1.24% 4,793 0.05
Viking Global Investors Buy 3,505,747 3.51
ValueAct Capital Buy 373,600 2.35
Yacktman Asset Management Buy 732 0.00
Terry Smith - Fundsmith Reduce 0.10% 5,689 0.01
David Rolfe - Wedgewood Partners Reduce 1.34% 1,720 0.10
David Katz - Matrix Asset Advisors Reduce 2.52% 25 0.00
William Von Mueffling - Cantillon Capital Management Reduce 2.90% 61,550 0.10
Thomas Russo - Gardner Russo & Quinn Reduce 6.10% 17,253 0.05
Polen Capital Management Reduce 9.25% 739,881 0.53
Lee Ainslie - Maverick Capital Reduce 16.58% 97,853 0.52
AltaRock Partners Reduce 37.11% 660,000 3.58
John Armitage - Egerton Capital Reduce 53.80% 1,374,073 3.81
Q2  2024
Lee Ainslie - Maverick Capital Add 28.32% 130,254 0.65
Mairs & Power Growth Fund Add 20.69% 60,000 0.28
AKO Capital Add 4.76% 60,473 0.22
Francois Rochon - Giverny Capital Add 1.25% 4,759 0.05
David Rolfe - Wedgewood Partners Reduce 2.32% 3,043 0.16
Terry Smith - Fundsmith Reduce 2.43% 138,076 0.15
Thomas Russo - Gardner Russo & Quinn Reduce 4.37% 12,915 0.04
Polen Capital Management Reduce 4.71% 394,868 0.26
William Von Mueffling - Cantillon Capital Management Reduce 4.85% 108,378 0.19
John Armitage - Egerton Capital Reduce 6.62% 181,208 0.48
Torray Funds Reduce 13.50% 3,410 0.13
Triple Frond Partners Reduce 27.41% 82,838 2.55
Viking Global Investors Sell 100.00% 6,327,962 6.57
Yacktman Asset Management Sell 100.00% 732 0.00
Q1  2024
Polen Capital Management Add 15.10% 1,100,709 0.71
Viking Global Investors Add 11.21% 637,856 0.66
Francois Rochon - Giverny Capital Add 1.36% 5,116 0.06
David Katz - Matrix Asset Advisors Add 0.10% 1 0.00
Yacktman Asset Management Buy 732 0.00
Terry Smith - Fundsmith Reduce 0.84% 47,935 0.05
David Rolfe - Wedgewood Partners Reduce 1.37% 1,822 0.10
Torray Funds Reduce 1.45% 371 0.02
William Von Mueffling - Cantillon Capital Management Reduce 1.96% 44,743 0.08
AltaRock Partners Reduce 2.67% 48,770 0.29
Lee Ainslie - Maverick Capital Reduce 3.64% 17,356 0.09
Chuck Akre - Akre Capital Management Reduce 6.75% 237,000 0.55
Thomas Russo - Gardner Russo & Quinn Reduce 8.44% 27,262 0.08
Robert Olstein - Olstein Capital Management Reduce 16.00% 2,000 0.09
Triple Frond Partners Reduce 17.58% 64,470 2.05
AKO Capital Reduce 23.01% 379,443 1.50
John Armitage - Egerton Capital Reduce 25.44% 933,144 2.52
Q4  2023
David Rolfe - Wedgewood Partners Add 12.10% 14,382 0.83
John Armitage - Egerton Capital Add 9.73% 325,306 0.92
Lindsell Train Add 5.48% 400 0.00
Francois Rochon - Giverny Capital Add 1.54% 5,722 0.07
David Katz - Matrix Asset Advisors Add 1.12% 11 0.00
Torray Funds Add 0.89% 226 0.01
Valley Forge Capital Management Add 0.78% 7,040 0.05
Lee Ainslie - Maverick Capital Reduce 0.27% 1,296 0.01
Terry Smith - Fundsmith Reduce 0.31% 18,068 0.02
William Von Mueffling - Cantillon Capital Management Reduce 2.38% 55,660 0.10
Thomas Russo - Gardner Russo & Quinn Reduce 2.55% 8,450 0.02
Polen Capital Management Reduce 3.66% 277,387 0.17
Triple Frond Partners Reduce 8.22% 32,845 1.02
AltaRock Partners Reduce 12.07% 250,867 1.46
AKO Capital Reduce 13.05% 247,542 0.92
Viking Global Investors Reduce 18.38% 1,281,229 1.22
Chuck Akre - Akre Capital Management Reduce 26.92% 1,292,214 2.83
Robert Olstein - Olstein Capital Management Reduce 40.48% 8,500 0.37
Bill & Melinda Gates Foundation Trust Sell 100.00% 14,000 0.01
Q3  2023
Lee Ainslie - Maverick Capital Add 13.95% 58,576 0.31
AltaRock Partners Add 4.88% 96,744 0.56
Thomas Gayner - Markel Group Add 1.01% 10,015 0.03
Bill & Melinda Gates Foundation Trust Buy 14,000 0.01
Francois Rochon - Giverny Capital Reduce 0.04% 141 0.00
Terry Smith - Fundsmith Reduce 0.08% 4,684 0.00
William Von Mueffling - Cantillon Capital Management Reduce 0.39% 9,150 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 0.80% 2,687 0.01
AKO Capital Reduce 1.88% 36,303 0.14
Viking Global Investors Reduce 2.37% 168,951 0.16
Chuck Akre - Akre Capital Management Reduce 2.46% 121,184 0.26
Polen Capital Management Reduce 3.66% 287,355 0.17
John Armitage - Egerton Capital Reduce 3.93% 136,645 0.36
Torray Funds Reduce 4.38% 1,163 0.05
Chris Hohn - TCI Fund Management Reduce 5.56% 988,982 0.83
Robert Olstein - Olstein Capital Management Reduce 14.29% 3,500 0.14
David Rolfe - Wedgewood Partners Reduce 32.73% 57,824 3.18
Stephen Mandel - Lone Pine Capital Sell 100.00% 1,241,941 2.70
Q2  2023
Lee Ainslie - Maverick Capital Add 34.75% 108,298 0.55
AltaRock Partners Add 20.21% 333,152 1.90
Viking Global Investors Add 8.84% 580,217 0.57
Lindsell Train Add 7.35% 500 0.00
William Von Mueffling - Cantillon Capital Management Add 6.36% 140,126 0.23
Francois Rochon - Giverny Capital Add 5.22% 18,436 0.23
Terry Smith - Fundsmith Add 2.63% 147,863 0.15
Thomas Gayner - Markel Group Add 2.59% 24,950 0.07
David Katz - Matrix Asset Advisors Reduce 1.90% 19 0.00
Torray Funds Reduce 1.97% 533 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 2.07% 7,061 0.02
Polen Capital Management Reduce 2.64% 212,806 0.13
Robert Olstein - Olstein Capital Management Reduce 3.92% 1,000 0.04
AKO Capital Reduce 5.04% 102,486 0.37

* "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.