Visa Inc. (V)

Sector:Services
Super Investor Stats:
Ownership count:23
Ownership rank:6
% of all portfolios:1.41%
Hold Price * :$262.60
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
David Katz - Matrix Asset Advisors Add 0.10% 1 0.00
Robert Olstein - Olstein Capital Management Reduce 16.00% 2,000 0.09
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 3.67% 277,947 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 Asset Management 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 Asset Management 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
David Rolfe - Wedgewood Partners Reduce 5.56% 10,393 0.40
Chris Hohn - TCI Fund Management Reduce 7.80% 1,505,652 1.06
Stephen Mandel - Lone Pine Capital Reduce 16.25% 241,029 0.52
John Armitage - Egerton Capital Reduce 16.84% 704,829 1.73
Chase Coleman - Tiger Global Management Sell 100.00% 163,000 0.33
Q1  2023
Viking Global Investors Add 13.40% 775,098 0.82
John Armitage - Egerton Capital Add 10.61% 401,354 0.98
Thomas Gayner - Markel Asset Management Add 0.11% 1,059 0.00
Terry Smith - Fundsmith Add 0.02% 1,275 0.00
David Katz - Matrix Asset Advisors Buy 1,001 0.03
Francois Rochon - Giverny Capital Reduce 1.48% 5,312 0.07
AltaRock Partners Reduce 1.55% 26,000 0.16
David Rolfe - Wedgewood Partners Reduce 1.59% 3,018 0.12
Thomas Russo - Gardner Russo & Quinn Reduce 1.62% 5,622 0.01
William Von Mueffling - Cantillon Capital Management Reduce 1.79% 40,200 0.07
Chris Hohn - TCI Fund Management Reduce 3.24% 645,000 0.50
Polen Capital Management Reduce 6.76% 585,391 0.35
AKO Capital Reduce 8.27% 183,589 0.63
Valley Forge Capital Management Reduce 9.93% 99,800 0.85
Triple Frond Partners Reduce 14.42% 67,294 2.21
Robert Olstein - Olstein Capital Management Reduce 15.00% 4,500 0.16
Torray Funds Reduce 21.17% 7,278 0.30
Stephen Mandel - Lone Pine Capital Reduce 28.83% 600,777 1.26
Lee Ainslie - Maverick Capital Reduce 35.21% 169,351 0.98
Q4  2022
Viking Global Investors Add 8.20% 438,387 0.46
Valley Forge Capital Management Add 3.22% 31,300 0.26
John Armitage - Egerton Capital Add 2.59% 95,633 0.17
Thomas Gayner - Markel Asset Management Add 0.05% 482 0.00
Terry Smith - Fundsmith Reduce 0.41% 23,245 0.02
Francois Rochon - Giverny Capital Reduce 0.50% 1,792 0.02
David Rolfe - Wedgewood Partners Reduce 0.60% 1,153 0.04
Torray Funds Reduce 1.63% 571 0.02
William Von Mueffling - Cantillon Capital Management Reduce 1.65% 37,655 0.07
AltaRock Partners Reduce 3.46% 59,981 0.39
Stephen Mandel - Lone Pine Capital Reduce 3.58% 77,281 0.15
Thomas Russo - Gardner Russo & Quinn Reduce 4.54% 16,501 0.04
Chuck Akre - Akre Capital Management Reduce 6.15% 322,600 0.61
Robert Olstein - Olstein Capital Management Reduce 9.09% 3,000 0.10
AKO Capital Reduce 9.20% 224,738 0.75
Polen Capital Management Reduce 14.86% 1,510,448 0.92
Lee Ainslie - Maverick Capital Reduce 35.21% 261,360 1.32
First Eagle Investment Management Sell 100.00% 10,045 0.01
Q3  2022
Viking Global Investors Add 109.19% 2,790,724 2.30
Lee Ainslie - Maverick Capital Add 23.65% 141,988 0.57
Lindsell Train Add 15.25% 900 0.00
AltaRock Partners Add 10.57% 165,703 0.96
Francois Rochon - Giverny Capital Add 2.43% 8,559 0.10

* "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.