Visa Inc. (V)

Sector:Services
Super Investor Stats:
Ownership count:24
Ownership rank:4
% of all portfolios:1.41%
Hold Price * :$262.60
History Portfolio Manager Activity Share change % change to portfolio
Q2  2021
David Tepper - Appaloosa Management Reduce 33.73% 140,000 0.68
Viking Global Investors Reduce 45.05% 1,819,346 1.30
First Eagle Investment Management Reduce 66.23% 49,610 0.02
Q1  2021
Valley Forge Capital Management Add 88.68% 477,181 4.78
Lee Ainslie - Maverick Capital Add 39.58% 2,460 0.01
Terry Smith - Fundsmith Add 6.05% 370,101 0.25
John Armitage - Egerton Capital Add 3.75% 157,349 0.18
Francois Rochon - Giverny Capital Add 3.61% 11,012 0.16
Torray Funds Add 2.61% 853 0.03
Polen Capital Management Add 2.27% 218,092 0.10
Thomas Gayner - Markel Asset Management Add 0.10% 940 0.00
Chuck Akre - Akre Capital Management Add 0.04% 2,180 0.00
Viking Global Investors Reduce 1.15% 47,029 0.03
Daniel Loeb - Third Point Reduce 3.23% 50,000 0.07
William Von Mueffling - Cantillon Capital Management Reduce 3.44% 88,559 0.14
Thomas Russo - Gardner Russo & Quinn Reduce 7.80% 35,128 0.07
AKO Capital Reduce 15.67% 366,448 0.96
Triple Frond Partners Reduce 24.00% 143,500 3.77
David Rolfe - Wedgewood Partners Reduce 26.64% 53,340 1.74
David Tepper - Appaloosa Management Reduce 33.06% 205,000 0.62
Q4  2020
Viking Global Investors Add 1170.40% 3,763,943 2.27
First Eagle Investment Management Add 104.76% 38,323 0.03
John Armitage - Egerton Capital Add 98.39% 2,080,265 2.57
AKO Capital Add 11.62% 243,500 0.69
Valley Forge Capital Management Add 11.43% 55,200 1.12
Mairs & Power Growth Fund Add 8.00% 50,000 0.23
Polen Capital Management Add 3.07% 285,843 0.15
Francois Rochon - Giverny Capital Add 1.33% 4,005 0.07
Thomas Gayner - Markel Asset Management Add 0.01% 90 0.00
Chuck Akre - Akre Capital Management Reduce 0.02% 812 0.00
AltaRock Partners Reduce 0.02% 2 0.00
Terry Smith - Fundsmith Reduce 0.20% 12,495 0.01
William Von Mueffling - Cantillon Capital Management Reduce 0.42% 10,947 0.02
Torray Funds Reduce 3.38% 1,141 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 4.81% 22,737 0.04
David Rolfe - Wedgewood Partners Reduce 5.63% 11,935 0.39
Lee Ainslie - Maverick Capital Reduce 7.58% 510 0.00
Triple Frond Partners Reduce 8.00% 52,000 1.39
David Tepper - Appaloosa Management Reduce 8.82% 60,000 0.20
Robert Olstein - Olstein Capital Management Reduce 12.50% 3,000 0.10
Q3  2020
Viking Global Investors Add 95.04% 156,706 0.11
Chris Hohn - TCI Fund Management Add 25.34% 2,842,505 2.04
Daniel Loeb - Third Point Add 24.00% 300,000 0.60
Mairs & Power Growth Fund Add 15.74% 85,000 0.39
Polen Capital Management Add 3.86% 346,117 0.19
AKO Capital Add 1.90% 38,989 0.12
Torray Funds Add 1.16% 387 0.01
Francois Rochon - Giverny Capital Add 0.35% 1,057 0.02
John Armitage - Egerton Capital Buy 2,114,311 2.61
Lee Ainslie - Maverick Capital Buy 6,726 0.03
First Eagle Investment Management Buy 36,581 0.02
Terry Smith - Fundsmith Reduce 0.26% 16,129 0.01
William Von Mueffling - Cantillon Capital Management Reduce 1.14% 29,839 0.05
Thomas Russo - Gardner Russo & Quinn Reduce 2.45% 11,891 0.02
David Rolfe - Wedgewood Partners Reduce 5.18% 11,579 0.37
David Tepper - Appaloosa Management Reduce 19.05% 160,000 0.56
Stephen Mandel - Lone Pine Capital Sell 100.00% 2,411,124 2.39
Q2  2020
Chris Hohn - TCI Fund Management Add 52.35% 3,853,636 2.95
AKO Capital Add 14.64% 262,531 0.88
Polen Capital Management Add 10.20% 830,879 0.49
Mairs & Power Growth Fund Add 5.88% 30,000 0.14
Francois Rochon - Giverny Capital Add 2.16% 6,356 0.12
William Von Mueffling - Cantillon Capital Management Add 0.93% 24,213 0.04
Terry Smith - Fundsmith Add 0.86% 52,218 0.04
Torray Funds Add 0.68% 224 0.01
David Tepper - Appaloosa Management Buy 840,000 2.82
Lindsell Train Buy 5,900 0.02
Warren Buffett - Berkshire Hathaway Reduce 5.44% 575,000 0.05
Thomas Russo - Gardner Russo & Quinn Reduce 5.51% 28,291 0.06
David Rolfe - Wedgewood Partners Reduce 7.38% 17,831 0.58
Daniel Loeb - Third Point Reduce 10.71% 150,000 0.40
Robert Olstein - Olstein Capital Management Reduce 21.31% 6,500 0.24
Stephen Mandel - Lone Pine Capital Reduce 27.59% 918,851 0.91
Viking Global Investors Reduce 61.66% 265,220 0.23
AltaRock Partners Reduce 95.92% 200,000 1.88
Lee Ainslie - Maverick Capital Sell 100.00% 5,918 0.02
Q1  2020
Chris Hohn - TCI Fund Management Add 522.01% 6,178,207 4.72
AKO Capital Add 31.29% 427,498 1.45
Viking Global Investors Add 28.18% 94,562 0.08
Triple Frond Partners Add 18.18% 100,000 1.80
Robert Olstein - Olstein Capital Management Add 17.31% 4,500 0.16
Mairs & Power Growth Fund Add 13.08% 59,000 0.26
Chuck Akre - Akre Capital Management Add 7.29% 356,100 0.56
Thomas Russo - Gardner Russo & Quinn Add 3.66% 18,102 0.03
Thomas Gayner - Markel Asset Management Add 0.16% 1,500 0.00
Stephen Mandel - Lone Pine Capital Buy 3,329,975 3.26
William Von Mueffling - Cantillon Capital Management Reduce 0.13% 3,485 0.01
Torray Funds Reduce 1.22% 408 0.01
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 2.86% 5,000 0.13
Terry Smith - Fundsmith Reduce 4.94% 316,879 0.29
Francois Rochon - Giverny Capital Reduce 6.60% 20,770 0.43
Daniel Loeb - Third Point Reduce 6.67% 100,000 0.26
AltaRock Partners Reduce 17.10% 43,000 0.44
Polen Capital Management Reduce 19.83% 2,014,692 1.41
Lee Ainslie - Maverick Capital Reduce 39.48% 3,861 0.01
David Rolfe - Wedgewood Partners Reduce 40.40% 163,722 5.00
Q4  2019
Lee Ainslie - Maverick Capital Add 77.51% 4,270 0.01
Viking Global Investors Add 33.75% 84,673 0.08
AKO Capital Add 11.16% 137,145 0.55
Polen Capital Management Add 2.81% 277,305 0.21

* "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.