Visa Inc. (V)

Sector:Services
Super Investor Stats:
Ownership count:23
Ownership rank:6
% of all portfolios:1.41%
Hold Price * :$262.52
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
David Katz - Matrix Asset Advisors Add 0.10% 1 0.00
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
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
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
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
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
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
AKO Capital Add 0.86% 20,914 0.06
Terry Smith - Fundsmith Add 0.09% 5,048 0.00
Chris Hohn - TCI Fund Management Add 0.06% 12,700 0.01
Q2  2022
AKO Capital Add 84.42% 1,109,007 3.06
Robert Olstein - Olstein Capital Management Add 8.20% 2,500 0.07
AltaRock Partners Add 4.83% 72,300 0.44
Francois Rochon - Giverny Capital Add 2.50% 8,568 0.11
Thomas Gayner - Markel Asset Management Add 0.17% 1,674 0.00
Terry Smith - Fundsmith Add 0.04% 2,314 0.00
Q1  2022
AKO Capital Add 126.40% 733,422 1.75
Polen Capital Management Add 13.05% 1,500,092 0.65
John Armitage - Egerton Capital Add 6.71% 306,910 0.36
David Rolfe - Wedgewood Partners Add 5.31% 11,012 0.34
Valley Forge Capital Management Add 4.29% 40,080 0.34
William Von Mueffling - Cantillon Capital Management Add 2.92% 65,519 0.10
Francois Rochon - Giverny Capital Add 1.62% 5,472 0.07
Thomas Gayner - Markel Asset Management Add 0.32% 3,065 0.01
Q4  2021
AltaRock Partners Add 17472.26% 1,487,588 8.50
Robert Olstein - Olstein Capital Management Add 103.33% 15,500 0.40
Lee Ainslie - Maverick Capital Add 54.48% 394,346 1.03
Viking Global Investors Add 50.62% 1,334,844 0.84
David Rolfe - Wedgewood Partners Add 49.09% 68,315 1.97
Triple Frond Partners Add 22.11% 100,483 2.45
Chris Hohn - TCI Fund Management Add 15.82% 3,155,111 1.54
Torray Funds Add 12.00% 3,991 0.13
Polen Capital Management Add 5.35% 583,184 0.21
Terry Smith - Fundsmith Add 4.15% 273,645 0.14
Wallace Weitz - Weitz Value Fund Add 2.78% 5,000 0.11
Francois Rochon - Giverny Capital Add 1.97% 6,517 0.08
Stephen Mandel - Lone Pine Capital Buy 4,833,625 4.29
Q3  2021
Lee Ainslie - Maverick Capital Add 248.08% 515,895 1.27
Chris Hohn - TCI Fund Management Add 41.84% 5,881,421 3.15
Viking Global Investors Add 18.82% 417,572 0.26
John Armitage - Egerton Capital Add 15.58% 680,797 0.72
Polen Capital Management Add 6.17% 634,290 0.26
Wallace Weitz - Weitz Value Fund Add 5.88% 10,000 0.23
Terry Smith - Fundsmith Add 0.90% 58,709 0.04
Q2  2021
Lee Ainslie - Maverick Capital Add 2296.85% 199,275 0.44
Francois Rochon - Giverny Capital Add 5.31% 16,791 0.24
Polen Capital Management Add 4.57% 448,979 0.20
AKO Capital Add 0.70% 13,891 0.04
Terry Smith - Fundsmith Add 0.68% 44,008 0.03
John Armitage - Egerton Capital Add 0.41% 17,929 0.02
Torray Funds Add 0.21% 69 0.00
Thomas Gayner - Markel Asset Management Add 0.04% 360 0.00
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
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
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

* "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.