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V

VISA Inc. · XNYS

Season
Q2 2026 · as of Jun 30
Holders
34 of 97 filed · prev 33
Median weight
4.38%
Sector
Technology
Type
equity · US

Moves27 this quarter

Streakslongest holders · 53 quarters on record

  1. Akre John Neff, portfolio manager 7.5%53+ quarters
  2. Wedgewood David Rolfe, CIO 6.3%53+ quarters
  3. Kensico John Whalen, CIO 5.6%53+ quarters
  4. Polen Dan Davidowitz, portfolio manager 5.3%53+ quarters
  5. Fundsmith Terry Smith, founder 5.1%53+ quarters

The record for V begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding34 Q2 2026

Largest weight19.8% Q2 2026

Holders34 of 97 filed · 2 exited

TCIChris Hohn, founder19.83%30,494,133$10.5Badded0%+0.56 pp29 q
EgertonJohn Armitage, CIO14.13%4,264,651$1.5Badded+4%+0.34 pp24 q
ValueActMason Morfit, CIO14.10%2,316,250$795Mheld—8 q
AKOPatrick Hargreaves, CEO7.87%985,126$338Mtrimmed−17%−0.85 pp32 q
AkreJohn Neff, portfolio manager7.46%1,110,881$381Mtrimmed−32%−0.64 pp53+ q
AltaRockMark Massey, founder6.77%836,470$287Madded+68%+3.12 pp47 q
WedgewoodDavid Rolfe, CIO6.32%89,188$31Madded+7%+1.14 pp53+ q
WeitzBrad Hinton, CIO6.30%265,330$91Mheld—40 q
VikingAndreas Halvorsen, CEO6.25%6,393,604$2.2Badded+1%+0.90 pp8 q
PershingBill Ackman, portfolio manager5.76%3,270,470$1.1Bnew+5.76 ppnew
KensicoJohn Whalen, CIO5.57%946,600$325Mtrimmed−0%−0.29 pp53+ q
PolenDan Davidowitz, portfolio manager5.34%1,805,617$619Mtrimmed−26%−0.23 pp53+ q
Valley ForgeDev Kantesaria, founder5.10%462,978$159Mtrimmed−23%−0.26 pp39 q
FundsmithTerry Smith, founder5.10%2,700,302$926Mtrimmed−35%−2.14 pp53+ q
VulcanC.T. Fitzpatrick, CIO4.84%463,268$159Mtrimmed−28%−0.28 pp33 q
GivernyFrançois Rochon, CEO4.50%389,900$134Mtrimmed−2%−0.11 pp46 q
BaupostSeth Klarman, portfolio manager4.44%701,355$241Mheld—2 q
CantillonWilliam von Mueffling, CEO4.31%83,643$29Mtrimmed−95%−0.86 pp43 q
MairsAndrew Adams, CIO2.68%852,050$292Madded+1%+0.08 pp53+ q
MarkelTom Gayner, CEO2.65%1,013,912$348Madded+1%+0.11 pp46 q
MaverickBen Silver, CIO2.33%752,252$258Mtrimmed−7%−0.51 pp3 q
Tiger GlobalChase Coleman, CIO1.14%798,697$274Mnew+1.14 ppnew
PARPaul Reeder, founder1.09%127,600$44Madded+60%+0.39 pp7 q
TorrayJames Bailey, portfolio manager1.02%22,017$8Madded+11%+0.14 pp53+ q
Dodge & CoxDavid Hoeft, CIO0.97%5,417,326$1.9Badded×6306.5+0.97 pp48 q
PRIMECAPJoel Fried, portfolio manager0.87%4,268,491$1.5Badded+5%+0.10 pp27 q
Lone PineDavid Craver, CIO0.35%165,960$57Madded+79%+0.13 pp3 q
RussoTimothy Quinn, portfolio manager0.34%87,256$30Mtrimmed−7%—27 q
OakmarkBill Nygren, CIO0.32%711,659$244Mtrimmed−1%—53+ q
LindsellMichael Lindsell, CEO0.14%10,500$4Madded+2%—25 q
BaronRon Baron, CEO0.09%180,071$62Mtrimmed−0%−0.07 pp53+ q
MatrixDavid Katz, CIO0.03%1,120$384,142trimmed−3%—14 q
YacktmanStephen Yacktman, CIO0.00%732$251,142held—8 q
GreenbergGlenn Greenberg, portfolio manager0.00%618$212,030new—new
CoatuePhilippe Laffont, founder———exited−0.75 pp—
AtreidesGavin Baker, founder———exited−0.53 pp—