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V
Visa Inc-class A Shares
29 super-investor ownerscombined $17.73Blargest position 20.4%
1 NEW3 ADD2 TRIM1 EXIT
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 17
Peak: 20
Owners (29) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chris Hohn | 20.4% | 28q | $9.21B | 30,468,133 |
| 2 | Viking Global Investors | 5.3% | 38q | $1.91B | 6,328,185 |
| 3 | John Armitage | 13.8% | 27q | $1.24B | 4,110,970 |
| 4 | Polen Capital Management | 5.1% | 40q | $739M | 2,445,760 |
| 5 | Jeffrey Ubben et al | 12.3% | 7q | $700M | 2,316,250 |
| 6 | William Von Mueffling | 3.5% | 40q | $519M | 1,718,158 |
| 7 | Chuck Akre | 8.1% | 40q | $495M | 1,638,798 |
| 8 | AKO Capital | 7.0% | 38q | $359M | 1,186,931 |
| 9 | Terry Smith | 7.0% | 20q | $310M | 1,025,445 |
| 10 | Thomas Gayner | 2.5% | 40q | $304M | 1,004,331 |
| 11 | Mairs & Power Funds | 2.6% | 40q | $254M | 840,917 |
| 12 | Lee Ainslie | 2.8% | 32q | $244M | 806,951 |
| 13 | Bill Nygren | 0.3% | 40q | $217M | 717,260 |
| 14 | Seth Klarman | 4.1% | — 1q | $212M | 701,355 |
| 15 | Joel Greenblatt | 0.1% | 40q | $194M | 642,304 |
| 16 | Vulcan Value Partners | 5.1% | 40q | $193M | 639,454 |
| 17 | Valley Forge Capital Management | 5.4% | 38q | $181M | 598,753 |
| 18 | AltaRock Partners | 3.7% | 40q | $151M | 498,677 |
| 19 | Francois Rochon | 4.4% | 40q | $120M | 396,357 |
| 20 | Wallace Weitz | 5.6% | 39q | $80M | 265,330 |
| 21 | Thomas Russo | 0.3% | 40q | $28M | 93,812 |
| 22 | Stephen Mandel | 0.2% | 15q | $28M | 92,775 |
| 23 | David Rolfe | 5.2% | 40q | $25M | 83,010 |
| 24 | Torray Funds | 0.9% | 40q | $6M | 19,800 |
| 25 | Robert Olstein | 0.8% | 40q | $4M | 11,750 |
| 26 | Lindsell Train | 0.1% | 24q | $3M | 10,300 |
| 27 | David Katz | <0.1% | 13q | $347K | 1,149 |
| 28 | Dodge & Cox Funds | 0.0% | 40q | $260K | 859 |
| 29 | Yacktman Asset Management | <0.1% | 8q | $221K | 732 |
Sort↑
- 1Chris Hohn20.4%$9.21B30,468,133 sh·28q held
- 2Viking Global Investors5.3%$1.91B6,328,185 sh·38q held
- 3John Armitage13.8%$1.24B4,110,970 sh·27q held
- 4Polen Capital Management5.1%$739M2,445,760 sh·40q held
- 5Jeffrey Ubben et al12.3%$700M2,316,250 sh·7q held
- 6William Von Mueffling3.5%$519M1,718,158 sh·40q held
- 7Chuck Akre8.1%$495M1,638,798 sh·40q held
- 8AKO Capital7.0%$359M1,186,931 sh·38q held
- 9Terry Smith7.0%$310M1,025,445 sh·20q held
- 10Thomas Gayner2.5%$304M1,004,331 sh·40q held
- 11Mairs & Power Funds2.6%$254M840,917 sh·40q held
- 12Lee Ainslie2.8%$244M806,951 sh·32q held
- 13Bill Nygren0.3%$217M717,260 sh·40q held
- 14Seth Klarman4.1%$212M701,355 sh·—1q held
- 15Joel Greenblatt0.1%$194M642,304 sh·40q held
- 16Vulcan Value Partners5.1%$193M639,454 sh·40q held
- 17Valley Forge Capital Management5.4%$181M598,753 sh·38q held
- 18AltaRock Partners3.7%$151M498,677 sh·40q held
- 19Francois Rochon4.4%$120M396,357 sh·40q held
- 20Wallace Weitz5.6%$80M265,330 sh·39q held
- 21Thomas Russo0.3%$28M93,812 sh·40q held
- 22Stephen Mandel0.2%$28M92,775 sh·15q held
- 23David Rolfe5.2%$25M83,010 sh·40q held
- 24Torray Funds0.9%$6M19,800 sh·40q held
- 25Robert Olstein0.8%$4M11,750 sh·40q held
- 26Lindsell Train0.1%$3M10,300 sh·24q held
- 27David Katz<0.1%$347K1,149 sh·13q held
- 28Dodge & Cox Funds0.0%$260K859 sh·40q held
- 29Yacktman Asset Management<0.1%$221K732 sh·8q held
Recent activity (7)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg | EXIT | <0.1% | -100% | $0 | May 15, 2026 |
| Jeffrey Ubben et al | ADD | 12.3% | +35% | $700M | May 15, 2026 |
| Stephen Mandel | ADD | 0.2% | +510% | $28M | May 15, 2026 |
| Valley Forge Capital Management | TRIM | 5.4% | -35% | $181M | May 15, 2026 |
| Seth Klarman | NEW | 4.1% | +100% | $212M | May 14, 2026 |
| Chuck Akre | TRIM | 8.1% | -39% | $495M | May 14, 2026 |
| John Armitage | ADD | 13.8% | +26% | $1.24B | May 13, 2026 |
- EXITGlenn Greenberg<0.1%Δ -100%·$0·filed May 15, 2026
- ADDJeffrey Ubben et al12.3%Δ +35%·$700M·filed May 15, 2026
- ADDStephen Mandel0.2%Δ +510%·$28M·filed May 15, 2026
- TRIMValley Forge Capital Management5.4%Δ -35%·$181M·filed May 15, 2026
- NEWSeth Klarman4.1%Δ +100%·$212M·filed May 14, 2026
- TRIMChuck Akre8.1%Δ -39%·$495M·filed May 14, 2026
- ADDJohn Armitage13.8%Δ +26%·$1.24B·filed May 13, 2026
Long US equity 13F-HR filings only. CUSIP 92826C839. Not investment advice.