Gulfstream Capital

Public filings / V on Yahoo Finance (opens in a new tab)

V: insider buying, 13F holders, analyst moves

Visa Inc

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SEC Form 13F · Q2 2026

30 of our 100 managers hold V

Combined reported value $23.67B; 5 sold out since Q1 2026.

Holders among our 100 managers: 27 in Q3 2023, 30 in Q2 2026.

ManagerValue% of portfolioChange vs Q1 2026
TCI Fund Management$10.46B19.83%Unchanged
Viking Global Investors$2.19B6.25%Added
Sanders Capital$1.65B1.65%Trimmed
Egerton Capital (UK)$1.46B14.13%Added
Soroban Capital Partners$1.13B7.97%Added
Pershing Square$1.12B5.76%New
ValueAct Capital$794.7M14.10%Unchanged
Fundsmith$693.0M5.08%Trimmed
Polen Capital$619.5M5.33%Trimmed
Alkeon Capital$503.9M1.94%Unchanged
Akre Capital Management$381.1M7.46%Trimmed
Markel Group$347.9M2.65%Added
AKO Capital$338.0M7.88%Trimmed
Kensico Capital$324.8M5.57%Unchanged
Altarock Partners$287.0M6.77%Added

All holders and who sold out

Important information

Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.