Stock thesis
Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.
Visa operates a global electronic payments network for cards, digital payments, and money movement.
Neutral synthesis
Why this name is here
14 tracked funds report V in their latest available 13F, representing $14.0B of combined reported value on this page.
Counter-evidence
6 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.
Continue the work
Rows are narrowed by movement, fund type, and position size.
| Fund | Move | Read | Value | Weight |
|---|---|---|---|---|
| TCI Fund Management largest tracked holder Q1 2026 · filed May 15, 2026 · SEC filing | +10% | reported share count increased | $9,208,688,518 | 20.39% |
| Viking Global Investors position history Q1 2026 · filed May 15, 2026 · SEC filing | +59% | reported share count increased | $1,912,630,634 | 5.35% |
| ValueAct Capital position history Q1 2026 · filed May 15, 2026 · SEC filing | +35% | reported share count increased | $700,063,400 | 12.26% |
| Markel Group position history Q2 2026 · filed Jul 31, 2026 · SEC filing | +1% | reported share count increased | $347,863,069 | 2.65% |
| Lone Pine Capital position history Q1 2026 · filed May 15, 2026 · SEC filing | +510% | reported share count increased | $28,040,316 | 0.22% |
SEC fundamentals
SEC Forms 4/5
Official-source analysis
We publish a cited report after an eligible official earnings filing is accepted and passes validation.
Options market
