ValueAct Holdings, L.P.

Superinvestor

ValueAct Capital

SEC CIK
0001418814
Manager
Mason Morfit
Style
Activist

V holding history

VISA INC.

Every 13F filing in which ValueAct Capital reported holding V, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull portfolio

ValueAct Holdings, L.P.: V holding by quarter
QuarterSharesValue% of portfolioChange in sharesAction
Q2 20262,316,250$794.68M14.10%00.0%Unchanged
Q1 20262,316,250$700.06M12.26%+598,000+34.8%Added
Q4 20251,718,250$602.61M8.58%+152,400+9.7%Added
Q3 20251,565,850$534.55M9.01%+320,900+25.8%Added
Q2 20251,244,950$442.02M7.89%−68,000−5.2%Reduced
Q1 20251,312,950$460.14M10.04%+939,350+251.4%Added
Q4 2024373,600$118.07M2.69%−373,600−50.0%Reduced
Q3 2024747,200$205.44M2.47%+747,200New