Anomaly Capital Management’s Visa V Stock Holding History

Anomaly Capital Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246M	Buy	717,707 +472,511	+193%	+$152M	9.4%	4
2026 Q1	$74.1M	Buy	+245,196	New	+$78.8M	4.49%	7
2022 Q3	–	Sell	-180,620	Closed	-$35.6M	–	33
2022 Q2	$35.6M	Buy	+180,620	New	+$37.3M	1.79%	19
2021 Q3	–	Sell	-72,410	Closed	-$16.9M	–	39
2021 Q2	$16.9M	Sell	72,410 -60,008	-45%	-$13.7M	1.07%	21
2021 Q1	$28M	Buy	+132,418	New	+$27.9M	2.74%	16

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Anomaly Capital Management's V Position: Q2 2026 in Review

Anomaly Capital Management increased its Visa (V) stake by 193% in Q2 2026, buying an estimated $152M and bringing the position to 717,707 shares worth $246M. The position accounts for 9.4% of the portfolio, ranked #4.

Anomaly Capital Management first reported a position in V in Q1 2021 and has held it in 5 quarters since. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

Anomaly Capital Management held 717,707 shares of Visa worth $246M as of Q2 2026.
Anomaly Capital Management bought 472,511 Visa shares in Q2 2026, an estimated $152M.
Visa made up 9.4% of Anomaly Capital Management's portfolio in Q2 2026, its #4 holding.
Anomaly Capital Management first reported a position in Visa in Q1 2021 and has held it in 5 quarters since.
4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Anomaly Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.