BFM
V icon

Blacksheep Fund Management’s Visa V Stock Holding History

Blacksheep Fund 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 		$64M Buy
186,550
+85,840
+85% +$27.6M 20.67% 2
2026
Q1 		$30.4M Buy
100,710
+52,460
+109% +$16.9M 12.31% 4
2025
Q4 		$16.9M Buy
+48,250
New +$16.4M 6.88% 6

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Blacksheep Fund Management's V Position: Q2 2026 in Review

Blacksheep Fund Management increased its Visa (V) stake by 85% in Q2 2026, buying an estimated $27.6M and bringing the position to 186,550 shares worth $64M. The position accounts for 20.67% of the portfolio, ranked #2.

Blacksheep Fund Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,601 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Blacksheep Fund Management held 186,550 shares of Visa worth $64M as of Q2 2026.
  • Blacksheep Fund Management bought 85,840 Visa shares in Q2 2026, an estimated $27.6M.
  • Visa made up 20.67% of Blacksheep Fund Management's portfolio in Q2 2026, its #2 holding.
  • Blacksheep Fund Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,601 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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