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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Blacksheep Fund Management's V Position: Q1 2026 in Review

Blacksheep Fund Management increased its Visa (V) stake by 109% in Q1 2026, buying an estimated $16.9M and bringing the position to 100,710 shares worth $30.4M. The position accounts for 12.31% of the portfolio, ranked #4.

Blacksheep Fund Management first reported a position in V in Q4 2025 and has held it in 2 quarters since. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Blacksheep Fund Management held 100,710 shares of Visa worth $30.4M as of Q1 2026.
  • Blacksheep Fund Management bought 52,460 Visa shares in Q1 2026, an estimated $16.9M.
  • Visa made up 12.31% of Blacksheep Fund Management's portfolio in Q1 2026, its #4 holding.
  • Blacksheep Fund Management first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Blacksheep Fund Management's 13F filing for Q1 2026, filed 13 May 2026.