Bowie Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $68.1M | Sell |
198,480
-149,546
| -43% | -$48M | 2.9% | 17 |
|
|
2026
Q1 | $105M | Sell |
348,026
-4,292
| -1% | -$1.38M | 3.88% | 9 |
|
|
2025
Q4 | $124M | Buy |
352,318
+23,364
| +7% | +$7.96M | 4.94% | 6 |
|
|
2025
Q3 | $112M | Buy |
328,954
+56,915
| +21% | +$19.7M | 4.88% | 9 |
|
|
2025
Q2 | $96.6M | Buy |
272,039
+4,402
| +2% | +$1.53M | 4.51% | 13 |
|
|
2025
Q1 | $93.8M | Sell |
267,637
-21,687
| -7% | -$7.34M | 4.4% | 10 |
|
|
2024
Q4 | $91.4M | Buy |
289,324
+3,623
| +1% | +$1.09M | 4.85% | 12 |
|
|
2024
Q3 | $78.6M | Buy |
285,701
+48,488
| +20% | +$13.1M | 4.09% | 13 |
|
|
2024
Q2 | $62.3M | Buy |
237,213
+52,473
| +28% | +$14.4M | 3.81% | 15 |
|
|
2024
Q1 | $51.6M | Buy |
184,740
+29,824
| +19% | +$8.23M | 3.86% | 13 |
|
|
2023
Q4 | $40.3M | Sell |
154,916
-1,076
| -0.7% | -$265K | 4.56% | 11 |
|
|
2023
Q3 | $35.9M | Sell |
155,992
-2,922
| -2% | -$702K | 3.05% | 13 |
|
|
2023
Q2 | $37.7M | Buy |
158,914
+52,870
| +50% | +$12.1M | 4.42% | 9 |
|
|
2023
Q1 | $23.9M | Sell |
106,044
-3,864
| -4% | -$860K | 2.77% | 18 |
|
|
2022
Q4 | $22.8M | Sell |
109,908
-4,920
| -4% | -$992K | 2.92% | 16 |
|
|
2022
Q3 | $20.4M | Sell |
114,828
-3,044
| -3% | -$619K | 2.15% | 19 |
|
|
2022
Q2 | $23.2M | Sell |
117,872
-18,128
| -13% | -$3.75M | 3.25% | 12 |
|
|
2022
Q1 | $30.2M | Sell |
136,000
-28,000
| -17% | -$6.06M | 3.82% | 12 |
|
|
2021
Q4 | $35.5M | Buy |
164,000
+60,000
| +58% | +$12.9M | 4.11% | 11 |
|
|
2021
Q3 | $23.2M | Hold |
104,000
| – | – | 2.49% | 18 |
|
|
2021
Q2 | $24.3M | Sell |
104,000
-11,000
| -10% | -$2.51M | 3.03% | 17 |
|
|
2021
Q1 | $24.3M | Sell |
115,000
-9,900
| -8% | -$2.08M | 3.29% | 16 |
|
|
2020
Q4 | $27.3M | Buy |
124,900
+31,900
| +34% | +$6.53M | 4.1% | 11 |
|
|
2020
Q3 | $18.6M | Buy |
93,000
+3,000
| +3% | +$599K | 2.97% | 16 |
|
|
2020
Q2 | $17.4M | Buy |
90,000
+21,000
| +30% | +$3.84M | 2.89% | 17 |
|
|
2020
Q1 | $11.1M | Buy |
69,000
+51,200
| +288% | +$9.65M | 2.84% | 15 |
|
|
2019
Q4 | $3.35M | Hold |
17,800
| – | – | 0.91% | 25 |
|
|
2019
Q3 | $3.06M | Hold |
17,800
| – | – | 0.56% | 30 |
|
|
2019
Q2 | $3.09M | Hold |
17,800
| – | – | 0.62% | 29 |
|
|
2019
Q1 | $2.78M | Hold |
17,800
| – | – | 0.82% | 28 |
|
|
2018
Q4 | $2.35M | Buy |
17,800
+9,300
| +109% | +$1.28M | 0.43% | 32 |
|
|
2018
Q3 | $1.28M | Buy |
+8,500
| New | +$1.21M | 0.22% | 32 |
|
Other funds holding V
Bowie Capital Management's V Position: Q2 2026 in Review
Bowie Capital Management reduced its Visa (V) stake by 43% in Q2 2026, selling an estimated $48M and leaving 198,480 shares worth $68.1M. The position accounts for 2.9% of the portfolio, ranked #17.
Bowie Capital Management first reported a position in V in Q3 2018 and has held it in 32 quarters since. The position peaked at $124M in Q4 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Bowie Capital Management held 198,480 shares of Visa worth $68.1M as of Q2 2026.
- Bowie Capital Management sold 149,546 Visa shares in Q2 2026, an estimated $48M.
- Visa made up 2.9% of Bowie Capital Management's portfolio in Q2 2026, its #17 holding.
- Bowie Capital Management first reported a position in Visa in Q3 2018 and has held it in 32 quarters since.
- Bowie Capital Management's Visa position peaked at $124M in Q4 2025.
- 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.