Bowie Capital Management’s Visa V Stock Holding History

Bowie 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	–	Sell	-50,000	Closed	-$15.1M	–	41
2026 Q1	$15.1M	Buy	+50,000	New	+$16.1M	0.56%	27
2024 Q3	–	Sell	-140,000	Closed	-$36.7M	–	37
2024 Q2	$36.7M	Buy	+140,000	New	+$38.4M	2.25%	22
2023 Q4	–	Sell	-500,000	Closed	-$115M	–	37
2023 Q3	$115M	Buy	+500,000	New	+$120M	9.79%	2
2021 Q4	–	Sell	-200,000	Closed	-$44.5M	–	43
2021 Q3	$44.5M	Buy	+200,000	New	+$46.9M	4.78%	7

Other funds holding V

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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. 3,843 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.
3,843 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.