Dmitry Balyasny’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 | $102M | Sell |
297,581
-270,932
| -48% | -$87M | 0.13% | 184 |
|
|
2026
Q1 | $172M | Buy |
568,513
+139,972
| +33% | +$45M | 0.22% | 77 |
|
|
2025
Q4 | $150M | Sell |
428,541
-1,037,675
| -71% | -$354M | 0.19% | 106 |
|
|
2025
Q3 | $501M | Buy |
1,466,216
+852,791
| +139% | +$295M | 0.63% | 18 |
|
|
2025
Q2 | $218M | Buy |
613,425
+500,027
| +441% | +$174M | 0.33% | 48 |
|
|
2025
Q1 | $39.7M | Buy |
113,398
+108,292
| +2,121% | +$36.6M | 0.07% | 366 |
|
|
2024
Q4 | $1.61M | Sell |
5,106
-7,845
| -61% | -$2.36M | ﹤0.01% | 1754 |
|
|
2024
Q3 | $3.56M | Sell |
12,951
-65,778
| -84% | -$17.8M | 0.01% | 1420 |
|
|
2024
Q2 | $20.7M | Sell |
78,729
-70,313
| -47% | -$19.3M | 0.04% | 591 |
|
|
2024
Q1 | $41.6M | Sell |
149,042
-380,833
| -72% | -$105M | 0.07% | 365 |
|
|
2023
Q4 | $138M | Buy |
529,875
+411,144
| +346% | +$101M | 0.26% | 65 |
|
|
2023
Q3 | $27.3M | Sell |
118,731
-977,203
| -89% | -$235M | 0.06% | 460 |
|
|
2023
Q2 | $260M | Buy |
1,095,934
+521,133
| +91% | +$119M | 0.57% | 18 |
|
|
2023
Q1 | $130M | Sell |
574,801
-536,672
| -48% | -$119M | 0.32% | 46 |
|
|
2022
Q4 | $231M | Buy |
1,111,473
+1,105,673
| +19,063% | +$223M | 0.63% | 6 |
|
|
2022
Q3 | $1.03M | Sell |
5,800
-105,619
| -95% | -$21.5M | ﹤0.01% | 1782 |
|
|
2022
Q2 | $21.9M | Sell |
111,419
-596,533
| -84% | -$123M | 0.07% | 393 |
|
|
2022
Q1 | $157M | Buy |
+707,952
| New | +$153M | 0.5% | 21 |
|
|
2021
Q4 | – | Sell |
-186,939
| Closed | -$41.6M | – | 2621 |
|
|
2021
Q3 | $41.6M | Sell |
186,939
-243,901
| -57% | -$57.2M | 0.17% | 146 |
|
|
2021
Q2 | $101M | Sell |
430,840
-112,708
| -21% | -$25.8M | 0.48% | 26 |
|
|
2021
Q1 | $115M | Sell |
543,548
-374,158
| -41% | -$78.8M | 0.57% | 19 |
|
|
2020
Q4 | $201M | Buy |
917,706
+845,304
| +1,168% | +$173M | 1.12% | 5 |
|
|
2020
Q3 | $14.5M | Buy |
+72,402
| New | +$14.5M | 0.11% | 276 |
|
|
2019
Q4 | – | Sell |
-365,139
| Closed | -$62.8M | – | 1508 |
|
|
2019
Q3 | $62.8M | Sell |
365,139
-197,852
| -35% | -$35.2M | 0.43% | 38 |
|
|
2019
Q2 | $97.7M | Sell |
562,991
-127,202
| -18% | -$20.8M | 0.62% | 14 |
|
|
2019
Q1 | $108M | Sell |
690,193
-910,862
| -57% | -$131M | 0.72% | 6 |
|
|
2018
Q4 | $211M | Buy |
1,601,055
+623,291
| +64% | +$86.1M | 1.52% | 1 |
|
|
2018
Q3 | $147M | Buy |
977,764
+668,688
| +216% | +$95.1M | 0.67% | 14 |
|
|
2018
Q2 | $40.9M | Sell |
309,076
-1,009,167
| -77% | -$130M | 0.19% | 137 |
|
|
2018
Q1 | $158M | Sell |
1,318,243
-100,943
| -7% | -$12.2M | 0.66% | 13 |
|
|
2017
Q4 | $162M | Buy |
1,419,186
+1,089,614
| +331% | +$120M | 0.51% | 23 |
|
|
2017
Q3 | $34.7M | Sell |
329,572
-645,912
| -66% | -$65.5M | 0.14% | 207 |
|
|
2017
Q2 | $91.5M | Buy |
975,484
+29,510
| +3% | +$2.74M | 0.38% | 51 |
|
|
2017
Q1 | $84.1M | Sell |
945,974
-197,460
| -17% | -$17M | 0.39% | 48 |
|
|
2016
Q4 | $89.2M | Sell |
1,143,434
-256,401
| -18% | -$20.6M | 0.48% | 28 |
|
|
2016
Q3 | $116M | Buy |
1,399,835
+328,531
| +31% | +$26.3M | 0.67% | 20 |
|
|
2016
Q2 | $79.5M | Buy |
1,071,304
+953,224
| +807% | +$74.6M | 0.51% | 26 |
|
|
2016
Q1 | $9.03M | Sell |
118,080
-410,820
| -78% | -$29.8M | 0.05% | 423 |
|
|
2015
Q4 | $41M | Buy |
528,900
+399,462
| +309% | +$30.9M | 0.28% | 101 |
|
|
2015
Q3 | $9.02M | Sell |
129,438
-1,598,562
| -93% | -$114M | 0.07% | 370 |
|
|
2015
Q2 | $116M | Buy |
+1,728,000
| New | +$117M | 0.71% | 20 |
|
Other funds holding V
Dmitry Balyasny's V Position: Q2 2026 in Review
Dmitry Balyasny reduced its Visa (V) stake by 48% in Q2 2026, selling an estimated $87M and leaving 297,581 shares worth $102M. The position accounts for 0.13% of the portfolio, ranked #184.
Dmitry Balyasny first reported a position in V in Q2 2015 and has held it in 41 quarters since. The position peaked at $501M in Q3 2025. 4,548 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Dmitry Balyasny held 297,581 shares of Visa worth $102M as of Q2 2026.
- Dmitry Balyasny sold 270,932 Visa shares in Q2 2026, an estimated $87M.
- Visa made up 0.13% of Dmitry Balyasny's portfolio in Q2 2026, its #184 holding.
- Dmitry Balyasny first reported a position in Visa in Q2 2015 and has held it in 41 quarters since.
- Dmitry Balyasny's Visa position peaked at $501M in Q3 2025.
- 4,548 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.