FCM
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Farallon Capital Management’s Visa V Stock Holding History

Farallon 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
Q1 		$254M Buy
840,710
+144,800
+21% +$46.6M 1.45% 24
2025
Q4 		$244M Buy
695,910
+96,100
+16% +$32.7M 1.11% 33
2025
Q3 		$205M Buy
599,810
+291,000
+94% +$101M 0.84% 37
2025
Q2 		$110M Sell
308,810
-165,400
-35% -$57.7M 0.46% 43
2025
Q1 		$166M Sell
474,210
-75,300
-14% -$25.5M 0.8% 40
2024
Q4 		$174M Sell
549,510
-202,500
-27% -$60.9M 0.76% 44
2024
Q3 		$207M Sell
752,010
-69,876
-9% -$18.9M 0.91% 38
2024
Q2 		$216M Buy
821,886
+141,036
+21% +$38.7M 0.93% 31
2024
Q1 		$190M Sell
680,850
-117,260
-15% -$32.4M 0.81% 35
2023
Q4 		$208M Buy
798,110
+36,700
+5% +$9.05M 0.95% 32
2023
Q3 		$175M Sell
761,410
-277,900
-27% -$66.8M 0.82% 35
2023
Q2 		$247M Buy
1,039,310
+29,900
+3% +$6.84M 1.24% 30
2023
Q1 		$228M Sell
1,009,410
-239,600
-19% -$53.3M 1.24% 33
2022
Q4 		$259M Sell
1,249,010
-263,200
-17% -$53.1M 1.53% 26
2022
Q3 		$269M Buy
1,512,210
+49,400
+3% +$10.1M 1.48% 24
2022
Q2 		$288M Buy
1,462,810
+170,957
+13% +$35.3M 1.56% 23
2022
Q1 		$286M Sell
1,291,853
-122,751
-9% -$26.5M 1.38% 26
2021
Q4 		$307M Buy
1,414,604
+171,100
+14% +$36.7M 1.53% 25
2021
Q3 		$277M Sell
1,243,504
-5,900
-0.5% -$1.38M 1.29% 30
2021
Q2 		$292M Sell
1,249,404
-59,425
-5% -$13.6M 1.19% 29
2021
Q1 		$277M Sell
1,308,829
-919,275
-41% -$194M 1.38% 30
2020
Q4 		$487M Buy
2,228,104
+511,400
+30% +$105M 2.93% 6
2020
Q3 		$343M Sell
1,716,704
-82,669
-5% -$16.5M 2.37% 12
2020
Q2 		$348M Buy
1,799,373
+36,105
+2% +$6.6M 2.78% 9
2020
Q1 		$284M Buy
1,763,268
+240,808
+16% +$45.4M 2.44% 14
2019
Q4 		$286M Buy
1,522,460
+227,203
+18% +$40.9M 1.93% 14
2019
Q3 		$223M Buy
1,295,257
+107,478
+9% +$19.1M 1.68% 18
2019
Q2 		$206M Sell
1,187,779
-422,900
-26% -$69.2M 1.34% 17
2019
Q1 		$252M Sell
1,610,679
-709,047
-31% -$102M 1.89% 14
2018
Q4 		$306M Buy
2,319,726
+346,535
+18% +$47.9M 2.24% 12
2018
Q3 		$296M Sell
1,973,191
-808,230
-29% -$115M 1.75% 13
2018
Q2 		$368M Sell
2,781,421
-4,492
-0.2% -$578K 2.28% 13
2018
Q1 		$333M Buy
2,785,913
+113,915
+4% +$13.8M 2.31% 12
2017
Q4 		$305M Buy
2,671,998
+308,330
+13% +$34.1M 2.47% 10
2017
Q3 		$249M Sell
2,363,668
-460,837
-16% -$46.7M 2.21% 12
2017
Q2 		$265M Sell
2,824,505
-102,723
-4% -$9.53M 2.75% 12
2017
Q1 		$260M Buy
2,927,228
+282,177
+11% +$24.3M 2.85% 11
2016
Q4 		$206M Buy
+2,645,051
New +$213M 2.38% 10
2013
Q4 		– Sell
-1,420,000
Closed -$67.8M – 84
2013
Q3 		$67.8M Sell
1,420,000
-820,000
-37% -$37.9M 1.39% 27
2013
Q2 		$102M Buy
+2,240,000
New +$98M 1.96% 24

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

Farallon Capital Management's V Position: Q1 2026 in Review

Farallon Capital Management increased its Visa (V) stake by 21% in Q1 2026, buying an estimated $46.6M and bringing the position to 840,710 shares worth $254M. The position accounts for 1.45% of the portfolio, ranked #24.

Farallon Capital Management first reported a position in V in Q2 2013 and has held it in 40 quarters since. The position peaked at $487M in Q4 2020. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Farallon Capital Management held 840,710 shares of Visa worth $254M as of Q1 2026.
  • Farallon Capital Management bought 144,800 Visa shares in Q1 2026, an estimated $46.6M.
  • Visa made up 1.45% of Farallon Capital Management's portfolio in Q1 2026, its #24 holding.
  • Farallon Capital Management first reported a position in Visa in Q2 2013 and has held it in 40 quarters since.
  • Farallon Capital Management's Visa position peaked at $487M in Q4 2020.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Farallon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.