Fremen 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
$8.65M Buy
25,224
+1,203
+5% +$386K 7.59% 7
2026
Q1
$7.26M Sell
24,021
-9,832
-29% -$3.16M 6.21% 10
2025
Q4
$11.9M Buy
+33,853
New +$11.5M 9.71% 4

Other funds holding V

Fremen Capital Management's V Position: Q2 2026 in Review

Fremen Capital Management increased its Visa (V) stake by 5% in Q2 2026, buying an estimated $386K and bringing the position to 25,224 shares worth $8.65M. The position accounts for 7.59% of the portfolio, ranked #7.

Fremen Capital Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.9M in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fremen Capital Management held 25,224 shares of Visa worth $8.65M as of Q2 2026.
  • Fremen Capital Management bought 1,203 Visa shares in Q2 2026, an estimated $386K.
  • Visa made up 7.59% of Fremen Capital Management's portfolio in Q2 2026, its #7 holding.
  • Fremen Capital Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Fremen Capital Management's Visa position peaked at $11.9M in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fremen Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.