KA
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Kerrisdale Advisers’s Visa V Stock Holding History

Kerrisdale Advisers’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 		$15.1M Buy
50,031
+10,559
+27% +$3.4M 5.76% 1
2025
Q4 		$13.8M Sell
39,472
-192
-0.5% -$65.4K 6.52% 4
2025
Q3 		$13.5M Buy
39,664
+12,280
+45% +$4.25M 7.02% 1
2025
Q2 		$9.72M Sell
27,384
-17,665
-39% -$6.16M 5.07% 4
2025
Q1 		$15.8M Sell
45,049
-7,381
-14% -$2.5M 6.61% 2
2024
Q4 		$16.6M Sell
52,430
-13,280
-20% -$3.99M 5.6% 3
2024
Q3 		$18.1M Sell
65,710
-11,849
-15% -$3.2M 6.14% 2
2024
Q2 		$20.4M Sell
77,559
-3,635
-4% -$996K 6.37% 2
2024
Q1 		$22.7M Sell
81,194
-1,300
-2% -$359K 7.12% 1
2023
Q4 		$21.5M Buy
82,494
+1,255
+2% +$309K 6.4% 1
2023
Q3 		$18.7M Buy
81,239
+4,204
+5% +$1.01M 5.92% 2
2023
Q2 		$18.3M Buy
77,035
+18,176
+31% +$4.16M 4.93% 4
2023
Q1 		$13.3M Buy
58,859
+15,337
+35% +$3.41M 3.93% 6
2022
Q4 		$9.04M Buy
43,522
+4,800
+12% +$968K 2.68% 11
2022
Q3 		$6.88M Buy
38,722
+14,250
+58% +$2.9M 1.67% 18
2022
Q2 		$4.82M Buy
+24,472
New +$5.06M 1.52% 22
2021
Q3 		– Sell
-21,150
Closed -$4.95M – 64
2021
Q2 		$4.95M Hold
21,150
– – 0.44% 39
2021
Q1 		$4.48M Hold
21,150
– – 0.34% 40
2020
Q4 		$4.63M Hold
21,150
– – 0.36% 51
2020
Q3 		$4.23M Hold
21,150
– – 0.32% 52
2020
Q2 		$4.09M Buy
+21,150
New +$3.86M 0.46% 42

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

Kerrisdale Advisers's V Position: Q1 2026 in Review

Kerrisdale Advisers increased its Visa (V) stake by 27% in Q1 2026, buying an estimated $3.4M and bringing the position to 50,031 shares worth $15.1M. The position accounts for 5.76% of the portfolio, ranked #1.

Kerrisdale Advisers first reported a position in V in Q2 2020 and has held it in 21 quarters since. The position peaked at $22.7M in Q1 2024. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Kerrisdale Advisers held 50,031 shares of Visa worth $15.1M as of Q1 2026.
  • Kerrisdale Advisers bought 10,559 Visa shares in Q1 2026, an estimated $3.4M.
  • Visa made up 5.76% of Kerrisdale Advisers's portfolio in Q1 2026, its #1 holding.
  • Kerrisdale Advisers first reported a position in Visa in Q2 2020 and has held it in 21 quarters since.
  • Kerrisdale Advisers's Visa position peaked at $22.7M in Q1 2024.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Kerrisdale Advisers's 13F filing for Q1 2026, filed 15 May 2026.