LCI
V icon

L1 Capital International’s Visa V Stock Holding History

L1 Capital International’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 		$110M Sell
319,699
-10,657
-3% -$3.42M 6.42% 5
2026
Q1 		$99.8M Buy
330,356
+10,672
+3% +$3.43M 5.95% 6
2025
Q4 		$112M Buy
319,684
+249,921
+358% +$85.1M 5.8% 6
2025
Q3 		$23.8M Buy
69,763
+1,311
+2% +$454K 4.97% 8
2025
Q2 		$23.1M Buy
68,452
+423
+0.6% +$147K 5.66% 9
2025
Q1 		$23.8M Buy
68,029
+1,973
+3% +$668K 6.56% 5
2024
Q4 		$20.9M Buy
66,056
+3,685
+6% +$1.11M 6.41% 8
2024
Q3 		$17.3M Buy
62,371
+21,478
+53% +$5.81M 5.54% 10
2024
Q2 		$10.8M Buy
40,893
+2,481
+6% +$680K 4.31% 13
2024
Q1 		$10.7M Buy
38,412
+1,022
+3% +$282K 4.76% 11
2023
Q4 		$9.73M Buy
+37,390
New +$9.22M 5.11% 10

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

L1 Capital International's V Position: Q2 2026 in Review

L1 Capital International reduced its Visa (V) stake by 3.2% in Q2 2026, selling an estimated $3.42M and leaving 319,699 shares worth $110M. The position accounts for 6.42% of the portfolio, ranked #5.

L1 Capital International first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $112M in Q4 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • L1 Capital International held 319,699 shares of Visa worth $110M as of Q2 2026.
  • L1 Capital International sold 10,657 Visa shares in Q2 2026, an estimated $3.42M.
  • Visa made up 6.42% of L1 Capital International's portfolio in Q2 2026, its #5 holding.
  • L1 Capital International first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • L1 Capital International's Visa position peaked at $112M in Q4 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on L1 Capital International's 13F filing for Q2 2026, filed 13 Aug 2026.