Maytus Capital Management’s Visa V Stock Holding History

Maytus 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 Q2	$25.1M	Sell	73,088 -61,129	-46%	-$19.6M	3.94%	6
2026 Q1	$40.6M	Buy	134,217 +36,717	+38%	+$11.8M	7.22%	1
2025 Q4	$34.2M	Buy	+97,500	New	+$33.2M	8.08%	1
2024 Q4	–	Sell	-17,000	Closed	-$4.67M	–	75
2024 Q3	$4.67M	Sell	17,000 -21,000	-55%	-$5.68M	1.64%	28
2024 Q2	$9.97M	Buy	+38,000	New	+$10.4M	3.56%	5
2023 Q4	–	Sell	-15,000	Closed	-$3.45M	–	69
2023 Q3	$3.45M	Sell	15,000 -38,000	-72%	-$9.13M	1.92%	22
2023 Q2	$12.6M	Buy	53,000 +25,000	+89%	+$5.72M	6.2%	1
2023 Q1	$6.31M	Buy	+28,000	New	+$6.23M	4.06%	4
2022 Q3	–	Sell	-25,000	Closed	-$4.92M	–	58
2022 Q2	$4.92M	Buy	25,000 +14,000	+127%	+$2.89M	1.35%	30
2022 Q1	$2.44M	Buy	+11,000	New	+$2.38M	0.6%	44
2020 Q4	–	Sell	-33,500	Closed	-$6.7M	–	50
2020 Q3	$6.7M	Buy	+33,500	New	+$6.69M	3.09%	13
2020 Q1	–	Sell	-30,000	Closed	-$5.64M	–	56
2019 Q4	$5.64M	Buy	+30,000	New	+$5.41M	2.79%	11
2019 Q3	–	Sell	-43,000	Closed	-$7.46M	–	72
2019 Q2	$7.46M	Sell	43,000 -4,500	-9%	-$737K	3.63%	3
2019 Q1	$7.42M	Sell	47,500 -17,500	-27%	-$2.52M	3.86%	2
2018 Q4	$8.58M	Buy	+65,000	New	+$8.98M	4.67%	1

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Maytus Capital Management reduced its Visa (V) stake by 46% in Q2 2026, selling an estimated $19.6M and leaving 73,088 shares worth $25.1M. The position accounts for 3.94% of the portfolio, ranked #6.

Maytus Capital Management first reported a position in V in Q4 2018 and has held it in 15 quarters since. The position peaked at $40.6M in Q1 2026. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

Maytus Capital Management held 73,088 shares of Visa worth $25.1M as of Q2 2026.
Maytus Capital Management sold 61,129 Visa shares in Q2 2026, an estimated $19.6M.
Visa made up 3.94% of Maytus Capital Management's portfolio in Q2 2026, its #6 holding.
Maytus Capital Management first reported a position in Visa in Q4 2018 and has held it in 15 quarters since.
Maytus Capital Management's Visa position peaked at $40.6M in Q1 2026.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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