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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Maytus Capital Management increased its Visa (V) stake by 38% in Q1 2026, buying an estimated $11.8M and bringing the position to 134,217 shares worth $40.6M. The position accounts for 7.22% of the portfolio, ranked #1.

Maytus Capital Management first reported a position in V in Q4 2018 and has held it in 14 quarters since. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Maytus Capital Management held 134,217 shares of Visa worth $40.6M as of Q1 2026.
Maytus Capital Management bought 36,717 Visa shares in Q1 2026, an estimated $11.8M.
Visa made up 7.22% of Maytus Capital Management's portfolio in Q1 2026, its #1 holding.
Maytus Capital Management first reported a position in Visa in Q4 2018 and has held it in 14 quarters since.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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