PCM
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Palestra Capital Management’s Visa V Stock Holding History

Palestra 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 		$227M Buy
751,525
+275,083
+58% +$88.5M 8.86% 2
2025
Q4 		$167M Buy
476,442
+168,164
+55% +$57.3M 5.91% 4
2025
Q3 		$105M Hold
308,278
– – 3.39% 18
2025
Q2 		$109M Sell
308,278
-11,756
-4% -$4.1M 3.18% 15
2025
Q1 		$112M Sell
320,034
-23,019
-7% -$7.79M 4.42% 13
2024
Q4 		$108M Sell
343,053
-114,196
-25% -$34.3M 2.97% 17
2024
Q3 		$126M Buy
457,249
+46,829
+11% +$12.7M 4.15% 8
2024
Q2 		$108M Buy
410,420
+32,542
+9% +$8.92M 4.25% 10
2024
Q1 		$105M Sell
377,878
-36,961
-9% -$10.2M 3.93% 12
2023
Q4 		$108M Sell
414,839
-30,543
-7% -$7.53M 5.36% 7
2023
Q3 		$102M Buy
445,382
+31,611
+8% +$7.6M 5.41% 8
2023
Q2 		$98.3M Sell
413,771
-84,725
-17% -$19.4M 4.85% 7
2023
Q1 		$112M Sell
498,496
-231,775
-32% -$51.6M 6.04% 5
2022
Q4 		$152M Sell
730,271
-111,634
-13% -$22.5M 8.33% 3
2022
Q3 		$150M Buy
841,905
+441,905
+110% +$89.9M 7.04% 5
2022
Q2 		$78.8M Buy
+400,000
New +$82.7M 3.72% 13
2019
Q3 		– Sell
-534,833
Closed -$92.8M – 28
2019
Q2 		$92.8M Sell
534,833
-194,645
-27% -$31.9M 2.7% 22
2019
Q1 		$114M Buy
+729,478
New +$105M 3.73% 13
2017
Q3 		– Sell
-755,000
Closed -$70.8M – 27
2017
Q2 		$70.8M Sell
755,000
-90,000
-11% -$8.35M 5.44% 7
2017
Q1 		$75.1M Buy
+845,000
New +$72.7M 5.69% 4
2013
Q4 		– Sell
-234,000
Closed -$11.2M – 38
2013
Q3 		$11.2M Buy
234,000
+29,600
+14% +$1.37M 3.03% 20
2013
Q2 		$9.34M Buy
+204,400
New +$8.94M 3.87% 14

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

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

Palestra Capital Management increased its Visa (V) stake by 58% in Q1 2026, buying an estimated $88.5M and bringing the position to 751,525 shares worth $227M. The position accounts for 8.86% of the portfolio, ranked #2.

Palestra Capital Management first reported a position in V in Q2 2013 and has held it in 22 quarters since. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Palestra Capital Management held 751,525 shares of Visa worth $227M as of Q1 2026.
  • Palestra Capital Management bought 275,083 Visa shares in Q1 2026, an estimated $88.5M.
  • Visa made up 8.86% of Palestra Capital Management's portfolio in Q1 2026, its #2 holding.
  • Palestra Capital Management first reported a position in Visa in Q2 2013 and has held it in 22 quarters since.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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