SGM
V icon

Skye Global Management’s Visa V Stock Holding History

Skye Global 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 		$287M Buy
950,000
+388,000
+69% +$125M 5.74% 3
2025
Q4 		$197M Sell
562,000
-262,000
-32% -$89.3M 3.64% 7
2025
Q3 		$281M Buy
824,000
+288,000
+54% +$99.7M 5.63% 4
2025
Q2 		$190M Buy
536,000
+244,000
+84% +$85M 3.31% 6
2025
Q1 		$102M Buy
292,000
+190,000
+186% +$64.3M 2.72% 11
2024
Q4 		$32.2M Sell
102,000
-2,000
-2% -$601K 0.67% 24
2024
Q3 		$28.6M Buy
104,000
+51,400
+98% +$13.9M 0.69% 18
2024
Q2 		$13.8M Buy
52,600
+14,800
+39% +$4.06M 0.31% 22
2024
Q1 		$10.5M Sell
37,800
-72,700
-66% -$20.1M 0.25% 21
2023
Q4 		$28.8M Buy
110,500
+57,900
+110% +$14.3M 0.82% 15
2023
Q3 		$12.1M Sell
52,600
-15,900
-23% -$3.82M 0.35% 16
2023
Q2 		$16.3M Sell
68,500
-111,500
-62% -$25.5M 0.45% 17
2023
Q1 		$40.6M Buy
+180,000
New +$40.1M 1.32% 10
2022
Q4 		– Sell
-1,294,500
Closed -$230M – 22
2022
Q3 		$230M Buy
1,294,500
+552,900
+75% +$113M 5.36% 4
2022
Q2 		$146M Buy
741,600
+439,600
+146% +$90.9M 3.16% 5
2022
Q1 		$67M Buy
+302,000
New +$65.3M 1.09% 10
2021
Q2 		– Sell
-49,500
Closed -$10.5M – 79
2021
Q1 		$10.5M Buy
+49,500
New +$10.4M 0.2% 31
2019
Q4 		– Sell
-21,400
Closed -$3.68M – 52
2019
Q3 		$3.68M Buy
+21,400
New +$3.81M 0.35% 17
2018
Q1 		– Sell
-4,000
Closed -$457K – 56
2017
Q4 		$457K Buy
+4,000
New +$442K 0.19% 36

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

Skye Global Management's V Position: Q1 2026 in Review

Skye Global Management increased its Visa (V) stake by 69% in Q1 2026, buying an estimated $125M and bringing the position to 950,000 shares worth $287M. The position accounts for 5.74% of the portfolio, ranked #3.

Skye Global Management first reported a position in V in Q4 2017 and has held it in 19 quarters since. 4,444 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Skye Global Management held 950,000 shares of Visa worth $287M as of Q1 2026.
  • Skye Global Management bought 388,000 Visa shares in Q1 2026, an estimated $125M.
  • Visa made up 5.74% of Skye Global Management's portfolio in Q1 2026, its #3 holding.
  • Skye Global Management first reported a position in Visa in Q4 2017 and has held it in 19 quarters since.
  • 4,444 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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