SurgoCap Partners’s Visa V Stock Holding History

SurgoCap Partners’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	$194M	Buy	564,207 +275,840	+96%	+$88.6M	6.26%	9
2026 Q1	$87.2M	Buy	+288,367	New	+$92.7M	2.91%	11

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

SurgoCap Partners's V Position: Q2 2026 in Review

SurgoCap Partners increased its Visa (V) stake by 96% in Q2 2026, buying an estimated $88.6M and bringing the position to 564,207 shares worth $194M. The position accounts for 6.26% of the portfolio, ranked #9.

SurgoCap Partners first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

SurgoCap Partners held 564,207 shares of Visa worth $194M as of Q2 2026.
SurgoCap Partners bought 275,840 Visa shares in Q2 2026, an estimated $88.6M.
Visa made up 6.26% of SurgoCap Partners's portfolio in Q2 2026, its #9 holding.
SurgoCap Partners first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SurgoCap Partners's 13F filing for Q2 2026, filed 14 Aug 2026.