Triple Frond Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-358,393
| Closed | -$113M | – | 12 |
|
|
2024
Q4 | $113M | Sell |
358,393
-44,576
| -11% | -$13.4M | 14.66% | 4 |
|
|
2024
Q3 | $111M | Buy |
402,969
+183,640
| +84% | +$49.6M | 14.34% | 4 |
|
|
2024
Q2 | $57.6M | Sell |
219,329
-82,838
| -27% | -$22.7M | 6.75% | 7 |
|
|
2024
Q1 | $84.3M | Sell |
302,167
-64,470
| -18% | -$17.8M | 9.6% | 6 |
|
|
2023
Q4 | $95.5M | Sell |
366,637
-32,845
| -8% | -$8.1M | 11.35% | 4 |
|
|
2023
Q3 | $91.9M | Hold |
399,482
| – | – | 11.66% | 4 |
|
|
2023
Q2 | $94.9M | Hold |
399,482
| – | – | 12.23% | 4 |
|
|
2023
Q1 | $90.1M | Sell |
399,482
-67,294
| -14% | -$15M | 13.14% | 3 |
|
|
2022
Q4 | $97M | Hold |
466,776
| – | – | 16.04% | 2 |
|
|
2022
Q3 | $82.9M | Sell |
466,776
-16,931
| -4% | -$3.45M | 14.6% | 2 |
|
|
2022
Q2 | $95.2M | Sell |
483,707
-71,276
| -13% | -$14.7M | 14.56% | 3 |
|
|
2022
Q1 | $123M | Hold |
554,983
| – | – | 15.24% | 3 |
|
|
2021
Q4 | $120M | Buy |
554,983
+100,483
| +22% | +$21.6M | 13.55% | 3 |
|
|
2021
Q3 | $101M | Hold |
454,500
| – | – | 11.04% | 3 |
|
|
2021
Q2 | $106M | Hold |
454,500
| – | – | 11.53% | 4 |
|
|
2021
Q1 | $96.2M | Sell |
454,500
-143,500
| -24% | -$30.2M | 11.93% | 4 |
|
|
2020
Q4 | $131M | Sell |
598,000
-52,000
| -8% | -$10.6M | 15.95% | 2 |
|
|
2020
Q3 | $130M | Hold |
650,000
| – | – | 11.03% | 4 |
|
|
2020
Q2 | $126M | Hold |
650,000
| – | – | 12.1% | 4 |
|
|
2020
Q1 | $105M | Buy |
650,000
+100,000
| +18% | +$18.8M | 11.67% | 4 |
|
|
2019
Q4 | $103M | Sell |
550,000
-57,300
| -9% | -$10.3M | 8.89% | 5 |
|
|
2019
Q3 | $104M | Hold |
607,300
| – | – | 10.01% | 5 |
|
|
2019
Q2 | $105M | Hold |
607,300
| – | – | 10.66% | 4 |
|
|
2019
Q1 | $94.9M | Buy |
607,300
+37,300
| +7% | +$5.38M | 10.96% | 5 |
|
|
2018
Q4 | $75.2M | Buy |
570,000
+70,000
| +14% | +$9.67M | 9.2% | 5 |
|
|
2018
Q3 | $75M | Hold |
500,000
| – | – | 7.8% | 7 |
|
|
2018
Q2 | $66.2M | Hold |
500,000
| – | – | 6.99% | 8 |
|
|
2018
Q1 | $59.8M | Hold |
500,000
| – | – | 6.72% | 8 |
|
|
2017
Q4 | $57M | Hold |
500,000
| – | – | 6.46% | 7 |
|
|
2017
Q3 | $52.6M | Hold |
500,000
| – | – | 6.38% | 7 |
|
|
2017
Q2 | $46.9M | Hold |
500,000
| – | – | 6.15% | 7 |
|
|
2017
Q1 | $44.4M | Hold |
500,000
| – | – | 5.91% | 7 |
|
|
2016
Q4 | $39M | Sell |
500,000
-192,400
| -28% | -$15.5M | 5.79% | 7 |
|
|
2016
Q3 | $57.3M | Sell |
692,400
-7,600
| -1% | -$608K | 8.16% | 7 |
|
|
2016
Q2 | $51.9M | Hold |
700,000
| – | – | 8.35% | 8 |
|
|
2016
Q1 | $53.5M | Buy |
+700,000
| New | +$50.9M | 8.72% | 8 |
|
Other funds holding V
Triple Frond Partners's V Position: Q1 2025 in Review
Triple Frond Partners sold out of Visa (V) in Q1 2025, closing a stake of 358,393 shares — an estimated $113M sold.
Triple Frond Partners first reported a position in V in Q1 2016 and held it in 36 quarters. The position peaked at $131M in Q4 2020. 4,284 funds tracked by Wall St. Rank hold V as of Q1 2025.
- Triple Frond Partners reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
- Triple Frond Partners sold 358,393 Visa shares in Q1 2025, an estimated $113M.
- Triple Frond Partners first reported a position in Visa in Q1 2016 and held it in 36 quarters.
- Triple Frond Partners's Visa position peaked at $131M in Q4 2020.
- 4,284 funds tracked by Wall St. Rank held Visa as of Q1 2025.
Based on Triple Frond Partners's 13F filing for Q1 2025, filed 14 May 2025.