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Form 13F security

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V · VISA INC

Class COM CL A

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
TCI FUND MANAGEMENT LTD2026-06-30$10,462M19.8%SH 30,494,133—
Fisher Asset Management, LLC — Ken Fisher2026-06-30$2,624M0.8%SH 7,649,303—
VIKING GLOBAL INVESTORS LP2026-06-30$2,194M6.3%SH 6,393,604—
Dodge & Cox2026-06-30$1,859M1.0%SH 5,417,326—
PERSHING SQUARE INC.2026-06-30$1,122M5.8%SH 3,270,470—
ValueAct Holdings, L.P.2026-06-30$795M14.1%SH 2,316,250—
Fundsmith LLP2026-06-30$693M5.1%SH 2,019,810—
POLEN CAPITAL MANAGEMENT LLC2026-06-30$619M5.3%SH 1,805,617—
AKRE CAPITAL MANAGEMENT LLC2026-06-30$381M7.4%SH 1,110,881—
Markel Group Inc.2026-06-30$348M2.6%SH 1,013,912—
ALTAROCK PARTNERS LP2026-06-30$287M6.8%SH 836,470—
Point72 Asset Management, L.P.2026-06-30$279M0.3%SH 812,942—
TIGER GLOBAL MANAGEMENT LLC2026-06-30$274M1.1%SH 798,697—
MAVERICK CAPITAL LTD2026-06-30$258M2.3%SH 752,252—
HARRIS ASSOCIATES L P — Bill Nygren — Oakmark2026-06-30$244M0.3%SH 711,659—
BAUPOST GROUP LLC/MA — Seth Klarman2026-06-30$241M4.4%SH 701,355—
FUNDSMITH INVESTMENT SERVICES LTD.2026-06-30$233M5.2%SH 680,492—
Giverny Capital Inc.2026-06-30$134M4.5%SH 389,900—
LONE PINE CAPITAL LLC2026-06-30$57M0.3%SH 165,960—
WEDGEWOOD PARTNERS INC2026-06-30$31M6.3%SH 89,188—
GARDNER RUSSO & QUINN LLC2026-06-30$30M0.3%SH 87,256—
Cantillon Capital Management LLC2026-06-30$29M4.3%SH 83,643—
Bridgewater Associates, LP2026-06-30$28M0.1%SH 81,537—
GAMCO INVESTORS, INC. ET AL2026-06-30$13M0.1%SH 38,601—
Lindsell Train Ltd2026-06-30$3.6M0.1%SH 10,500—
HORIZON KINETICS ASSET MANAGEMENT LLC2026-06-30$1.6M<0.1%SH 4,666—
EAGLE CAPITAL MANAGEMENT LLC2026-06-30<$1M<0.1%SH 1,160—
YACKTMAN ASSET MANAGEMENT LP2026-06-30<$1M<0.1%SH 732—
Brave Warrior Advisors, LLC2026-06-30<$1M<0.1%SH 618—

Total $23,241M across 29 of 69 managers.

Put positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$44M<0.1%SH 129,700[PUT]

Total $44M across 1 of 69 managers.

Call positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$95M0.1%SH 276,200[CALL]

Total $95M across 1 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

HARRIS ASSOCIATES L P — Combined report.

WEDGEWOOD PARTNERS INC — Combined report.

Markel Group Inc. — Combined report.

AKRE CAPITAL MANAGEMENT LLC — Combined report.

Cantillon Capital Management LLC — Combined report.

ValueAct Holdings, L.P. — Combined report.

Giverny Capital Inc. — Amended: this view reflects the filer's restatement of 2026-08-26.

PERSHING SQUARE INC. — Combined report.

Filed rows (32) — as filed

The filer reports some securities in multiple rows; rows are shown as filed.

ManagerClassPut/callValue% of portfolioSH/PRN qtySource
TCI FUND MANAGEMENT LTDCOM CL A—$10,462M19.8%SH 30,494,1330001647251-26-000007
Fisher Asset Management, LLCCOM—$2,624M0.8%SH 7,649,3030000850529-26-000006
VIKING GLOBAL INVESTORS LPCOM CL A—$2,194M6.3%SH 6,393,6040001103804-26-000006
Dodge & CoxCOM CL A—$1,859M1.0%SH 5,417,3260001193125-26-349535
PERSHING SQUARE INC.COM CL A—$1,122M5.8%SH 3,270,4700001172661-26-003790
ValueAct Holdings, L.P.COM CL A—$795M14.1%SH 2,316,2500001418814-26-000003
Fundsmith LLPCOM CL A—$693M5.1%SH 2,019,8100001569205-26-000012
POLEN CAPITAL MANAGEMENT LLCCOM CL A—$619M5.3%SH 1,805,6170001172661-26-003035
AKRE CAPITAL MANAGEMENT LLCCOM CL A—$381M7.4%SH 1,110,8810001112520-26-000014
Markel Group Inc.COM CL A—$322M2.5%SH 937,7620001096343-26-000065
ALTAROCK PARTNERS LPCOMM—$287M6.8%SH 836,4700001104659-26-097527
Point72 Asset Management, L.P.COM CL A—$279M0.3%SH 812,9420000919574-26-005520
TIGER GLOBAL MANAGEMENT LLCCOM CL A—$274M1.1%SH 798,6970000919574-26-005427
MAVERICK CAPITAL LTDCOM CL A—$258M2.3%SH 752,2520000947871-26-000793
HARRIS ASSOCIATES L PCOM CL A—$244M0.3%SH 711,6590000813917-26-000042
BAUPOST GROUP LLC/MACOM CL A—$241M4.4%SH 701,3550001061768-26-000010
FUNDSMITH INVESTMENT SERVICES LTD.COM CL A—$233M5.2%SH 680,4920001868537-26-000007
Giverny Capital Inc.COM CL A—$134M4.5%SH 389,9000001641864-26-000010
Point72 Asset Management, L.P.COM CL A[CALL]$95M0.1%SH 276,2000000919574-26-005520
LONE PINE CAPITAL LLCCOM CL A—$57M0.3%SH 165,9600000919574-26-005485
Point72 Asset Management, L.P.COM CL A[PUT]$44M<0.1%SH 129,7000000919574-26-005520
WEDGEWOOD PARTNERS INCCOM CL A—$31M6.3%SH 89,1880000859804-26-000006
GARDNER RUSSO & QUINN LLCCOM—$30M0.3%SH 87,2560000860643-26-000005
Cantillon Capital Management LLCCOM CL A—$29M4.3%SH 83,6430001279936-26-000005
Bridgewater Associates, LPCOM CL A—$28M0.1%SH 81,5370001350694-26-000003
Markel Group Inc.COM CL A—$26M0.2%SH 76,1500001096343-26-000065
GAMCO INVESTORS, INC. ET ALEQUITY—$13M0.1%SH 38,6010001140361-26-032508
Lindsell Train LtdCOM CL A—$3.6M0.1%SH 10,5000001172661-26-002623
HORIZON KINETICS ASSET MANAGEMENT LLCCOM CL A—$1.6M<0.1%SH 4,6660001398344-26-014047
EAGLE CAPITAL MANAGEMENT LLCCOM CL A—<$1M<0.1%SH 1,1600001172661-26-003757
YACKTMAN ASSET MANAGEMENT LPCOM CL A—<$1M<0.1%SH 7320000905567-26-000003
Brave Warrior Advisors, LLCCOM CL A—<$1M<0.1%SH 6180001172661-26-003728
Latest filed quarter →

Quarter-to-quarter notes

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

Newly reported by Brave Warrior Advisors, LLC, PERSHING SQUARE INC., TIGER GLOBAL MANAGEMENT LLC.

No longer reported by COATUE MANAGEMENT LLC.

Changes appear only where the prior quarter's validated report exists.

Filing details

Giverny Capital Inc. — Superseded filing: 13F-HR filed 2026-08-14.