Bey-Douglas LLC V — VISA INC

Ownership history in Bey-Douglas LLC  ·  9 quarters on record

AI Ownership Summary

Bey-Douglas LLC reported VISA INC (V) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.35% in 2025 Q1. The latest visible filing shows V at 5.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bey-Douglas LLC's position in VISA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

V was reported at 5.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.35% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page Bey-Douglas LLC fund profile Bey-Douglas LLC full holdings
How Bey-Douglas LLC held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 20,715 -56 -0.3% 5.82% $7.3M 2026-02-14 (Est.) $314.08
2025 Q3 REDUCED 25.5% +4.1% ❌ 20,771 -7,125 -25.5% 5.27% $7.1M 2025-10-30 $343.64
2025 Q2 ADDED — — — 27,896 +8,029 +40.4% 5.92% $9.9M 2025-07-24 $351.92
2025 Q1 REDUCED — — — 19,867 -190 -0.9% 6.35% $7.0M 2025-05-15 $360.21
2024 Q4 REDUCED — — — 20,057 -145 -0.7% 5.46% $6.3M 2025-01-30 $339.93
2024 Q3 REDUCED — — — 20,202 -103 -0.5% 4.87% $5.6M 2024-11-12 $307.03
2024 Q2 ADDED — — — 20,305 +236 +1.2% 5.04% $5.5M 2024-07-19 $262.02
2024 Q1 REDUCED — — — 20,069 -277 -1.4% 5.36% $5.6M 2024-05-07 $272.37
2023 Q4 INITIATED — — — 20,346 — — 5.43% $5.3M 2024-02-08 $271.70

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 17.4% Katamaran Capital LLP 11.08% Mayar Capital Ltd. 3Y 10.68% TRB Advisors LP 3Y 7Y 10.36% HughesLittle Investment Management Ltd. 9.9% Luma Capital S.A. - SPF 9.89% MFF Capital Investments Ltd 9.84% Crown Oak Advisors, LLC 9.83% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.25% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 8.96%

FAQ About Bey-Douglas LLC and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bey-Douglas LLC reported owning V?

Bey-Douglas LLC reported V across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in Bey-Douglas LLC's portfolio?

The largest reported portfolio weight for V was 6.35% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when Bey-Douglas LLC reported 20,715 shares, equal to 5.82% of portfolio, with an estimated market value of $7.3M.

What does the chart on this V ownership page compare?

The chart compares Bey-Douglas LLC's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bey-Douglas LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, Bey-Douglas LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on V relative to SPY over the holding period was -9.1%.

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