DE BURLO GROUP INC V — VISA INC COM CL A

Ownership history in DE BURLO GROUP INC  ·  64 quarters on record

AI Ownership Summary

DE BURLO GROUP INC reported VISA INC COM CL A (V) in 64 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.8% in 2023 Q4. The latest visible filing shows V at 1.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DE BURLO GROUP INC's position in VISA INC COM CL A, 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 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.8% in 2023 Q4

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 DE BURLO GROUP INC fund profile DE BURLO GROUP INC full holdings
How DE BURLO GROUP INC 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 — — — 23,568 -80 -0.3% 1.00% $8.3M 2026-02-14 (Est.) $314.08
2025 Q3 ADDED — — — 23,648 +321 +1.4% 0.97% $8.1M 2025-11-13 $335.39
2025 Q2 REDUCED — — — 23,327 -495 -2.1% 1.09% $8.3M 2025-08-13 $341.17
2025 Q1 REDUCED — — — 23,822 -115 -0.5% 1.23% $8.3M 2025-05-07 $347.25
2024 Q4 REDUCED — — — 23,937 -1,175 -4.7% 1.01% $7.6M 2025-02-14 $351.18
2024 Q3 REDUCED 78.2% +14.9% ❌ 25,112 -90,088 -78.2% 0.85% $6.9M 2024-11-12 $307.03
2024 Q2 REDUCED — — — 115,200 -1,300 -1.1% 4.06% $30.2M 2024-08-14 $258.27
2024 Q1 REDUCED — — — 116,500 -3,585 -3.0% 4.32% $32.5M 2024-05-13 $275.26
2023 Q4 UNCHANGED — — — 120,085 — 0% 4.80% $27.6M 2024-02-13 $271.73
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 17.4% Katamaran Capital LLP 11.08% 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% Cryder Capital Partners LLP 3Y 7Y 7.82% HENDLEY & CO INC 3Y 7Y 7.66%

FAQ About DE BURLO GROUP INC and V

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

How long has DE BURLO GROUP INC reported owning V?

DE BURLO GROUP INC reported V across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in DE BURLO GROUP INC's portfolio?

The largest reported portfolio weight for V was 4.80% in 2023 Q4.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when DE BURLO GROUP INC reported 23,568 shares, equal to 1.00% of portfolio, with an estimated market value of $8.3M.

What does the chart on this V ownership page compare?

The chart compares DE BURLO GROUP INC'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 DE BURLO GROUP INC time their V position?

Based on 13F filing dates vs. subsequent V price moves, DE BURLO GROUP INC correctly timed 33 out of 57 reported position changes (58%). The annualised alpha on V relative to SPY over the holding period was +4.5%.

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