Ownership history in DSC Advisors, L.P. Β· 31 quarters on record
This page tracks every 13F SEC filing in which DSC Advisors, L.P. reported a position in VISA INC (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π DSC Advisors, L.P. outperformed the S&P 500 by +2.4% annually on this V position. Timing score: 53% (16/30 decisions correct). Average cost basis: $141.91. Maximum drawdown during holding period: β23.4%.
β
Outperformed SPY on this position by 2.4% ann.
30 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
16 of 30 add/trim decisions correct
Best entry: $83.47 (2017 Q1) Β· Worst: $274.96 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 12 trims. Bought during 5 of 10 down-price quarters. π More buys than sells across the holding period.
π DSC Advisors, L.P. has been actively increasing its V allocation β a bullish signal from insiders.
Currently 3.57% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size