V β€” VISA INC

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.

πŸ” Peak position
3.57% (2024 Q3)
πŸ“Š Avg. % of fund
0.64%
πŸ“… First filed
2017 Q1
πŸ“… Last filed
2024 Q3
⏱ Quarters held
31

Position Intelligence

DSC Advisors, L.P. Γ— V AI Analytics

πŸ“ˆ 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: –23.4%.

πŸ“ˆ Position Alpha vs SPY
+2.4%
annualised excess return

βœ… Outperformed SPY on this position by 2.4% ann.
30 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
16 of 30 add/trim decisions correct

πŸ’° Entry Quality
$141.91
+91.6% vs current ($271.93)

Best entry: $83.47 (2017 Q1)  Β·  Worst: $274.96 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–23.4%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
61%
buy-side decisions

19 adds Β· 12 trims. Bought during 5 of 10 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ DSC Advisors, L.P. has been actively increasing its V allocation β€” a bullish signal from insiders.
Currently 3.57% of portfolio

⚠ 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.

% of Fund (quarterly)    V price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 1,426 +4 +0.3% 3.57% $392K $271.93
2024 Q2 REDUCED 1,422 -69 -4.6% 1.25% $373K $259.07
2024 Q1 ADDED 1,491 +122 +8.9% 0.66% $416K $274.96
2023 Q4 ADDED 1,369 +87 +6.8% 0.59% $356K $256.02
2023 Q3 REDUCED 1,282 -8 -0.6% 0.38% $295K $225.71
2023 Q2 ADDED 1,290 +245 +23.4% 0.46% $306K $232.60
2023 Q1 REDUCED 1,045 -309 -22.8% 0.21% $236K $220.40
2022 Q4 REDUCED 1,354 -5,468 -80.2% 0.65% $281K $202.70
2022 Q3 ADDED 6,822 +2,627 +62.6% 1.25% $1.2M $172.94
2022 Q2 REDUCED 4,195 -960 -18.6% 0.83% $826K $191.33
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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