James Hambro & Partners LLP V — Visa Inc Com Stock US$0.0001

Ownership history in James Hambro & Partners LLP  ·  35 quarters on record

AI Ownership Summary

James Hambro & Partners LLP reported Visa Inc Com Stock US$0.0001 (V) in 35 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 6.88% in 2025 Q1. The latest visible filing shows V at 5.89% 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 James Hambro & Partners LLP's position in Visa Inc Com Stock US$0.0001, 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
2026 Q3

V was reported at 5.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.88% 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
2024 Q2 to 2026 Q3

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 James Hambro & Partners LLP fund profile James Hambro & Partners LLP full holdings
How James Hambro & Partners LLP 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 470,061 +1,002 +0.2% 5.89% $169.0M 2026-10-19 $402.92
2026 Q2 ADDED — — — 469,059 +15,103 +3.3% 5.81% $160.7M 2026-07-23 $350.95
2026 Q1 REDUCED — — — 453,956 -9,932 -2.1% 5.38% $137.2M 2026-04-22 $310.07
2025 Q4 REDUCED — — — 463,888 -373 -0.1% 5.82% $162.8M 2026-01-15 $325.79
2025 Q3 REDUCED — — — 464,261 -2,512 -0.5% 5.63% $158.4M 2025-10-15 $342.95
2025 Q2 REDUCED — — — 466,773 -3,918 -0.8% 6.55% $165.6M 2025-07-17 $346.42
2025 Q1 ADDED — — — 470,691 +2,094 +0.4% 6.88% $164.9M 2025-04-17 $325.88
2024 Q4 REDUCED — — — 468,597 -11,856 -2.5% 5.85% $148.2M 2025-01-22 $319.36
2024 Q3 ADDED — — — 480,453 +31,589 +7.0% 5.51% $132.0M 2024-10-21 $282.59
2024 Q2 ADDED — — — 448,864 +10,896 +2.5% 5.47% $117.7M 2024-07-16 $264.72
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q3 — sorted by position size

Hingham Institution for Savings 17.73% Egerton Capital (UK) LLP 3Y 7Y 14.93% Crown Oak Advisors, LLC 10.92% Clio Asset Management LLC 3Y 10.59% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 10.11% Luma Capital S.A. - SPF 10.03% Provident Investment Management, Inc. 3Y 7Y 7.6% Triad Investment Management 3Y 7Y 7.33% LDIC Inc. 7.09% Ninety One North America, Inc. 3Y 7Y 6.78%

FAQ About James Hambro & Partners LLP and V

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

How long has James Hambro & Partners LLP reported owning V?

James Hambro & Partners LLP reported V across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported V position in James Hambro & Partners LLP's portfolio?

The largest reported portfolio weight for V was 6.88% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q3, when James Hambro & Partners LLP reported 470,061 shares, equal to 5.89% of portfolio, with an estimated market value of $169.0M.

What does the chart on this V ownership page compare?

The chart compares James Hambro & Partners LLP'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 James Hambro & Partners LLP time their V position?

Based on 13F filing dates vs. subsequent V price moves, James Hambro & Partners LLP correctly timed 23 out of 34 reported position changes (68%). The annualised alpha on V relative to SPY over the holding period was +26.9%.

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