Mayar Capital Ltd. V — VISA INC-CLASS A SHARES

Ownership history in Mayar Capital Ltd.  ·  20 quarters on record

AI Ownership Summary

Mayar Capital Ltd. reported VISA INC-CLASS A SHARES (V) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.66% in 2024 Q4. The latest visible filing shows V at 6.08% 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 Mayar Capital Ltd.'s position in VISA INC-CLASS A SHARES, 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 6.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.66% in 2024 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 Mayar Capital Ltd. fund profile Mayar Capital Ltd. full holdings
How Mayar Capital Ltd. 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 ADDED — — — 12,760 +9,880 +343.1% 6.08% $4.5M 2026-02-14 (Est.) $314.08
2025 Q3 UNCHANGED — — — 2,880 — 0% 1.54% $983K 2025-11-14 $329.34
2025 Q2 REDUCED 50.2% -4.0% ✅ 2,880 -2,900 -50.2% 1.88% $1.0M 2025-08-15 $343.08
2025 Q1 REDUCED 81.1% +1.5% ❌ 5,780 -24,800 -81.1% 3.59% $2.0M 2025-05-02 $345.02
2024 Q4 REDUCED 11.9% +11.1% ❌ 30,580 -4,124 -11.9% 12.66% $9.7M 2025-02-07 $344.85
2024 Q3 REDUCED — — — 34,704 -1,500 -4.1% 9.28% $9.5M 2024-11-05 $290.07
2024 Q2 REDUCED — — — 36,204 -809 -2.2% 8.83% $9.5M 2024-07-17 $269.17
2024 Q1 REDUCED 13.6% -5.5% ✅ 37,013 -5,813 -13.6% 8.83% $10.3M 2024-05-03 $264.52
2023 Q4 UNCHANGED — — — 42,826 — 0% 9.06% $11.1M 2024-02-08 $271.70
11 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% 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% HENDLEY & CO INC 3Y 7Y 7.66% Local Pensions Partnership Investment Ltd 7.61% Clio Asset Management LLC 7.49%

FAQ About Mayar Capital Ltd. and V

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

How long has Mayar Capital Ltd. reported owning V?

Mayar Capital Ltd. reported V across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in Mayar Capital Ltd.'s portfolio?

The largest reported portfolio weight for V was 12.66% in 2024 Q4.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when Mayar Capital Ltd. reported 12,760 shares, equal to 6.08% of portfolio, with an estimated market value of $4.5M.

What does the chart on this V ownership page compare?

The chart compares Mayar Capital Ltd.'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 Mayar Capital Ltd. time their V position?

Based on 13F filing dates vs. subsequent V price moves, Mayar Capital Ltd. correctly timed 7 out of 16 reported position changes (44%). The annualised alpha on V relative to SPY over the holding period was -4.3%.

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