&PARTNERS V — VISA INC

Ownership history in &PARTNERS  ·  29 quarters on record

AI Ownership Summary

&PARTNERS reported VISA INC (V) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.7% in 2025 Q2. The latest visible filing shows V at 0.68% 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 &PARTNERS's position in VISA INC, 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 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2025 Q2

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 &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS 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 — — — 371,589 +81,522 +28.1% 0.68% $130.3M 2026-02-14 (Est.) $314.08
2025 Q3 ADDED — — — 290,067 +33,304 +13.0% 0.63% $99.1M 2025-11-14 $329.34
2025 Q2 ADDED — — — 256,763 +85,534 +50.0% 0.70% $91.2M 2025-08-14 $344.10
2025 Q1 ADDED — — — 171,229 +55,668 +48.2% 0.62% $58.7M 2025-05-15 $360.21
2024 Q4 ADDED — — — 115,561 +45,720 +65.5% 0.44% $36.4M 2025-02-14 $351.18
2024 Q3 ADDED — — — 69,841 +39,488 +130.1% 0.37% $19.2M 2024-11-14 $305.45
2024 Q2 ADDED — — — 30,353 +14,933 +96.8% 0.35% $8.0M 2024-07-24 $250.88
2024 Q1 ADDED — — — 15,420 +4,622 +42.8% 0.59% $4.3M 2024-04-11 $271.61
2023 Q4 ADDED — — — 10,798 +3,612 +50.3% 0.68% $2.8M 2024-01-09 $258.96
20 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% Troy Asset Management Ltd 3Y 7Y 14.71% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Katamaran Capital LLP 11.08% Mayar Capital Ltd. 3Y 10.68% TRB Advisors LP 3Y 7Y 10.36% 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%

FAQ About &PARTNERS and V

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

How long has &PARTNERS reported owning V?

&PARTNERS reported V across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in &PARTNERS's portfolio?

The largest reported portfolio weight for V was 0.70% in 2025 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 371,589 shares, equal to 0.68% of portfolio, with an estimated market value of $130.3M.

What does the chart on this V ownership page compare?

The chart compares &PARTNERS'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 &PARTNERS time their V position?

Based on 13F filing dates vs. subsequent V price moves, &PARTNERS correctly timed 11 out of 28 reported position changes (39%). The annualised alpha on V relative to SPY over the holding period was -2.4%.

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