Zweig-DiMenna Associates LLC V — VISA INC CLASS A COM STK COMMON STOCK

Ownership history in Zweig-DiMenna Associates LLC  ·  60 quarters on record

AI Ownership Summary

Zweig-DiMenna Associates LLC reported VISA INC CLASS A COM STK COMMON STOCK (V) in 60 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.79% in 2026 Q1. The latest visible filing shows V at 2.40% 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 Zweig-DiMenna Associates LLC's position in VISA INC CLASS A COM STK COMMON STOCK, 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 Q2

V was reported at 2.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.79% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Zweig-DiMenna Associates LLC fund profile Zweig-DiMenna Associates LLC full holdings
How Zweig-DiMenna Associates LLC 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 Q2 ADDED — — — 77,150 +10,450 +15.7% 2.40% $26.5M 2026-08-13 $365.45
2026 Q1 ADDED — — — 66,700 +11,303 +20.4% 2.79% $20.2M 2026-05-05 $320.77
2025 Q4 ADDED — — — 55,397 +13,600 +32.5% 1.21% $19.4M 2026-02-10 $326.88
2025 Q3 REDUCED 13.1% +4.1% ❌ 41,797 -6,300 -13.1% 1.00% $14.3M 2025-11-07 $333.35
2025 Q2 ADDED — — — 48,097 +3,000 +6.7% 1.62% $17.1M 2025-08-05 $334.16
2025 Q1 ADDED — — — 45,097 +2,867 +6.8% 2.50% $15.8M 2025-05-07 $345.89
2024 Q4 REDUCED 10.6% +11.1% ❌ 42,230 -5,000 -10.6% 1.00% $13.3M 2025-01-21 $319.43
2024 Q3 ADDED — — — 47,230 +100 +0.2% 1.31% $13.0M 2024-10-23 $279.55
2024 Q2 REDUCED 18.5% +5.0% ❌ 47,130 -10,667 -18.5% 1.39% $12.4M 2024-07-24 $249.89
2024 Q1 REDUCED — — — 57,797 -393 -0.7% 1.41% $16.1M 2024-04-29 $266.77
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q2 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 52.39% Alfreton Capital LLP 3Y 28.92% Blacksheep Fund Management Ltd 3Y 20.67% TCI Fund Management Ltd 3Y 7Y 19.83% Hingham Institution for Savings 16.9% Troy Asset Management Ltd 3Y 7Y 15.62% Egerton Capital (UK) LLP 3Y 7Y 14.13% ValueAct Holdings, L.P. 3Y 7Y 14.1% Triveni Capital Investments LP 13.66% Venator Management LLC 3Y 11.96%

FAQ About Zweig-DiMenna Associates LLC and V

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

How long has Zweig-DiMenna Associates LLC reported owning V?

Zweig-DiMenna Associates LLC reported V across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported V position in Zweig-DiMenna Associates LLC's portfolio?

The largest reported portfolio weight for V was 2.79% in 2026 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q2, when Zweig-DiMenna Associates LLC reported 77,150 shares, equal to 2.40% of portfolio, with an estimated market value of $26.5M.

What does the chart on this V ownership page compare?

The chart compares Zweig-DiMenna Associates LLC'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 Zweig-DiMenna Associates LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, Zweig-DiMenna Associates LLC correctly timed 31 out of 59 reported position changes (53%). The annualised alpha on V relative to SPY over the holding period was +31.5%.

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