13F Portfolios

Anomaly Capital Management, LP — VISA INC V: Quarterly 13F Position History

Anomaly Capital Management, LP has reported VISA INC (V) on 21 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2021. As of Q1 2026, the position is sized at 245,196 shares ($74.1M market value, 4.49% of the equity book). Quarter-over-quarter share count change: + 245,196 (0.0%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 21 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 245,196 +245,196 $74.1M 4.49% $302.24
Q4 2025 0 0 $0 0.00%
Q3 2025 0 0 $0 0.00%
Q2 2025 0 0 $0 0.00%
Q1 2025 0 0 $0 0.00%
Q4 2024 0 0 $0 0.00%
Q3 2024 0 0 $0 0.00%
Q2 2024 0 0 $0 0.00%
Q1 2024 0 0 $0 0.00%
Q4 2023 0 0 $0 0.00%
Q3 2023 0 0 $0 0.00%
Q2 2023 0 0 $0 0.00%
Q1 2023 0 0 $0 0.00%
Q4 2022 0 0 $0 0.00%
Q3 2022 0 180,620 -100.0% $0 0.00%
Q2 2022 180,620 +180,620 $35.6M 1.91% $196.89
Q1 2022 0 0 $0 0.00%
Q4 2021 0 0 $0 0.00%
Q3 2021 0 72,410 -100.0% $0 0.00%
Q2 2021 72,410 60,008 -45.3% $16.9M 1.07% $233.82
Q1 2021 132,418 $28.0M 2.74% $211.73

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Anomaly Capital Management, LP first disclose a V position in 13F-HR filings?

Anomaly Capital Management, LP first reported VISA INC (V) on its 13F-HR filing for the period ending 2021-03-31 (Q1 2021). The position has appeared on 21 reported quarters within Pactolio's tracked window.

What was Anomaly Capital Management, LP's most recent quarter-over-quarter share-count change in V?

Between Q4 2025 and Q1 2026, Anomaly Capital Management, LP added 245,196 shares of V (0.0%), bringing the total reported position to 245,196 shares at a market value of $74.1M.

Does the implied price-per-share represent Anomaly Capital Management, LP's cost basis in V?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.