Anomaly Capital Management, LP: VISA INC-CLASS A SHRS (V): Quarterly 13F Position History
As of Q2 2026, Anomaly Capital Management, LP reported 717,707 shares of VISA INC-CLASS A SHRS (V), worth $246.2M and representing 9.4% of its 13F equity book. Quarter-over-quarter share count change: + 472,511 (+192.7%) . The position first appeared in Q1 2021 and has been disclosed across 22 13F-HR filings in Pactolio's tracked window.
- 717,707Shares Held (Latest Filing)
- $246.2MReported Market Value (Latest Filing)
- 9.4%Portfolio Weight (% of 13F Equity Book)
- +472,511Quarter-over-Quarter Share Change
- +$172.1MQuarter-over-Quarter Value Change
- 717,707Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 22 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 717,707 | +472,511 | +192.7% | $246.2M | 9.4% | $343.1 |
| Q1 2026 | 245,196 | +245,196 | – | $74.1M | 4.5% | $302.2 |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 180,620 | -100.0% | $0 | 0.0% | – |
| Q2 2022 | 180,620 | +180,620 | – | $35.6M | 1.9% | $196.9 |
| Q1 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2021 | 0 | 72,410 | -100.0% | $0 | 0.0% | – |
| Q2 2021 | 72,410 | 60,008 | -45.3% | $16.9M | 1.1% | $233.8 |
| Q1 2021 | 132,418 | – | – | $28.0M | 2.7% | $211.7 |
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 rather than 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-CLASS A SHRS (V) on its 13F-HR filing for the period ending 2021-03-31 (Q1 2021). The position has appeared on 22 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 Q1 2026 and Q2 2026, Anomaly Capital Management, LP added 472,511 shares of V (+192.7%), bringing the total reported position to 717,707 shares at a market value of $246.2M.
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.