Anomaly Capital Management, LP: VISA (V): Quarterly 13F Position History
As of Q1 2026, Anomaly Capital Management, LP reported 245,196 shares of VISA (V), worth $74.1M and representing 4.5% of its 13F equity book. Quarter-over-quarter share count change: + 245,196 (re-initiated) . The position first appeared in Q1 2021 and has been disclosed across 21 13F-HR filings in Pactolio's tracked window.
- 245,196Shares Held (Latest Filing)
- $74.1MReported Market Value (Latest Filing)
- 4.5%Portfolio Weight (% of 13F Equity Book)
- +245,196Quarter-over-Quarter Share Change
- +$74.1MQuarter-over-Quarter Value Change
- 245,196Peak Reported Shares (Historical)
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 | 4.5% | $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, 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 (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 (re-initiated), 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.