Palestra Capital Management LLC: VISA (V): Quarterly 13F Position History
As of Q1 2026, Palestra Capital Management LLC reported 751,525 shares of VISA (V), worth $227.1M and representing 8.9% of its 13F equity book. Quarter-over-quarter share count change: + 275,083 (+57.7%) . The position first appeared in Q1 2017 and has been disclosed across 37 13F-HR filings in Pactolio's tracked window.
- 751,525Shares Held (Latest Filing)
- $227.1MReported Market Value (Latest Filing)
- 8.9%Portfolio Weight (% of 13F Equity Book)
- +275,083Quarter-over-Quarter Share Change
- +$60.0MQuarter-over-Quarter Value Change
- 845,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 37 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 751,525 | +275,083 | +57.7% | $227.1M | 8.9% | $302.2 |
| Q4 2025 | 476,442 | +168,164 | +54.5% | $167.1M | 5.9% | $350.7 |
| Q3 2025 | 308,278 | 0 | — | $105.2M | 3.5% | $341.4 |
| Q2 2025 | 308,278 | 11,756 | -3.7% | $109.5M | 3.2% | $355.1 |
| Q1 2025 | 320,034 | 23,019 | -6.7% | $112.2M | 4.5% | $350.5 |
| Q4 2024 | 343,053 | 114,196 | -25.0% | $108.4M | 3.0% | $316.0 |
| Q3 2024 | 457,249 | +46,829 | +11.4% | $125.7M | 4.1% | $274.9 |
| Q2 2024 | 410,420 | +32,542 | +8.6% | $107.7M | 4.3% | $262.5 |
| Q1 2024 | 377,878 | 36,961 | -8.9% | $105.5M | 4.0% | $279.1 |
| Q4 2023 | 414,839 | 30,543 | -6.9% | $108.0M | 5.4% | $260.4 |
| Q3 2023 | 445,382 | +31,611 | +7.6% | $102.4M | 5.4% | $230.0 |
| Q2 2023 | 413,771 | 84,725 | -17.0% | $98.3M | 4.9% | $237.5 |
| Q1 2023 | 498,496 | 231,775 | -31.7% | $112.4M | 6.0% | $225.5 |
| Q4 2022 | 730,271 | 111,634 | -13.3% | $151.7M | 8.3% | $207.8 |
| Q3 2022 | 841,905 | +441,905 | +110.5% | $149.6M | 7.0% | $177.6 |
| Q2 2022 | 400,000 | +400,000 | — | $78.8M | 3.7% | $196.9 |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2019 | 0 | 534,833 | -100.0% | $0 | 0.0% | — |
| Q2 2019 | 534,833 | 194,645 | -26.7% | $92.8M | 2.7% | $173.5 |
| Q1 2019 | 729,478 | +729,478 | — | $113.9M | 3.8% | $156.2 |
| Q4 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2017 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2017 | 0 | 755,000 | -100.0% | $0 | 0.0% | — |
| Q2 2017 | 755,000 | 90,000 | -10.7% | $70.8M | 5.4% | $93.8 |
| Q1 2017 | 845,000 | — | — | $75.1M | 5.7% | $88.9 |
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 Palestra Capital Management LLC first disclose a V position in 13F-HR filings?
Palestra Capital Management LLC first reported VISA (V) on its 13F-HR filing for the period ending 2017-03-31 (Q1 2017). The position has appeared on 37 reported quarters within Pactolio's tracked window.
What was Palestra Capital Management LLC's most recent quarter-over-quarter share-count change in V?
Between Q4 2025 and Q1 2026, Palestra Capital Management LLC added 275,083 shares of V (+57.7%), bringing the total reported position to 751,525 shares at a market value of $227.1M.
Does the implied price-per-share represent Palestra Capital Management LLC'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.