Soroban Capital Partners LP — VISA INC V: Quarterly 13F Position History
Soroban Capital Partners 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 2,961,240 shares ($895.0M market value, 6.40% of the equity book). Quarter-over-quarter share count change: + 476,622 (+19.2%) .
- 2,961,240Shares Held (Latest Filing)
- $895.0MReported Market Value (Latest Filing)
- 6.40%Portfolio Weight (% of 13F Equity Book)
- +476,622Quarter-over-Quarter Share Change
- +$46.8MQuarter-over-Quarter Value Change
- 3,619,150Peak 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 | 2,961,240 | +476,622 | +19.2% | $895.0M | 6.40% | $302.24 |
| Q4 2025 | 2,484,618 | +793,177 | +46.9% | $848.2M | 6.20% | $341.38 |
| Q3 2025 | 1,691,441 | +302,437 | +21.8% | $577.4M | 4.75% | $341.38 |
| Q2 2025 | 1,389,004 | 103,988 | -7.0% | $493.2M | 4.81% | $355.05 |
| Q1 2025 | 1,492,992 | 527,687 | -26.1% | $523.2M | 7.38% | $350.46 |
| Q4 2024 | 2,020,679 | 46,395 | -2.2% | $638.6M | 8.55% | $316.04 |
| Q3 2024 | 2,067,074 | +775,839 | +60.1% | $568.3M | 7.87% | $274.95 |
| Q2 2024 | 1,291,235 | +377,493 | +41.3% | $338.9M | 4.98% | $262.47 |
| Q1 2024 | 913,742 | 72,890 | -7.4% | $255.0M | 3.85% | $279.08 |
| Q4 2023 | 986,632 | 137,150 | -12.2% | $256.9M | 3.18% | $260.35 |
| Q3 2023 | 1,123,782 | 160,577 | -12.5% | $258.5M | 3.82% | $230.01 |
| Q2 2023 | 1,284,359 | 0 | — | $305.0M | 4.12% | $237.48 |
| Q1 2023 | 1,284,359 | 436,291 | -25.4% | $289.6M | 3.97% | $225.46 |
| Q4 2022 | 1,720,650 | 240,000 | -12.2% | $357.5M | 4.29% | $207.76 |
| Q3 2022 | 1,960,650 | 1,658,500 | -45.8% | $348.3M | 3.77% | $177.65 |
| Q2 2022 | 3,619,150 | +1,551,304 | +75.0% | $712.6M | 6.25% | $196.89 |
| Q1 2022 | 2,067,846 | 148,139 | -6.7% | $458.6M | 3.80% | $221.77 |
| Q4 2021 | 2,215,985 | +1,323,542 | +148.3% | $480.2M | 3.73% | $216.71 |
| Q3 2021 | 892,443 | +165,000 | +22.7% | $198.8M | 1.86% | $222.75 |
| Q2 2021 | 727,443 | 0 | — | $170.1M | 1.60% | $233.82 |
| Q1 2021 | 727,443 | — | — | $154.0M | 1.44% | $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 Soroban Capital Partners LP first disclose a V position in 13F-HR filings?
Soroban Capital Partners 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 Soroban Capital Partners LP's most recent quarter-over-quarter share-count change in V?
Between Q4 2025 and Q1 2026, Soroban Capital Partners LP added 476,622 shares of V (+19.2%), bringing the total reported position to 2,961,240 shares at a market value of $895.0M.
Does the implied price-per-share represent Soroban Capital Partners 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.