VIKING GLOBAL INVESTORS LP — VISA INC V: Quarterly 13F Position History
VIKING GLOBAL INVESTORS LP has reported VISA INC (V) on 38 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2016. As of Q4 2025, the position is sized at 3,984,205 shares ($1.40B market value, 3.71% of the equity book). Quarter-over-quarter share count change: + 1,087,175 (+37.5%) .
- 3,984,205Shares Held (Latest Filing)
- $1.40BReported Market Value (Latest Filing)
- 3.71%Portfolio Weight (% of 13F Equity Book)
- +1,087,175Quarter-over-Quarter Share Change
- +$408.3MQuarter-over-Quarter Value Change
- 10,220,406Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 38 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q4 2025 | 3,984,205 | +1,087,175 | +37.5% | $1.40B | 3.71% | $350.71 |
| Q3 2025 | 2,897,030 | +1,276,308 | +78.7% | $989.0M | 2.57% | $341.38 |
| Q2 2025 | 1,620,722 | 504,369 | -23.7% | $575.4M | 1.66% | $355.05 |
| Q1 2025 | 2,125,091 | 1,369,999 | -39.2% | $744.8M | 2.37% | $350.46 |
| Q4 2024 | 3,495,090 | 10,657 | -0.3% | $1.10B | 3.57% | $316.04 |
| Q3 2024 | 3,505,747 | +3,505,747 | — | $963.9M | 3.51% | $274.95 |
| Q2 2024 | 0 | 6,327,962 | -100.0% | $0 | 0.00% | — |
| Q1 2024 | 6,327,962 | +637,856 | +11.2% | $1.77B | 6.57% | $279.08 |
| Q4 2023 | 5,690,106 | 1,281,229 | -18.4% | $1.48B | 5.43% | $260.35 |
| Q3 2023 | 6,971,335 | 168,951 | -2.4% | $1.60B | 6.51% | $230.01 |
| Q2 2023 | 7,140,286 | +580,217 | +8.8% | $1.70B | 6.94% | $237.48 |
| Q1 2023 | 6,560,069 | +775,098 | +13.4% | $1.48B | 6.94% | $225.46 |
| Q4 2022 | 5,784,971 | +438,387 | +8.2% | $1.20B | 6.02% | $207.76 |
| Q3 2022 | 5,346,584 | +2,790,724 | +109.2% | $949.8M | 4.39% | $177.65 |
| Q2 2022 | 2,555,860 | 41,960 | -1.6% | $503.2M | 2.30% | $196.89 |
| Q1 2022 | 2,597,820 | 1,373,759 | -34.6% | $576.1M | 2.33% | $221.77 |
| Q4 2021 | 3,971,579 | +1,334,844 | +50.6% | $860.7M | 2.50% | $216.71 |
| Q3 2021 | 2,636,735 | +417,572 | +18.8% | $587.3M | 1.63% | $222.75 |
| Q2 2021 | 2,219,163 | 1,819,346 | -45.0% | $518.9M | 1.57% | $233.82 |
| Q1 2021 | 4,038,509 | 47,029 | -1.2% | $855.1M | 2.55% | $211.73 |
| Q4 2020 | 4,085,538 | +3,763,943 | +1170.4% | $893.6M | 2.46% | $218.73 |
| Q3 2020 | 321,595 | +156,706 | +95.0% | $64.3M | 0.23% | $199.97 |
| Q2 2020 | 164,889 | 265,220 | -61.7% | $31.9M | 0.14% | $193.17 |
| Q1 2020 | 430,109 | +94,562 | +28.2% | $69.3M | 0.36% | $161.12 |
| Q4 2019 | 335,547 | +84,673 | +33.8% | $63.0M | 0.30% | $187.90 |
| Q3 2019 | 250,874 | 136,494 | -35.2% | $43.2M | 0.22% | $172.01 |
| Q2 2019 | 387,368 | 2,687,425 | -87.4% | $67.2M | 0.30% | $173.55 |
| Q1 2019 | 3,074,793 | 3,056,169 | -49.8% | $480.3M | 2.75% | $156.19 |
| Q4 2018 | 6,130,962 | +4,881,187 | +390.6% | $808.9M | 4.60% | $131.94 |
| Q3 2018 | 1,249,775 | 1,957,699 | -61.0% | $187.6M | 1.04% | $150.09 |
| Q2 2018 | 3,207,474 | 1,954,382 | -37.9% | $424.8M | 2.43% | $132.45 |
| Q1 2018 | 5,161,856 | 2,461,875 | -32.3% | $617.5M | 3.72% | $119.62 |
| Q4 2017 | 7,623,731 | 2,596,675 | -25.4% | $869.3M | 5.34% | $114.02 |
| Q3 2017 | 10,220,406 | +2,352,406 | +29.9% | $1.08B | 6.96% | $105.24 |
| Q2 2017 | 7,868,000 | +3,605,445 | +84.6% | $737.9M | 4.97% | $93.78 |
| Q1 2017 | 4,262,555 | 583,930 | -12.0% | $378.8M | 1.67% | $88.87 |
| Q4 2016 | 4,846,485 | +4,268,933 | +739.1% | $378.1M | 1.72% | $78.02 |
| Q3 2016 | 577,552 | — | — | $47.8M | 0.21% | $82.70 |
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 VIKING GLOBAL INVESTORS LP first disclose a V position in 13F-HR filings?
VIKING GLOBAL INVESTORS LP first reported VISA INC (V) on its 13F-HR filing for the period ending 2016-09-30 (Q3 2016). The position has appeared on 38 reported quarters within Pactolio's tracked window.
What was VIKING GLOBAL INVESTORS LP's most recent quarter-over-quarter share-count change in V?
Between Q3 2025 and Q4 2025, VIKING GLOBAL INVESTORS LP added 1,087,175 shares of V (+37.5%), bringing the total reported position to 3,984,205 shares at a market value of $1.40B.
Does the implied price-per-share represent VIKING GLOBAL INVESTORS 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.