13F Portfolios

VIKING GLOBAL INVESTORS LP: VISA (V): Quarterly 13F Position History

As of Q4 2025, VIKING GLOBAL INVESTORS LP reported 3,984,205 shares of VISA (V), worth $1.4B and representing 3.7% of its 13F equity book. Quarter-over-quarter share count change: + 1,087,175 (+37.5%) . The position first appeared in Q3 2016 and has been disclosed across 38 13F-HR filings in Pactolio's tracked window.

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% $1.4B 3.7% $350.7
Q3 2025 2,897,030 +1,276,308 +78.7% $989.0M 2.6% $341.4
Q2 2025 1,620,722 504,369 -23.7% $575.4M 1.7% $355.1
Q1 2025 2,125,091 1,369,999 -39.2% $744.8M 2.4% $350.5
Q4 2024 3,495,090 10,657 -0.3% $1.1B 3.6% $316.0
Q3 2024 3,505,747 +3,505,747 $963.9M 3.5% $274.9
Q2 2024 0 6,327,962 -100.0% $0 0.0%
Q1 2024 6,327,962 +637,856 +11.2% $1.8B 6.6% $279.1
Q4 2023 5,690,106 1,281,229 -18.4% $1.5B 5.4% $260.4
Q3 2023 6,971,335 168,951 -2.4% $1.6B 6.5% $230.0
Q2 2023 7,140,286 +580,217 +8.8% $1.7B 6.9% $237.5
Q1 2023 6,560,069 +775,098 +13.4% $1.5B 6.9% $225.5
Q4 2022 5,784,971 +438,387 +8.2% $1.2B 6.0% $207.8
Q3 2022 5,346,584 +2,790,724 +109.2% $949.8M 4.4% $177.7
Q2 2022 2,555,860 41,960 -1.6% $503.2M 2.3% $196.9
Q1 2022 2,597,820 1,373,759 -34.6% $576.1M 2.3% $221.8
Q4 2021 3,971,579 +1,334,844 +50.6% $860.7M 2.5% $216.7
Q3 2021 2,636,735 +417,572 +18.8% $587.3M 1.6% $222.8
Q2 2021 2,219,163 1,819,346 -45.0% $518.9M 1.6% $233.8
Q1 2021 4,038,509 47,029 -1.2% $855.1M 2.5% $211.7
Q4 2020 4,085,538 +3,763,943 +1170.4% $893.6M 2.5% $218.7
Q3 2020 321,595 +156,706 +95.0% $64.3M 0.2% $200.0
Q2 2020 164,889 265,220 -61.7% $31.9M 0.1% $193.2
Q1 2020 430,109 +94,562 +28.2% $69.3M 0.4% $161.1
Q4 2019 335,547 +84,673 +33.8% $63.0M 0.3% $187.9
Q3 2019 250,874 136,494 -35.2% $43.2M 0.2% $172.0
Q2 2019 387,368 2,687,425 -87.4% $67.2M 0.3% $173.6
Q1 2019 3,074,793 3,056,169 -49.8% $480.3M 2.8% $156.2
Q4 2018 6,130,962 +4,881,187 +390.6% $808.9M 4.6% $131.9
Q3 2018 1,249,775 1,957,699 -61.0% $187.6M 1.0% $150.1
Q2 2018 3,207,474 1,954,382 -37.9% $424.8M 2.4% $132.4
Q1 2018 5,161,856 2,461,875 -32.3% $617.5M 3.7% $119.6
Q4 2017 7,623,731 2,596,675 -25.4% $869.3M 5.3% $114.0
Q3 2017 10,220,406 +2,352,406 +29.9% $1.1B 7.0% $105.2
Q2 2017 7,868,000 +3,605,445 +84.6% $737.9M 5.0% $93.8
Q1 2017 4,262,555 583,930 -12.0% $378.8M 1.7% $88.9
Q4 2016 4,846,485 +4,268,933 +739.1% $378.1M 1.7% $78.0
Q3 2016 577,552 $47.8M 0.2% $82.7

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 VIKING GLOBAL INVESTORS LP first disclose a V position in 13F-HR filings?

VIKING GLOBAL INVESTORS LP first reported VISA (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 $1.4B.

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.