Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Visa Inc. (V)
← All V superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 14.66 $303.84–366.54 · VW $345.43i SEC
2024   Q4 358,393 14.66 Reduce 11.06% 1.59 $273.24–321.62 · VW $302.47i $113,266,000 SEC
2024   Q3 402,969 14.34 Add 83.73% 6.54 $252.70–293.07 · VW $270.64i $110,796,000 SEC
2024   Q2 219,329 6.75 Reduce 27.41% 2.63 $261.25–283.00 · VW $271.58i $57,567,000 SEC
2024   Q1 302,167 9.60 Reduce 17.58% 2.00 $256.86–290.96 · VW $277.41i $84,329,000 SEC
2023   Q4 366,637 11.35 Reduce 8.22% 0.96 $227.78–263.25 · VW $247.14i $95,454,000 SEC
2023   Q3 399,482 11.66 $230.01 $91,885,000 SEC
2023   Q2 399,482 12.23 $237.48 $94,869,000 SEC
2023   Q1 399,482 13.14 Reduce 14.42% 2.31 $206.16–234.30 · VW $222.19i $90,067,000 SEC
2022   Q4 466,776 16.04 $207.76 $96,977,000 SEC
2022   Q3 466,776 14.60 Reduce 3.50% 0.51 $174.83–218.07 · VW $199.21i $82,923,000 SEC
2022   Q2 483,707 14.56 Reduce 12.84% 1.96 $185.91–229.24 · VW $207.05i $95,237,000 SEC
2022   Q1 554,983 15.24 $221.77 $123,079,000 SEC
2021   Q4 554,983 13.55 Add 22.11% 2.45 $190.10–236.96 · VW $208.63i $120,270,000 SEC
2021   Q3 454,500 11.04 $222.75 $101,240,000 SEC
2021   Q2 454,500 11.53 $233.82 $106,271,000 SEC
2021   Q1 454,500 11.93 Reduce 24.00% 3.83 $192.81–228.23 · VW $209.20i $96,232,000 SEC
2020   Q4 598,000 15.95 Reduce 8.00% 0.88 $179.23–220.39 · VW $202.83i $130,801,000 SEC
2020   Q3 650,000 11.03 $199.97 $129,981,000 SEC
2020   Q2 650,000 12.10 $193.17 $125,560,000 SEC
2020   Q1 650,000 11.67 Add 18.18% 1.80 $133.93–214.17 · VW $177.94i $104,728,000 SEC
2019   Q4 550,000 8.89 Reduce 9.44% 0.94 $168.59–189.89 · VW $181.03i $103,345,000 SEC
2019   Q3 607,300 10.01 $172.01 $104,462,000 SEC
2019   Q2 607,300 10.66 $173.55 $105,397,000 SEC
2019   Q1 607,300 10.96 Add 6.54% 0.67 $127.88–156.82 · VW $143.81i $94,854,000 SEC
2018   Q4 570,000 9.20 Add 14.00% 1.13 $121.60–151.56 · VW $137.20i $75,206,000 SEC
2018   Q3 500,000 7.80 $150.09 $75,045,000 SEC
2018   Q2 500,000 6.99 $132.45 $66,225,000 SEC
2018   Q1 500,000 6.72 $119.62 $59,810,000 SEC
2017   Q4 500,000 6.46 $114.02 $57,010,000 SEC
2017   Q3 500,000 6.38 $105.24 $52,620,000 SEC
2017   Q2 500,000 6.15 $93.78 $46,890,000 SEC
2017   Q1 500,000 5.91 $88.87 $44,435,000 SEC
2016   Q4 500,000 6.62 Reduce 27.79% 2.51 $75.17–83.96 · VW $79.70i $39,010,000 SEC
2016   Q3 692,400 9.02 Reduce 1.09% 0.10 $73.83–83.79 · VW $79.96i $57,261,000 SEC
2016   Q2 700,000 9.32 $74.17 $51,919,000 SEC
2016   Q1 700,000 9.66 Buy 9.66 $66.12–77.00 · VW $72.89i $53,536,000 SEC
Price snapshot:
Current price$357.75
52-week low$293.28
52-week high$365.02