Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
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
2026   Q1 2,445,760 5.11 Reduce 27.54% 1.39 $294.32–358.62 · VW $320.78i $739,206,345 SEC
2025   Q4 3,375,342 5.06 Reduce 22.23% 1.07 $318.00–356.73 · VW $340.10i $1,183,766,189 SEC
2025   Q3 4,340,224 4.81 Reduce 22.65% 1.38 $328.70–359.66 · VW $345.66i $1,481,665,609 SEC
2025   Q2 5,611,098 6.11 Reduce 6.85% 0.45 $299.00–375.51 · VW $347.18i $1,992,220,328 SEC
2025   Q1 6,023,710 6.63 Reduce 8.44% 0.47 $303.84–366.54 · VW $345.43i $2,111,069,470 SEC
2024   Q4 6,578,733 5.62 Reduce 9.36% 0.48 $273.24–321.62 · VW $302.47i $2,079,142,753 SEC
2024   Q3 7,257,741 5.15 Reduce 9.25% 0.49 $252.70–293.07 · VW $270.64i $1,995,515,879 SEC
2024   Q2 7,997,622 5.27 Reduce 4.71% 0.25 $261.25–283.00 · VW $271.58i $2,099,135,812 SEC
2024   Q1 8,392,490 5.41 Add 15.10% 0.71 $256.86–290.96 · VW $277.41i $2,342,176,136 SEC
2023   Q4 7,291,781 4.58 Reduce 3.66% 0.17 $227.78–263.25 · VW $247.14i $1,898,561,003 SEC
2023   Q3 7,569,168 4.58 Reduce 3.66% 0.17 $227.68–250.06 · VW $238.49i $1,740,984,299 SEC
2023   Q2 7,856,523 4.63 Reduce 2.64% 0.13 $216.14–238.28 · VW $229.20i $1,865,766,973 SEC
2023   Q1 8,069,329 4.80 Reduce 6.76% 0.36 $206.16–234.30 · VW $222.19i $1,819,311,007 SEC
2022   Q4 8,654,720 5.25 Reduce 14.86% 0.75 $174.60–219.98 · VW $205.36i $1,798,104,638 SEC
2022   Q3 10,165,168 5.06 Reduce 18.54% 1.20 $174.83–218.07 · VW $199.21i $1,805,842,000 SEC
2022   Q2 12,478,536 6.49 Reduce 3.96% 0.22 $185.91–229.24 · VW $207.05i $2,456,899,000 SEC
2022   Q1 12,993,382 5.63 Add 13.05% 0.65 $186.67–235.85 · VW $215.62i $2,881,542,000 SEC
2021   Q4 11,493,290 4.18 Add 5.35% 0.21 $190.10–236.96 · VW $208.63i $2,490,711,000 SEC
2021   Q3 10,910,106 4.46 Add 6.17% 0.26 $216.31–252.67 · VW $234.17i $2,430,226,000 SEC
2021   Q2 10,275,816 4.61 Add 4.57% 0.20 $212.30–238.48 · VW $229.57i $2,402,691,000 SEC
2021   Q1 9,826,837 4.69 Add 2.27% 0.10 $192.81–228.23 · VW $209.20i $2,080,636,000 SEC
2020   Q4 9,608,745 4.89 Add 3.07% 0.15 $179.23–220.39 · VW $202.83i $2,101,721,000 SEC
2020   Q3 9,322,902 5.00 Add 3.86% 0.19 $187.18–217.35 · VW $200.76i $1,864,301,000 SEC
2020   Q2 8,976,785 5.25 Add 10.20% 0.49 $150.60–202.18 · VW $182.73i $1,734,046,000 SEC
2020   Q1 8,145,906 5.70 Reduce 19.83% 1.49 $133.93–214.17 · VW $177.94i $1,312,468,000 SEC
2019   Q4 10,160,598 7.52 Add 2.81% 0.21 $168.59–189.89 · VW $181.03i $1,909,176,000 SEC
2019   Q3 9,883,293 7.83 Add 3.61% 0.27 $166.98–187.05 · VW $177.28i $1,700,025,000 SEC
2019   Q2 9,538,670 8.03 Add 4.62% 0.35 $156.32–174.94 · VW $164.07i $1,655,436,000 SEC
2019   Q1 9,117,862 7.44 Add 5.43% 0.38 $127.88–156.82 · VW $143.81i $1,424,119,000 SEC
2018   Q4 8,648,461 7.44 Add 3.04% 0.22 $121.60–151.56 · VW $137.20i $1,141,078,000 SEC
2018   Q3 8,393,660 7.17 Add 0.07% <0.01 $131.15–150.64 · VW $142.69i $1,259,804,000 SEC
2018   Q2 8,388,030 7.13 Add 1.30% 0.09 $116.71–136.69 · VW $128.62i $1,110,995,000 SEC
2018   Q1 8,280,586 7.03 Add 1.73% 0.12 $111.02–126.88 · VW $120.64i $990,524,000 SEC
2017   Q4 8,139,421 6.90 Add 1.18% 0.08 $104.90–114.92 · VW $110.57i $928,057,000 SEC
2017   Q3 8,044,351 6.82 Reduce 22.84% 1.95 $93.19–106.84 · VW $101.60i $846,587,000 SEC
2017   Q2 10,425,812 8.55 Add 7.70% 0.61 $88.13–96.60 · VW $93.14i $977,733,000 SEC
2017   Q1 9,680,500 8.01 Add 7.89% 0.59 $78.49–92.05 · VW $85.94i $860,306,000 SEC
2016   Q4 8,972,673 7.70 Add 7.83% 0.56 $75.17–83.96 · VW $79.70i $700,048,000 SEC
2016   Q3 8,320,846 8.20 Add 3.10% 0.25 $73.83–83.79 · VW $79.96i $688,134,000 SEC
2016   Q2 8,070,457 7.59 Add 11.35% 0.77 $73.25–81.73 · VW $77.49i $598,586,000 SEC
2016   Q1 7,247,829 7.61 Add 12.41% 0.84 $66.12–77.00 · VW $72.89i $554,314,000 SEC
2015   Q4 6,447,554 7.73 Add 10.15% 0.71 $68.36–81.01 · VW $77.04i $500,008,000 SEC
2015   Q3 5,853,523 7.47 Add 2.21% 0.16 $60.00–76.92 · VW $70.54i $407,756,000 SEC
2015   Q2 5,726,917 7.45 Reduce 2.21% 0.17 $64.35–70.69 · VW $67.60i $384,562,000 SEC
2015   Q1 5,856,593 7.47 Add 4.33% 0.31 $61.29–69.66 · VW $65.64i $383,080,000 SEC
2014   Q4 5,613,400 7.57 Reduce 2.04% 0.14 $48.80–67.33 · VW $60.83i $367,958,000 SEC
2014   Q3 5,730,348 6.87 Reduce 3.14% 0.21 $52.05–56.19 · VW $53.54i $305,671,000 SEC
2014   Q2 5,916,080 6.80 Reduce 4.89% 0.36 $48.71–54.54 · VW $52.09i $311,644,000 SEC
2014   Q1 6,220,216 7.26 Reduce 1.15% 0.09 $52.63–58.88 · VW $55.30i $335,674,000 SEC
2013   Q4 6,292,396 7.75 Reduce 3.95% 0.28 $45.03–55.68 · VW $50.93i $350,298,000 SEC
2013   Q3 6,550,940 7.21 Reduce 5.79% 0.46 $42.75–50.22 · VW $45.50i $312,971,000 SEC
2013   Q2 6,953,296 7.99 Buy 7.99 $40.32–46.31 · VW $43.76i $317,679,000 SEC
Price snapshot:
Current price$357.75
Avg. buy price$151.11
+/- since buy136.76%
52-week low$293.28
52-week high$365.02