Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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 396,357 4.39 Reduce 2.70% 0.13 $294.32–358.62 · VW $320.78i $119,794,940 SEC
2025   Q4 407,345 4.77 Add 0.45% 0.02 $318.00–356.73 · VW $340.10i $142,859,965 SEC
2025   Q3 405,520 4.69 Add 1.05% 0.05 $328.70–359.66 · VW $345.66i $138,436,418 SEC
2025   Q2 401,297 4.89 Add 1.97% 0.09 $299.00–375.51 · VW $347.18i $142,480,500 SEC
2025   Q1 393,549 5.08 Reduce 0.55% 0.03 $303.84–366.54 · VW $345.43i $137,923,183 SEC
2024   Q4 395,717 4.57 Add 1.01% 0.05 $273.24–321.62 · VW $302.47i $125,062,401 SEC
2024   Q3 391,760 4.10 Add 1.24% 0.05 $252.70–293.07 · VW $270.64i $107,714,412 SEC
2024   Q2 386,967 4.29 Add 1.25% 0.05 $261.25–283.00 · VW $271.58i $101,567,228 SEC
2024   Q1 382,208 4.34 Add 1.36% 0.06 $256.86–290.96 · VW $277.41i $106,666,609 SEC
2023   Q4 377,092 4.61 Add 1.54% 0.07 $227.78–263.25 · VW $247.14i $98,175,902 SEC
2023   Q3 371,370 4.64 Reduce 0.04% <0.01 $227.68–250.06 · VW $238.49i $85,418,814 SEC
2023   Q2 371,511 4.64 Add 5.22% 0.23 $216.14–238.28 · VW $229.20i $88,226,432 SEC
2023   Q1 353,075 4.80 Reduce 1.48% 0.07 $206.16–234.30 · VW $222.19i $79,604,290 SEC
2022   Q4 358,387 4.60 Reduce 0.50% 0.02 $174.60–219.98 · VW $205.36i $74,458,483 SEC
2022   Q3 360,179 4.33 Add 2.43% 0.10 $174.83–218.07 · VW $199.21i $63,986,000 SEC
2022   Q2 351,620 4.56 Add 2.50% 0.11 $185.91–229.24 · VW $207.05i $69,230,000 SEC
2022   Q1 343,052 4.29 Add 1.62% 0.07 $186.67–235.85 · VW $215.62i $76,079,000 SEC
2021   Q4 337,580 3.90 Add 1.97% 0.08 $190.10–236.96 · VW $208.63i $73,157,000 SEC
2021   Q3 331,063 4.40 Reduce 0.58% 0.03 $216.31–252.67 · VW $234.17i $73,744,000 SEC
2021   Q2 333,009 4.74 Add 5.31% 0.24 $212.30–238.48 · VW $229.57i $77,864,000 SEC
2021   Q1 316,218 4.48 Add 3.61% 0.16 $192.81–228.23 · VW $209.20i $66,953,000 SEC
2020   Q4 305,206 5.12 Add 1.33% 0.07 $179.23–220.39 · VW $202.83i $66,758,000 SEC
2020   Q3 301,201 5.52 Add 0.35% 0.02 $187.18–217.35 · VW $200.76i $60,231,000 SEC
2020   Q2 300,144 5.77 Add 2.16% 0.12 $150.60–202.18 · VW $182.73i $57,979,000 SEC
2020   Q1 293,788 6.03 Reduce 6.60% 0.35 $133.93–214.17 · VW $177.94i $47,335,000 SEC
2019   Q4 314,558 5.35 Add 1.62% 0.09 $168.59–189.89 · VW $181.03i $59,105,000 SEC
2019   Q3 309,533 5.31 Reduce 0.08% <0.01 $166.98–187.05 · VW $177.28i $53,243,000 SEC
2019   Q2 309,767 5.43 Add 2.40% 0.13 $156.32–174.94 · VW $164.07i $53,760,000 SEC
2019   Q1 302,505 5.42 Add 1.59% 0.09 $127.88–156.82 · VW $143.81i $47,248,000 SEC
2018   Q4 297,762 5.18 Reduce 1.60% 0.09 $121.60–151.56 · VW $137.20i $39,287,000 SEC
2018   Q3 302,598 5.46 Reduce 11.99% 0.77 $131.15–150.64 · VW $142.69i $45,417,000 SEC
2018   Q2 343,809 6.40 Add 1.70% 0.11 $116.71–136.69 · VW $128.62i $45,538,000 SEC
2018   Q1 338,076 5.89 Add 1.00% 0.06 $111.02–126.88 · VW $120.64i $40,441,000 SEC
2017   Q4 334,714 5.70 Reduce 1.26% 0.07 $104.90–114.92 · VW $110.57i $38,164,000 SEC
2017   Q3 338,992 5.70 Add 0.35% 0.02 $93.19–106.84 · VW $101.60i $35,676,000 SEC
2017   Q2 337,801 5.62 Add 1.05% 0.06 $88.13–96.60 · VW $93.14i $31,679,000 SEC
2017   Q1 334,301 5.46 Add 7.42% 0.38 $78.49–92.05 · VW $85.94i $29,709,000 SEC
2016   Q4 311,216 4.57 Add 0.90% 0.04 $75.17–83.96 · VW $79.70i $24,281,000 SEC
2016   Q3 308,447 7.07 Add 0.09% <0.01 $73.83–83.79 · VW $79.96i $25,509,000 SEC
2016   Q2 308,182 6.66 Add 2.13% 0.14 $73.25–81.73 · VW $77.49i $22,858,000 SEC
2016   Q1 301,750 6.87 Add 2.23% 0.15 $66.12–77.00 · VW $72.89i $23,078,000 SEC
2015   Q4 295,159 6.63 Add 0.69% 0.05 $68.36–81.01 · VW $77.04i $22,890,000 SEC
2015   Q3 293,148 6.00 Add 1.20% 0.07 $60.00–76.92 · VW $70.54i $20,421,000 SEC
2015   Q2 289,658 5.53 Add 1.15% 0.06 $64.35–70.69 · VW $67.60i $19,451,000 SEC
2015   Q1 286,353 4.74 $65.41 $18,730,000 SEC
Price snapshot:
Current price$357.75
Avg. buy price$125.91
+/- since buy184.13%
52-week low$293.28
52-week high$365.02