100
V
VISA INC · Industrials
Consensus score 100/100 · #1 this quarter · tier-weighted across tracked managers
Cluster buy: 3 tracked managers opened a new V position this quarter.
↑ConfirmedPrice action since filingas of 2026-10-14
vs 50-day avg
+5.4%
21-day momentum
+4.2%
recent volume
0.87×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+14.4%
30-wk MA slope
+2.2%
rel. strength
-2.3
52-wk range
94%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
25
tracked managers
New this Q
3
opened a position
Avg weight
4.7%
of their portfolios
Combined value
$18.56B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| TCI Fund Management Quality compounder | 19.8% | $10.46B | HOLD |
| ValueAct Capital Concentrated | 14.1% | $795M | HOLD |
| Marshfield Associates Concentrated | 8.3% | $355M | TRIM |
| AKO Capital Concentrated | 7.9% | $338M | TRIM |
| Akre Capital Quality compounder | 7.5% | $381M | TRIM |
| Altarock Partners Quality compounder | 6.8% | $287M | ADD |
| Wedgewood Partners Quality growth | 6.3% | $31M | ADD |
| Viking Global Investors Concentrated | 6.3% | $2.19B | ADD |
| Pershing Square Activist | 5.8% | $1.12B | NEW |
| Polen Capital Quality growth | 5.3% | $619M | TRIM |
| Valley Forge Capital Quality compounder | 5.1% | $159M | TRIM |
| Fundsmith Concentrated | 5.1% | $693M | TRIM |
| Giverny Capital Quality compounder | 4.5% | $134M | TRIM |
| Baupost Group Deep value | 4.4% | $241M | HOLD |
| Cantillon Capital Concentrated | 4.3% | $29M | TRIM |
| Markel Group Concentrated | 2.6% | $348M | ADD |
| Tiger Global Management Concentrated | 1.1% | $274M | NEW |
| Lone Pine Capital Concentrated | 0.3% | $57M | ADD |
| Gardner Russo & Quinn Graham/global value | 0.3% | $30M | TRIM |
| Hosking Partners Concentrated | 0.2% | $7M | TRIM |
| Lindsell Train Concentrated | 0.1% | $4M | ADD |
| Horizon Kinetics Franchise/inflation | 0.0% | $2M | HOLD |
| Brave Warrior Concentrated | 0.0% | $212K | NEW |
| Yacktman Asset Management Quality value | 0.0% | $251K | HOLD |
| Eagle Capital Quality value | 0.0% | $398K | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.