Valley Forge Capital (Dev Kantesaria) — V Trade History
Quarter-by-quarter changes in the VISA INC position · CUSIP 92826C839
Currently held · 9.8 YearsFirst seen: 2016 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 462,978 | -135,775 | -22.7% | $158.8M | 5.10% |
| 2026 Q1 | 2026-05-15 | Reduce | 598,753 | -317,657 | -34.7% | $181.0M | 5.36% |
| 2025 Q4 | 2026-02-17 | Add | 916,410 | 4,393 | +0.5% | $321.4M | 7.29% |
| 2025 Q3 | 2025-11-14 | Hold | 912,017 | — | 0.0% | $311.3M | 7.49% |
| 2025 Q2 | 2025-08-14 | Hold | 912,017 | — | 0.0% | $323.8M | 7.15% |
| 2025 Q1 | 2025-05-15 | Hold | 912,017 | — | 0.0% | $319.6M | 7.28% |
| 2024 Q4 | 2025-02-14 | Hold | 912,017 | — | 0.0% | $288.2M | 6.35% |
| 2024 Q3 | 2024-11-14 | Hold | 912,017 | — | 0.0% | $250.8M | 5.57% |
| 2024 Q2 | 2024-08-14 | Hold | 912,017 | — | 0.0% | $239.4M | 6.19% |
| 2024 Q1 | 2024-05-15 | Hold | 912,017 | — | 0.0% | $254.5M | 6.94% |
| 2023 Q4 | 2024-02-14 | Add | 912,017 | 7,040 | +0.8% | $237.4M | 6.75% |
| 2023 Q3 | 2023-11-14 | Hold | 904,977 | — | 0.0% | $208.2M | 7.10% |
| 2023 Q2 | 2023-08-14 | Hold | 904,977 | — | 0.0% | $214.9M | 7.29% |
| 2023 Q1 | 2023-05-15 | Reduce | 904,977 | -99,800 | -9.9% | $204.0M | 7.73% |
| 2022 Q4 | 2023-02-14 | Add | 1,004,777 | 31,300 | +3.2% | $208.8M | 8.48% |
| 2022 Q3 | 2022-11-14 | Hold | 973,477 | — | 0.0% | $172.9M | 8.21% |
| 2022 Q2 | 2022-08-15 | Hold | 973,477 | — | 0.0% | $191.7M | 8.57% |
| 2022 Q1 | 2022-05-16 | Add | 973,477 | 40,080 | +4.3% | $215.9M | 8.21% |
| 2021 Q4 | 2022-02-14 | Reduce | 933,397 | -81,906 | -8.1% | $202.3M | 7.65% |
| 2021 Q3 | 2021-11-15 | Hold | 1,015,303 | — | 0.0% | $226.2M | 8.98% |
| 2021 Q2 | 2021-08-16 | Hold | 1,015,303 | — | 0.0% | $237.4M | 9.22% |
| 2021 Q1 | 2021-05-17 | Add | 1,015,303 | 477,181 | +88.7% | $215.0M | 10.17% |
| 2020 Q4 | 2021-02-16 | Add | 538,122 | 55,200 | +11.4% | $117.7M | 10.93% |
| 2020 Q3 | 2020-11-16 | Hold | 482,922 | — | 0.0% | $96.6M | 10.48% |
| 2020 Q2 | 2020-08-14 | Hold | 482,922 | — | 0.0% | $93.3M | 11.34% |
| 2020 Q1 | 2020-05-15 | Hold | 482,922 | — | 0.0% | $77.8M | 16.48% |
| 2019 Q4 | 2020-02-14 | Hold | 482,922 | — | 0.0% | $90.7M | 17.64% |
| 2019 Q3 | 2019-11-14 | Add | 482,922 | 14,000 | +3.0% | $83.1M | 18.54% |
| 2019 Q2 | 2019-08-14 | Add | 468,922 | 19,000 | +4.2% | $81.4M | 19.29% |
| 2019 Q1 | 2019-05-15 | Add | 449,922 | 357,922 | +389.0% | $70.3M | 18.60% |
| 2018 Q4 | 2019-02-14 | Add | 92,000 | 10,000 | +12.2% | $12.1M | 4.59% |
| 2018 Q3 | 2018-11-14 | Hold | 82,000 | — | 0.0% | $12.3M | 4.09% |
| 2018 Q2 | 2018-08-14 | Hold | 82,000 | — | 0.0% | $10.9M | 4.22% |
| 2018 Q1 | 2018-05-15 | Hold | 82,000 | — | 0.0% | $9.8M | 4.59% |
| 2017 Q4 | 2018-02-14 | Hold | 82,000 | — | 0.0% | $9.3M | 4.94% |
| 2017 Q3 | 2017-11-14 | Hold | 82,000 | — | 0.0% | $8.6M | 5.47% |
| 2017 Q2 | 2017-08-14 | Hold | 82,000 | — | 0.0% | $7.7M | 5.47% |
| 2017 Q1 | 2017-05-15 | Hold | 82,000 | — | 0.0% | $7.3M | 5.67% |
| 2016 Q4 | 2017-02-13 | New | 82,000 | 82,000 | — | $6.4M | 5.84% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.