Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionKensico Capital Management Corp
Latest Disclosed Ownership949,100 shares
Latest Disclosed Value $ 286,855,984
Kensico Capital Management Corp reports 22.59% increase in ownership of V / Visa Inc.

On May 15, 2026 - Kensico Capital Management Corp filed a 13F-HR form disclosing ownership of 949,100 shares of Visa Inc. (MX:V) valued at $286,855,984 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 774,200 shares of Visa Inc.. This represents a change in shares of 22.59% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F VISA COM CL A 92826C839 949,100 174,900 22.59 286,856 5.65 5.8571
2026-02-17 2025-12-31 13F VISA COM CL A 92826C839 774,200 -43,930 -5.37 271,520 -2.78 4.6138
2025-11-14 2025-09-30 13F VISA COM CL A 92826C839 818,130 -27,770 -3.28 279,293 -7.01 4.3023
2025-08-14 2025-06-30 13F VISA COM CL A 92826C839 845,900 -14,900 -1.73 300,337 -0.44 5.7754
2025-05-15 2025-03-31 13F VISA COM CL A 92826C839 860,800 0 0.00 301,676 10.89 6.7985
2025-02-14 2024-12-31 13F VISA COM CL A 92826C839 860,800 -800 -0.09 272,047 14.84 6.2151
2024-11-14 2024-09-30 13F VISA COM CL A 92826C839 861,600 -9,000 -1.03 236,897 3.67 6.2941
2024-08-14 2024-06-30 13F VISA COM CL A 92826C839 870,600 -8,100 -0.92 228,506 -6.82 7.1138
2024-05-15 2024-03-31 13F VISA COM CL A 92826C839 878,700 -12,100 -1.36 245,228 5.74 8.0697
2024-02-14 2023-12-31 13F VISA COM CL A 92826C839 890,800 -45,500 -4.86 231,920 7.69 8.7846
2023-11-14 2023-09-30 13F VISA COM CL A 92826C839 936,300 -13,800 -1.45 215,358 -4.55 9.1283
2023-08-14 2023-06-30 13F VISA COM CL A 92826C839 950,100 -12,200 -1.27 225,630 4.00 9.1200
2023-05-15 2023-03-31 13F VISA COM CL A 92826C839 962,300 -26,700 -2.70 216,960 5.59 9.6693
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 989,000 -42,300 -4.10 205,475 12.15 9.8074
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 1,031,300 -14,900 -1.42 183,210 -11.06 9.4717
2022-08-15 2022-06-30 13F VISA COM CL A 92826C839 1,046,200 -7,300 -0.69 205,986 -11.83 9.2467
2022-05-16 2022-03-31 13F VISA COM CL A 92826C839 1,053,500 -738,648 -41.22 233,635 -39.84 9.4937
2022-02-14 2021-12-31 13F VISA COM CL A 92826C839 1,792,148 51,128 2.94 388,376 0.15 11.5457
2021-11-15 2021-09-30 13F VISA COM CL A 92826C839 1,741,020 -58,800 -3.27 387,812 -7.85 11.9173
2021-08-16 2021-06-30 13F VISA COM CL A 92826C839 1,799,820 618,120 52.31 420,834 68.20 12.1580
2021-05-17 2021-03-31 13F VISA COM CL A 92826C839 1,181,700 -1,025,800 -46.47 250,201 -48.18 8.0819
2021-02-16 2020-12-31 13F VISA COM CL A 92826C839 2,207,500 -359,100 -13.99 482,846 -5.92 11.2143
2020-11-16 2020-09-30 13F VISA COM CL A 92826C839 2,566,600 -73,000 -2.77 513,243 0.66 11.2310
2020-08-14 2020-06-30 13F VISA COM CL A 92826C839 2,639,600 -11,100 -0.42 509,892 19.39 10.6952
2020-05-15 2020-03-31 13F VISA COM CL A 92826C839 2,650,700 -120,100 -4.33 427,081 -17.97 11.6715
2020-02-14 2019-12-31 13F VISA COM CL A 92826C839 2,770,800 -44,600 -1.58 520,633 7.51 10.8636
2019-11-14 2019-09-30 13F VISA COM CL A 92826C839 2,815,400 -46,700 -1.63 484,277 -2.50 9.2622
2019-08-14 2019-06-30 13F VISA COM CL A 92826C839 2,862,100 0 0.00 496,717 11.11 9.0224
2019-05-15 2019-03-31 13F VISA COM CL A 92826C839 2,862,100 -309,100 -9.75 447,031 6.84 8.7972
2019-02-14 2018-12-31 13F VISA COM CL A 92826C839 3,171,200 -82,400 -2.53 418,408 -14.32 9.1069
2018-11-14 2018-09-30 13F VISA COM CL A 92826C839 3,253,600 -103,900 -3.09 488,333 9.81 8.0090
2018-08-14 2018-06-30 13F VISA COM CL A 92826C839 3,357,500 -29,200 -0.86 444,701 9.77 7.2520
2018-05-15 2018-03-31 13F VISA COM CL A 92826C839 3,386,700 -44,000 -1.28 405,117 3.57 7.1957
2018-02-14 2017-12-31 13F VISA COM CL A 92826C839 3,430,700 -912,900 -21.02 391,168 -14.43 7.7902
2017-11-14 2017-09-30 13F VISA COM CL A 92826C839 4,343,600 0 0.00 457,120 12.22 6.9344
2017-08-14 2017-06-30 13F VISA COM CL A 92826C839 4,343,600 58,600 1.37 407,343 6.97 6.2632
2017-05-15 2017-03-31 13F VISA COM CL A 92826C839 4,285,000 56,500 1.34 380,808 15.43 6.3252
2017-02-14 2016-12-31 13F VISA COM CL A 92826C839 4,228,500 215,000 5.36 329,908 -0.60 5.7126
2016-11-14 2016-09-30 13F VISA COM CL A 92826C839 4,013,500 0 0.00 331,916 11.50 6.0804
2016-08-15 2016-06-30 13F VISA COM CL A 92826C839 4,013,500 -1,800 -0.04 297,681 -3.06 5.9820
2016-05-16 2016-03-31 13F VISA COM CL A 92826C839 4,015,300 14,800 0.37 307,090 -1.02 6.1841
2016-02-16 2015-12-31 13F VISA COM CL A 92826C839 4,000,500 31,500 0.79 310,239 12.21 6.3925
2015-11-16 2015-09-30 13F VISA COM CL A 92826C839 3,969,000 -8,100 -0.20 276,481 3.53 5.8324
2015-08-14 2015-06-30 13F VISA COM CL A 92826C839 3,977,100 -7,300 -0.18 267,062 2.47 5.2301
2015-05-15 2015-03-31 13F VISA COM CL A 92826C839 3,984,400 2,995,100 302.75 260,620 0.47 5.1543
2015-02-17 2014-12-31 13F VISA COM CL A 92826C839 989,300 5,300 0.54 259,394 23.55 5.6345
2014-11-14 2014-09-30 13F VISA COM CL A 92826C839 984,000 -232,500 -19.11 209,956 -18.09 4.6326
2014-08-14 2014-06-30 13F VISA COM CL A 92826C839 1,216,500 1,400 0.12 256,329 -2.27 5.2945
2014-05-15 2014-03-31 13F VISA COM CL A 92826C839 1,215,100 0 0.00 262,291 -3.06 5.9624
2014-02-14 2013-12-31 13F VISA COM CL A 92826C839 1,215,100 0 0.00 270,578 16.52 6.1250
2013-11-14 2013-09-30 13F VISA COM CL A 92826C839 1,215,100 2,400 0.20 232,206 4.78 5.7529
2013-08-14 2013-06-30 13F VISA COM CL A 92826C839 1,212,700 1,212,700 221,621 5.6801
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.