Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionHudson Way Capital Management LLC
Latest Disclosed Ownership333,128 shares
Latest Disclosed Value $ 100,684,607
Hudson Way Capital Management LLC reports 21.83% increase in ownership of V / Visa Inc.

On May 15, 2026 - Hudson Way Capital Management LLC filed a 13F-HR form disclosing ownership of 333,128 shares of Visa Inc. (US:V) valued at $100,684,607 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 273,431 shares of Visa Inc.. This represents a change in shares of 21.83% during the quarter. The current value of the position is $104,069,187 USD.

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 333,128 59,697 21.83 100,685 5.00 9.6258
2026-02-17 2025-12-31 13F VISA COM CL A 92826C839 273,431 31,912 13.21 95,895 16.31 7.6230
2025-11-14 2025-09-30 13F VISA COM CL A 92826C839 241,519 -6,239 -2.52 82,450 -6.27 6.9923
2025-08-14 2025-06-30 13F VISA COM CL A 92826C839 247,758 75,619 43.93 87,966 45.82 7.9509
2025-05-15 2025-03-31 13F VISA COM CL A 92826C839 172,139 50,284 41.27 60,328 56.65 5.9796
2025-02-14 2024-12-31 13F VISA COM CL A 92826C839 121,855 40,296 49.41 38,511 71.74 4.3514
2024-11-14 2024-09-30 13F VISA COM CL A 92826C839 81,559 -11,134 -12.01 22,425 -7.83 2.8148
2024-08-14 2024-06-30 13F VISA COM CL A 92826C839 92,693 18,273 24.55 24,329 17.14 3.3588
2024-05-15 2024-03-31 13F VISA COM CL A 92826C839 74,420 -29,983 -28.72 20,769 -23.59 3.7917
2024-02-14 2023-12-31 13F VISA COM CL A 92826C839 104,403 -54,183 -34.17 27,181 -25.48 5.0983
2023-11-14 2023-09-30 13F VISA COM CL A 92826C839 158,586 8,057 5.35 36,476 2.04 7.1754
2023-08-14 2023-06-30 13F VISA COM CL A 92826C839 150,529 24,663 19.59 35,748 25.97 6.7044
2023-05-15 2023-03-31 13F VISA COM CL A 92826C839 125,866 0 0.00 28,378 8.52 7.0633
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 125,866 -26,379 -17.33 26,150 -3.32 6.7557
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 152,245 141 0.09 27,046 -9.69 7.3947
2022-08-15 2022-06-30 13F VISA COM CL A 92826C839 152,104 -4,076 -2.61 29,948 -13.54 8.1197
2022-05-16 2022-03-31 13F VISA COM CL A 92826C839 156,180 111,934 252.98 34,636 261.21 8.1714
2022-02-14 2021-12-31 13F VISA COM CL A 92826C839 44,246 -850 -1.88 9,589 -4.54 2.1808
2021-11-15 2021-09-30 13F VISA COM CL A 92826C839 45,096 -16,200 -26.43 10,045 -29.91 2.4459
2021-08-16 2021-06-30 13F VISA COM CL A 92826C839 61,296 0 0.00 14,332 10.43 3.6200
2021-05-17 2021-03-31 13F VISA COM CL A 92826C839 61,296 30,108 96.54 12,978 90.24 3.6200
2021-02-16 2020-12-31 13F VISA COM CL A 92826C839 31,188 -2,442 -7.26 6,822 1.44 1.9456
2020-11-16 2020-09-30 13F VISA COM CL A 92826C839 33,630 -12,628 -27.30 6,725 -24.74 2.1778
2020-08-14 2020-06-30 13F VISA COM CL A 92826C839 46,258 -22,471 -32.70 8,936 -19.31 3.1233
2020-05-15 2020-03-31 13F VISA COM CL A 92826C839 68,729 24,979 57.09 11,074 34.70 5.1283
2020-02-14 2019-12-31 13F VISA COM CL A 92826C839 43,750 -12,100 -21.67 8,221 -14.43 3.2270
2019-11-14 2019-09-30 13F VISA COM CL A 92826C839 55,850 -7,050 -11.21 9,607 -11.99 4.2529
2019-08-14 2019-06-30 13F VISA COM CL A 92826C839 62,900 2,000 3.28 10,916 14.76 5.3085
2019-05-15 2019-03-31 13F VISA COM CL A 92826C839 60,900 60,900 9,512 4.9315
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.