What smart money is saying about Visa Inc
17 funds in our archive have pitched Visa Inc, most recently Artisan Partners Developing World Strategy in September 2026.
Visa Inc. functions globally as a leading technology company dedicated to payments. Its primary role is to enable the secure and efficient digital transfer of funds among a wide array of participants, including individual consumers, retail businesses, banking institutions, corporations, strategic partners, and governmental bodies. At the heart of its operations is VisaNet, a highly sophisticated transaction processing network that handles the critical functions of authorizing, clearing, and settling all payment transactions. In addition to this core infrastructure, the company also provides a variety of card products, innovative digital platforms, and an extensive range of supplementary value-added services. These offerings are distributed under several widely recognized brands, including Visa, Visa Electron, Interlink, VPAY, and PLUS. Demonstrating its commitment to enhancing user experience, Visa Inc. has established a key strategic partnership with Ooredoo in Qatar, focused on improving payment solutions for Visa cardholders and Ooredoo customers within the country. The company was established in 1958 and its corporate headquarters are situated in San Francisco, California.
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Fund signal · last 12 months
61 lettersMore funds are buying than selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 73 fund letters reported a position in Visa Inc, with 10 buys (opened or added) and 4 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 25 | 2 | 2 | 6 |
| Q2 2026 | 27 | 6 | 2 | 7 |
| Q1 2026 | 3 | 1 | 0 | 1 |
| Q4 2025 | 6 | 1 | 0 | 1 |
| Q3 2025 | 4 | 0 | 0 | 0 |
| Q2 2025 | 2 | 0 | 0 | 0 |
| Q1 2025 | 5 | 0 | 0 | 1 |
| Q4 2024 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 73 positions · 17 moves
- HoldsAkre CapitalSeptember 2026
“Mastercard and Visa: Mastercard and Visa continue to direct more “traffic” and create more value at the most critical and fastest growing intersections in global commerce.”
Visa Inc - September 2026
“Portfolio Positioning With the market obsessively focused on AI, we see compelling opportunities in overlooked areas, including financials, industrials, communications services and energy infrastructure. Financials is our largest sector exposure; with the sector a strong contributor in the quarter we trimmed Travelers, Visa and JPMorgan Chase to harvest some gains while maintaining meaningful positions.”
Visa Inc - September 2026
Listed in Artisan Partners Developing World Strategy’s reported holdings.
Visa Inc - September 2026
“We initiated a position in global technology company Alphabet as we believe AI is strengthening its core search and advertising business as well as several other products. Additionally, Google Cloud has emerged as a leading AI- infrastructure platform, supporting attractive and profitable revenue growth. • Global payments technology company Visa was added to the portfolio as we are attracted to its durable competitive advantages, asset-light business model and resilient payment volume growth.”
Visa Inc - September 2026
“A single disproportionate equity outcome can change the entire trajectory of a portfolio or provide the staying power to see depressed but vibrant investments through. We have highlighted NVIDIA’s contributions to our investment program in previous periods. NVIDIA has contributed 3,449bps to performance since inception and remains a small holding in the current portfolio (a residual position in our parlance). Disproportionate equity outcomes have also been achieved by MercadoLibre (2,062bps since inception), Sea (1,709bps), and Visa (864bps).”
Visa Inc - HoldsAkre Focus ETFSeptember 2026
“Mastercard and Visa: Mastercard and Visa continue to direct more “traffic” and create more value at the most critical and fastest growing intersections in global commerce.”
Visa Inc - September 2026
“That perspective also shapes how we think about the companies already in the portfolio. Broadly, fundamentals have continued to develop in line with or ahead of our expectations, including across a number of holdings revisited through Drawdown Reviews earlier in the year. Share prices have not always followed. Visa and Mastercard have recovered strongly, while Experian and Equifax have remained under pressure despite continued fundamental delivery.”
Visa Inc - September 2026
“Visa Inc. Class A 4.2”
Visa Inc - September 2026
“Broadly, fundamentals have continued to develop in line with or ahead of our expectations, including across a number of holdings revisited through Drawdown Reviews earlier in the year. Share prices have not always followed. Visa and Mastercard have recovered strongly, while Experian and Equifax have remained under pressure despite continued fundamental delivery.”
Visa Inc - September 2026
Listed in WS Lindsell Train North American Equity Fund’s reported holdings.
Visa Inc - New positionJAG Capital Management Large Cap Growth StrategySeptember 2026
“Company Sector Palantir Information Technology Visa Financials Atlassian Information Technology Palantir (PLTR) is a leading data analytics and enterprise software company. We are re-establishing the position as US commercial revenue growth continues to accelerate as enterprises adopt the company’s industry-leading AI solutions. Additionally, the stock should benefit from improving sentiment surrounding Software as peak AI disruption fears fade. Visa (V) is the world’s leading payment processing network. We believe the stock is well positioned to outperform tied to healthy consumer demand and undemanding valuations.”
Visa Inc - September 2026
Listed in Platinium AM Platinum Asia Fund’s reported holdings.
Visa Inc - September 2026
Listed in Harding Loevner Global Developed Markets Equity’s reported holdings.
Visa Inc - HoldsBretton FundSeptember 2026
Listed in Bretton Fund’s reported holdings.
Visa Inc - September 2026
“Portfolio stalwart Visa Inc. (V) was our third-best contributor in Q3, advancing 4.7% as payment volumes and revenues sustained their double-digit growth.”
Visa Inc - TrimmedAlluvium AM ConventumSeptember 2026
“we also trimmed our positions in Mastercard, Visa and H&R Block to best manage our regulatory constraints.”
Visa Inc - September 2026
“Visa Inc. Class A 3.70”
Visa Inc - September 2026
Listed in Royal London AM Global Equity Diversified Fund’s reported holdings.
Visa Inc - September 2026
Listed in Buffalo funds Growth & Income Fund’s reported holdings.
Visa Inc - HoldsNakano World Growth FundSeptember 2026
Listed in Nakano World Growth Fund’s reported holdings.
Visa Inc - September 2026
Listed in Pershing Square Holdings, Ltd.’s reported holdings.
Visa Inc - August 2026
“Top 10 Holdings Company Sector Geography Weight NVIDIA Corporation Information Technology US ).9% Microsoft Corporation Information Technology US 5.$% Alphabet Inc. Communication Services US 5.$% Amazon.com, Inc. Consumer Discretionary US 3.4% Broadcom Inc. Information Technology US 2.9% Apple Inc. Information Technology US 2.3% Meta Platforms, Inc. Communication Services US $.4% NetƊix, Inc. Communication Services US $.2% Tencent Holdings… Communication Services CN $.$% Visa Inc. Financials US $.$% Best & Worst Performers - 1 Month Top 5 - Relative Contribution”
Visa Inc - July 2026
“We believe Visa can sustain low double-digit revenue growth in the medium term.”
Visa Inc - July 2026
“In July, Amalthea gained 6.54% net whilst the MSCI ACWI (in $A) fell by 1.55%. Performance in the long book was led by Regeneron, with DSM Firmenich, Amazon, Visa and Philip Morris also providing meaningful contributions.”
Visa Inc - July 2026
Listed in WS Lindsell Train North American Equity Fund’s reported holdings.
Visa Inc - New positionVlatava fund Vltava Fund SICAV, plcJune 2026
“We bought shares in Visa and Kaspi.kz.”
Visa Inc - June 2026
“We substantially increased our investments in Visa and Mastercard on the basis described above.”
Visa Inc - June 2026
“Quarterly Purchases Table 3: Quarterly Sales Activity Quarterly Purchases Copart Initial Position Liberty Capital Increase Position HCA Healthcare Increase Position McKesson Increase Position Quarterly Sales Linamar Decrease Position Visa Decrease Position Mastercard Decrease Position Group 1 Automotive Decrease Position”
Visa Inc - June 2026
Listed in Artisan Partners Value Equity Strategy’s reported holdings.
Visa Inc - June 2026
“During the quarter, we were unusually busy. We bought Hermès and sold Tractor Supply Company, Zoetis, and CDW. We increased positions in Chubb, Progressive, Meta, Amazon, Microsoft, and Visa. We trimmed United Rentals, Alphabet, and Taiwan Semiconductor Manufacturing.”
Visa Inc - June 2026
“Visa Inc. Technology GreensKeeper Value Fund Issue #54 – Q2 2026”
Visa Inc - June 2026
“It was an unusual quarter from a performance attribution perspective. Information Technology (IT) was the only sector in the Index to outperform the Index, accounting for two-thirds of its total gain. The Fund’s entire 156bps shortfall relative to the Index could be attributed either to weak stock selection in IT, which detracted 279bps, or to weak stock selection in Financials, which cost an additional 227bps. Somehow, all 11 of our holdings classified as Financials, including Visa and Mastercard , which we view as digital railroads, and MSCI , Moody’s , and S&P Global , which we view as business services, detracted from our relative returns during the quarter.”
Visa Inc - June 2026
“Our largest additions included the following names: CME Group, TSMC, Amazon, NVIDIA, Alphabet, Visa, ASML, S&P Global, Stevanato Group, and Brookfield.”
Visa Inc - June 2026
“FUND MANAGEMENT TOP 10 HOLDINGS (%)* NVIDIA Corporation 12.66 Apple, Inc. 9.05 Microsoft Corporation 7.94 Alphabet, Inc. 6.34 Amazon.com, Inc. 5.16 Broadcom, Inc. 4.03 Meta Platforms, Inc. 3.23 Eli Lilly and Company 2.44 Mastercard, Inc. 1.64 Visa, Inc. 1.57 Top 10 Holdings Total 54.06 FUND FACTS Inv. Inst. Ticker BUFEX BUIEX Inception Date 5/19/95”
Visa Inc - June 2026
Listed in Buffalo Funds Growth Fund’s reported holdings.
Visa Inc - New positionPershing SquareJune 2026
“Earlier this year, we initiated positions in Visa and Mastercard, two businesses we have long admired, which provide the dominant global networks for consumer and commercial payments, with an increasing share of revenue growth coming from value-added services.”
Visa Inc - HoldsBaron Financials ETFJune 2026
“Global payment network Visa Inc. contributed to performance in the second quarter as strong financial results helped the shares recover from weakness in the prior quarter. Revenue grew 17% and earnings per share (EPS) grew 20%, both exceeding Street expectations. Payment volume growth improved modestly and remained resilient into April despite military conflict in the Middle East. Management also raised its fiscal year guidance, which now calls for low teens revenue growth and mid-teens EPS growth. Regulatory concerns that weighed on the stock earlier in the year faded as a proposed 10% interest rate cap on credit cards and an adverse payment routing bill stalled in the legislative process. We continue to own Visa given its long runway for growth and significant competitive advantages.”
Visa Inc - June 2026
“Financials were another detractor. Our investments in financial-market infrastructure, including Deutsche Boerse, London Stock Exchange Group and B3, as well as payments companies Visa and Mastercard, trailed both the benchmark and asset-heavy global and European banks. These banks led sector performance but are not owned in the Strategy.”
Visa Inc - June 2026
“Financials were another detractor. Our investments in financial-market infrastructure, including Deutsche Boerse, London Stock Exchange Group and B3, as well as payments companies Visa and Mastercard, trailed both the benchmark and asset-heavy global and European banks. These banks led sector performance but are not owned in the Strategy.”
Visa Inc - AddedMontaka Global FundJune 2026
“Portfolio Positioning In the June quarter, Montaka made some targeted changes to the portfolio. We substantially increased our investments in Visa and Mastercard on the basis described above.”
Visa Inc - June 2026
“In the first half of 2026, Visa and Mastercard found themselves where ASML stood at its lows: trading at their lowest multiples in over a decade, having underperformed by roughly the same 40% over the prior year, as investors feared that stablecoins and AI-agent payments would route transactions around the card networks entirely, compounded by proposed US interest rate caps on credit cards. Visa and Mastercard operate the two dominant global payment networks, connecting billions of cards to over a hundred million merchants. This entrenched duopoly − protected by network effects no rival has replicated at scale − allows them to collect a small toll on a vast share of the world's electronic transactions. We think it is likely that agentic commerce will run on this existing, trusted payment infrastructure, so to the extent that AI reshapes online shopping, it could prove an accelerant to their growth rather than a threat. We used the share price declines to build and add to positions.”
Visa Inc - June 2026
“We used the share price declines to build and add to positions.”
Visa Inc Listed in Sustainable Growth Advisers U.S. Large Cap Growth Strategy’s reported holdings.
Visa Inc- HoldsMayar CapitalJune 2026
Listed in Mayar Capital’s reported holdings.
Visa Inc - HoldsAkre Focus ETFJune 2026
“Recent examples of AI adoption, monetization, or lack of AI-related disruption among our portfolio companies include: • CCC Intelligent Solutions (CCC): $120 million annualized revenue run-rate (ARR) from its Emerging Solutions’ products of which AI is the largest contributor. The company’s Emerging Solutions revenue grew 50% year-over-year. • Salesforce (CRM): Agentforce + Data 360 (key AI products) ARR up 225% to $3.4 billion in Q1 (119% organic). • ServiceNow (NOW): raised 2026 AI revenue guidance by 50% from the prior quarter; announced $300 million in cost savings from internal AI adoption; gross dollar retention steady at 98%. • Constellation Software: no material customer losses to “AI-native” startups across their portfolio of ~1,500 vertical market software companies. • Fair Isaac (FICO): has filed 137 AI-based patents. Second Quarter 2026 Akre Capital Management, LLC | 2 West Marshall Street, Middleburg, Virginia 20117 | 540-687-3880 | akrecapital.com | akrefund.com • CoStar Group (CSGP): Launched Homes Ai and Apartments.com Ai, adding conversational natural language search capabilities to its leading home and apartment online portals and leveraging the company’s unmatched proprietary property data and imagery. • Moody’s (MCO): Rated over $100 billion in AI-related debt issuance during Q1; expanded distribution of its decision intelligence analytics into enterprise AI environments such as Anthropic, OpenAI, AWS, Azure, etc. • Mastercard (MA) and Visa (V): have been pioneering and productizing AI since the 1990s when it was called “machine learning”; just starting to monetize their tokenization technology that secures over 50% of ecommerce transactions and will prove crucial for AI-powered “agentic” commerce in the future.”
Visa Inc - June 2026
“We also exited Rio Tinto, Newmont, National Australia Bank, Visa, UnitedHealth and Nike, taking the total to fourteen positions sold and thirteen initiated: unusually high turnover for this Fund, and a deliberate response to the concentration above.”
Visa Inc - June 2026
“We also exited Rio Tinto, Newmont, National Australia Bank, Visa, UnitedHealth and Nike, taking the total to fourteen positions sold and thirteen initiated: unusually high turnover for this Fund, and a deliberate response to the concentration above.”
Visa Inc - June 2026
“Visa rounded out the quarterly top contributors list as the company delivered another “beat-and-raise” quarter.”
Visa Inc - June 2026
Listed in Weitz Investments Partners III Opportunity Fund’s reported holdings.
Visa Inc - June 2026
“Top 10 holdings Weighting (%) Alphabet Inc. Class A 6.01 Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR 5.13 NVIDIA Corporation 5.07 Apple Inc. 3.98 Amazon.com, Inc. 3.84 Samsung Electronics Co., Ltd. Sponsored GDR 3.52 Visa Inc. Class A 3.08 Safran SA 3.07 Steel Dynamics, Inc. 2.89 Shell Plc 2.76”
Visa Inc - HoldsHIX Capital Geo FlagshipJune 2026
Listed in HIX Capital Geo Flagship’s reported holdings.
Visa Inc - HoldsAcción GlobalJune 2026
“There are more in this basket (when a whole factor comes within reach, we believe the right thing is to diversify), and each of them still has a small weight in the portfolio, but their whole already represents practically 5% of our savings (if we take into account Visa, Tradeweb and MSCI, we would go above 11% in businesses that "watch crises from a balcony"”
Visa Inc - HoldsFlexible Equity FundMarch 2026
“ Visa (V) underperformed during the quarter despite delivering strong results.”
Visa Inc - March 2026
“For the strategy, these include our investments in payments companies Visa and Mastercard, credit bureaus Experian and Equifax (both initiated in 2025), software companies Microsoft, Autodesk, and Workday (we exited Intuit during the quarter), and one of our Financial Market Infrastructure (FMI) investments the London Stock Exchange Group. Our other FMI investments—Deutsche Boerse and B3— have very little risk of AI disintermediation and have instead benefited from market volatility year-to-date, positively contributing to portfolio returns. The bear case for AI—replacing companies, potentially entire industries, and negatively impacting long-term white-collar unemployment—has been widely referred to as the “AI death star”. Whilst we do believe the bear case encompasses real risks, the market appears to be oversimplifying it. At the end of the first quarter, we had conducted drawdown reviews on all the aforementioned companies. The Global Leaders drawdown process forms an integral part of capital allocation and risk management for the Fund, and we place strong emphasis on avoiding losers as a key driver of long-term performance. Drawdown reviews trigger actions within the portfolio (we either add to positions or exit), and present an opportunity to reallocate to opportunities with better probability-adjusted IRRs, either within the portfolio or from the ready-to-buy list. We added to all the aforementioned companies and exited one investment: US tax and back-office software company Intuit.”
Visa Inc - HoldsBuffalo Growth FundMarch 2026
“FUND MANAGEMENT TOP 10 HOLDINGS (%)* NVIDIA Corporation 12.20 Alphabet, Inc. 11.82 Microsoft Corporation 11.22 Amazon.com, Inc. 8.79 Apple, Inc. 8.21 Meta Platforms, Inc. 5.46 Broadcom, Inc. 3.61 Visa, Inc. 2.71 Mastercard, Inc.”
Visa Inc - December 2025
Listed in Royal London Global Equity Diversified Fund’s reported holdings.
Visa Inc - HoldsAkreDecember 2025
Listed in Akre’s reported holdings.
Visa Inc - HoldsTroy AMDecember 2025
“During the quarter, we attended an AI and technology conference in Arizona. There were companies there such as Visa, which we own, as well as many we do not, and which would not likely be appropriate for this mandate.”
Visa Inc - AddedMar Vista US QualityDecember 2025
“We added to our holdings in Amazon.com Inc. (AMZN), Linde plc (LIN), and Visa Inc. (V) and trimmed Amphenol Corp. (APH), Oracle Corp. (ORCL), SAP SE (SAP), and Salesforce Inc. (CRM).”
Visa Inc - HoldsPlatinium Asset ManagementDecember 2025
Listed in Platinium Asset Management’s reported holdings.
Visa Inc - December 2025
Listed in Sands Capital Global Leaders’s reported holdings.
Visa Inc - September 2025
“Visa Inc (V) and Adyen (ADYEN) continue to ride the secular shift to digital payments.”
Visa Inc - September 2025
“Visa Visa detracted from performance in the third quarter as concerns about slowing growth overshadowed solid second quarter operating results.”
Visa Inc - September 2025
“Visa Visa detracted from performance in the third quarter as concerns about slowing growth overshadowed solid second quarter operating results.”
Visa Inc - August 2025
Listed in Lindsell Train North American Equity Fund ’s reported holdings.
Visa Inc - June 2025
“Sector % of Portfolio Holding % of Portfolio Technology 58.02% Apple Inc. 10.99% Health Care 8.76% Microsoft Corporation 10.85% Producer Durables 3.31% NVIDIA Corporation 10.56% Consumer Discretionary 19.67% Meta Platforms Inc. Class A 5.99% Financial Services 8.63% Amazon.com, Inc. 5.32% Materials & Processing 0.52% Alphabet Inc. Class C 5.18% Cash / Other Assets and Liabilities 0.67% Eli Lilly and Company 4.37% Consumer Staples 0.00% Visa Inc. Class A 4.08%”
Visa Inc - HoldsTitan Wealth Global Blue ChipJune 2025
Listed in Titan Wealth Global Blue Chip’s reported holdings.
Visa Inc - March 2025
“Top 10 Holdings Company Sector Geography Weight Microsoft Corporation Information Technology US 5.8% NVIDIA Corporation Information Technology US 5.3% Alphabet Inc. Communication Services US 5.0% Amazon.com, Inc. Consumer Discretionary US 4.6% Unitedhealth Grp Health Care US 4.1% Novo Nordisk A/S Health Care DK 3.7% ASML Holding NV Information Technology NL 3.2% Booking Holdings Inc. Consumer Discretionary US 3.2% Apple Inc. Information Technology US 3.0% Visa Inc. Financials US 3.0%”
Visa Inc - March 2025
“On an individual stock basis, the leading absolute contributors to performance were Visa, Uber, Marsh & McLennan, Netflix and Monster Beverage.”
Visa Inc - March 2025
“An important but often overlooked component of our diversified approach is the balance provided by more defensive, durable compounder holdings that tend to hold up well in downturns. This was illustrated by longtime health care holdings Vertex Pharmaceuticals and UnitedHealth Group as well as Visa and exchange and financial data provider S&P Global.”
Visa Inc - March 2025
“our positions in Intercontinental Exchange Inc. (ICE) and Visa Inc.”
Visa Inc - HoldsCovesto Patient CapitalMarch 2025
“VISA (V): Outside of China, V operates the largest credit and debit card network in the world with a market share of 60% and a lead of 1.6x over its closest rival Mastercard.”
Visa Inc - HoldsNewBridge Large Cap Growth EquityDecember 2024
“The portfolio’s Financials sector also outperformed during the fourth quarter. Visa, Inc. outperformed, while newly initiated Tradeweb Markets, Inc. underperformed.”
Visa Inc
Also mentioned · 9
These funds discuss Visa Inc as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedOptimist FundJune 2026
“Affirm has been profitable (on a GAAP basis) for only eighteen months which is too brief to be seen as a blue-chip payments franchise like Visa or Mastercard.”
Visa Inc - MentionedVision Capital FundJune 2026
Named in a table in Vision Capital Fund’s letter.
Visa Inc - MentionedFiduciary Management FMI FundsJune 2026
“Capital One Financial Corp (COF) – Large Cap/Global Funds Capital One is one of the largest banks and card issuers in the U.S. Our investment thesis centers on Capital One’s acquisition of Discover. Meaningful value creation could come from cost synergies and converting a portion of Capital One’s card portfolio to Discover’s network. Importantly, these synergies require no additional capital or credit risk and should increase returns while reducing earnings cyclicality relative to Capital One on a standalone basis. Over the longer term, there is a potentially game-changing opportunity to build a more competitive network to challenge Visa and Mastercard.”
Visa Inc - MentionedScharf Investments Quality Value StrategyJune 2026
“Similarly, Visa is a market leader with a wide payments network moat that is also trading at the cheapest relative valuation versus the S&P 500 index in the past 10 years.”
Visa Inc - MentionedManole Capital ManagementJune 2026
“Recent commentary from Visa reinforces that view.”
Visa Inc - MentionedManole Capital Investor NewsletterMarch 2026
“Networks such as Visa and Mastercard have succeeded not by changing consumer behavior, but by embedding themselves invisibly into it.”
Visa Inc - MentionedManole CapitalDecember 2025
“Payments & Stablecoins: Payments have traditionally been an area that prefers to move slowly. We often say that payments are more evolutionary than revolutionary, but that pattern is beginning to change. The gradual removal of paper checks and the decision to stop minting pennies illustrate how the system is finally moving away from outdated processes. At the same time, real-time payment networks continue to expand, and online and mobile transactions are gaining share across all demographics. Stablecoins are becoming a meaningful part of this evolution. They offer faster settlement, improved efficiency, and lower operational friction for businesses that move significant volumes of money each day. Major payment companies and financial institutions are actively exploring stablecoin pilots that enable instant payouts and real-time funding, particularly for cross- border and high-frequency transactions. The enduring appeal of card payments is their universality. Consumers trust that Visa and Mastercard will be accepted globally, allowing transactions to occur quickly and seamlessly, particularly on mobile devices.”
Visa Inc - MentionedTsai CapitalDecember 2025
“Bradley S. Jacobs—QXO, Inc. Andy Jassy—Amazon.com Inc. Jonathan Mazelsky—IDEXX Laboratories Inc. Ryan McInerney—Visa Inc.”
Visa Inc - MentionedNinepointJune 2025
“Growing Demand for Cryptoassets So far, in 2025, we’ve seen rapid, large-scale adoption of crypto, AI and other emerging technologies by institutional players. Asset managers like BlackRock, Fidelity and Apollo are tokenizing real-world assets on public blockchains; major banks are developing stablecoins; and payment giants like Visa and PayPal are expanding crypto access.”
Visa Inc
Fund coverage · 17 theses
- Artisan Partners Developing World StrategySeptember 2026
Visa continues to compound through frictionless commerce and growing value-added services.
Read the full thesis - GreensKeeper Value FundSeptember 2026
Visa is positioned as an indispensable payments network that can co-opt stablecoin innovation and defend its global tollbooth moat.
Read the full thesis - Pershing Square Holdings, Ltd.September 2026
Visa is held for 12% organic revenue growth, 27% value-added services growth, stablecoin and agentic commerce opportunities, China market entry approval, and a multi-year runway of double-digit revenue and mid-to-high-teens EPS growth at 24 times forward earnings.
Read the full thesis - Akre CapitalSeptember 2026
Visa benefits from dominant global payment networks, infrastructure importance, and long-term monetization potential from tokenization.
Read the full thesis - Artisan Partners Developing World FundSeptember 2026
Visa continues to compound through frictionless commerce and fast-growing value-added services.
Read the full thesis Visa is defended as a network with durable economics, multiple growth avenues, and an attractive valuation despite concerns around agents, stablecoins, regulation, and maturing cash displacement.
Read the full thesis- Vltava Fund SICAV, plcJune 2026
Visa is a global payments network with powerful network effects, high margins and ROIC, and the fund bought it once valuation became acceptable.
Read the full thesis - Montaka Global FundJune 2026
Visa is an extraordinarily advantaged payments network with durable double-digit growth and upside from value-added services that the market is underestimating.
Read the full thesis - Manole Capital ManagementJune 2026
Visa is seen as a beneficiary of stablecoins because they can expand payment activity rather than disintermediate existing rails.
Read the full thesis - PM CapitalJune 2026
Visa is seen as an attractively valued high-quality compounder with durable earnings growth and asset-light cash generation.
Read the full thesis - Coronation Global Managed StrategyJune 2026
Visa operates a dominant global payments network with strong network effects, and the fund added as the stock looked cheap despite AI-related fears.
Read the full thesis - Scharf Investments Quality Value (Equity) StrategyJune 2026
Visa is described as a market leader with a wide payments moat, stable earnings growth, AI as a tailwind, and a discounted valuation.
Read the full thesis - Pershing SquareJune 2026
Visa operates a dominant global payments network with strong growth, expanding value-added services, and durable moat-like economics.
Read the full thesis - Appalaches CapitalMarch 2026
Visa is a scaled, low-cost global payments network with durable moats and limited long-term risk from regulation or agentic AI, and stands to benefit from innovation and international growth.
Read the full thesis - Ironvine Capital PartnersDecember 2025
Visa is a scaled, network-effect payment platform with durable economics, multiple growth vectors, and manageable regulatory and technology risks supporting double-digit EPS growth.
Read the full thesis - Loomis Sayles Growth FundMarch 2025
Visa is well-positioned for long-term growth in the expanding digital payments market, with significant opportunities beyond its current consumer business that make its shares undervalued.
Read the full thesis - AorisDecember 2024
Visa is the world’s largest payment services company that enhances consumer and business payments with convenience, speed, and security, positioning it for continued growth in usage.
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