John Armitage's V Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 2.4M shares of Visa Inc. (V) worth $813.64 M, representing 8.58% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, John Armitage has maintained a long-term strategic position in V, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 3.3M shares. Largest reduction occurred in Q2 2016, reducing 6.7M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Visa (V) Holding Value Over Time
Track share changes against reported price movement
Quarterly Visa (V) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +4.12 M | Add 0.00% | 4.12 M | $47.78 |
| Q4 2013 | +282,884 | Add 6.87% | 4.4 M | $55.67 |
| Q1 2014 | +2.36 M | Add 53.62% | 6.76 M | $53.96 |
| Q2 2014 | -5.58 M | Reduce 82.50% | 1.18 M | $52.68 |
| Q3 2014 | -1.18 M | Sold Out | 1.18 M | $0.00 |
| Q1 2015 | +4.49 M | New Buy | 4.49 M | $65.41 |
| Q2 2015 | +48,232 | Add 1.07% | 4.54 M | $67.15 |
| Q3 2015 | +7,532 | Add 0.17% | 4.55 M | $69.66 |
| Q4 2015 | +2.58 M | Add 56.75% | 7.13 M | $77.55 |
| Q1 2016 | +2.8 M | Add 39.34% | 9.93 M | $76.48 |
| Q2 2016 | -6.71 M | Reduce 67.53% | 3.23 M | $74.17 |
| Q3 2016 | +1.36 M | Add 42.08% | 4.58 M | $82.70 |
| Q4 2016 | -2.89 M | Reduce 63.02% | 1.69 M | $78.02 |
| Q1 2017 | +2.57 M | Add 151.91% | 4.27 M | $88.87 |
| Q2 2017 | -4.27 M | Sold Out | 4.27 M | $0.00 |
| Q3 2020 | +2.11 M | New Buy | 2.11 M | $199.97 |
| Q4 2020 | +2.08 M | Add 98.39% | 4.19 M | $218.73 |
| Q1 2021 | +157,349 | Add 3.75% | 4.35 M | $211.73 |
| Q2 2021 | +17,929 | Add 0.41% | 4.37 M | $233.82 |
| Q3 2021 | +680,797 | Add 15.58% | 5.05 M | $222.75 |
| Q4 2021 | -474,489 | Reduce 9.39% | 4.58 M | $216.71 |
| Q1 2022 | +306,910 | Add 6.71% | 4.88 M | $221.77 |
| Q2 2022 | -724,041 | Reduce 14.83% | 4.16 M | $196.89 |
| Q3 2022 | -471,350 | Reduce 11.33% | 3.69 M | $177.65 |
| Q4 2022 | +95,633 | Add 2.59% | 3.78 M | $207.76 |
| Q1 2023 | +401,354 | Add 10.61% | 4.18 M | $225.46 |
| Q2 2023 | -704,829 | Reduce 16.84% | 3.48 M | $237.48 |
| Q3 2023 | -136,645 | Reduce 3.93% | 3.34 M | $230.01 |
| Q4 2023 | +325,306 | Add 9.73% | 3.67 M | $260.35 |
| Q1 2024 | -933,144 | Reduce 25.44% | 2.74 M | $279.08 |
| Q2 2024 | -181,208 | Reduce 6.62% | 2.55 M | $262.47 |
| Q3 2024 | -1.37 M | Reduce 53.80% | 1.18 M | $274.95 |
| Q4 2024 | -317,207 | Reduce 26.88% | 862,868 | $316.04 |
| Q1 2025 | +96,117 | Add 11.14% | 958,985 | $350.46 |
| Q2 2025 | +951,330 | Add 99.20% | 1.91 M | $355.05 |
| Q3 2025 | +473,058 | Add 24.76% | 2.38 M | $341.38 |
John Armitage's Visa Investment FAQs
John Armitage first purchased Visa Inc. (V) in Q3 2013, acquiring 4,117,712 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Visa Inc. (V) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to Visa Inc. (V) was in Q1 2015, adding 4,491,670 shares worth $293.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 2,383,373 shares of Visa Inc. (V), valued at approximately $813.64 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Visa Inc. (V) represents approximately 8.58% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's peak holding in Visa Inc. (V) was 9,932,110 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.