Lee Ainslie's V Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 776,863 shares of Visa Inc. (V) worth $272.45 M, representing 2.92% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in V, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 2.25 M shares. Largest reduction occurred in Q2 2018, reducing 1.74 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Visa (V) Holding Value Over Time
Track share changes against reported price movement
Quarterly Visa (V) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +776,863 | New Buy | 776,863 | $350.71 |
| Q1 2025 | -426,998 | Sold Out | 0 | $0.00 |
| Q4 2024 | -65,261 | Reduce 13.26% | 426,998 | $316.04 |
| Q3 2024 | -97,853 | Reduce 16.58% | 492,259 | $274.95 |
| Q2 2024 | +130,254 | Add 28.32% | 590,112 | $262.47 |
| Q1 2024 | -17,356 | Reduce 3.64% | 459,858 | $279.08 |
| Q4 2023 | -1,296 | Reduce 0.27% | 477,214 | $260.35 |
| Q3 2023 | +58,576 | Add 13.95% | 478,510 | $230.01 |
| Q2 2023 | +108,298 | Add 34.75% | 419,934 | $237.48 |
| Q1 2023 | -169,351 | Reduce 35.21% | 311,636 | $225.46 |
| Q4 2022 | -261,360 | Reduce 35.21% | 480,987 | $207.76 |
| Q3 2022 | +141,988 | Add 23.65% | 742,347 | $177.65 |
| Q2 2022 | -211,344 | Reduce 26.04% | 600,359 | $196.89 |
| Q1 2022 | -306,489 | Reduce 27.41% | 811,703 | $221.77 |
| Q4 2021 | +394,346 | Add 54.48% | 1.12 M | $216.71 |
| Q3 2021 | +515,895 | Add 248.08% | 723,846 | $222.75 |
| Q2 2021 | +199,275 | Add 2296.85% | 207,951 | $233.82 |
| Q1 2021 | +2,460 | Add 39.58% | 8,676 | $211.73 |
| Q4 2020 | -510 | Reduce 7.58% | 6,216 | $218.79 |
| Q3 2020 | +6,726 | New Buy | 6,726 | $199.97 |
| Q2 2020 | -5,918 | Sold Out | 0 | $0.00 |
| Q1 2020 | -3,861 | Reduce 39.48% | 5,918 | $161.20 |
| Q4 2019 | +4,270 | Add 77.51% | 9,779 | $187.85 |
| Q3 2019 | -25,371 | Reduce 82.16% | 5,509 | $172.08 |
| Q2 2019 | -6,640 | Reduce 17.70% | 30,880 | $173.54 |
| Q1 2019 | -1,520 | Reduce 3.89% | 37,520 | $156.18 |
| Q4 2018 | -6,460 | Reduce 14.20% | 39,040 | $131.94 |
| Q3 2018 | -905,722 | Reduce 95.22% | 45,500 | $150.09 |
| Q2 2018 | -1.74 M | Reduce 64.61% | 951,222 | $132.45 |
| Q1 2018 | -925,391 | Reduce 25.61% | 2.69 M | $119.62 |
| Q4 2017 | +274,169 | Add 8.21% | 3.61 M | $114.02 |
| Q3 2017 | +2.25 M | Add 206.24% | 3.34 M | $105.24 |
| Q2 2017 | +1.09 M | New Buy | 1.09 M | $93.78 |
Lee Ainslie's Visa Investment FAQs
Lee Ainslie first purchased Visa Inc. (V) in Q2 2017, acquiring 1,090,239 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Visa Inc. (V) for 33 quarters since Q2 2017.
Lee Ainslie's largest addition to Visa Inc. (V) was in Q3 2017, adding 3,338,754 shares worth $351.37 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 776,863 shares of Visa Inc. (V), valued at approximately $272.45 M.
As of the Q4 2025 filing, Visa Inc. (V) represents approximately 2.92% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Visa Inc. (V) was 3,612,923 shares, as reported at the end of Q4 2017.