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Michael Lindsell, Nick Train

Lindsell Train

Lindsell Train Visa Inc, CL-A stake

total: 40

Lindsell Train V trades

Total transactions:
8
New positions:
1
Added:
6
Reduced:
1
Held since:
2020 Q2
Held for:
25 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Lindsell Train holds 10,500 Visa Inc, CL-A (V) shares with a market value of roughly $3.60M accounting for 0.14% of the overall portfolio. To date, the estimated cost basis is nearly $226.03 for "buy" trades and estimated average "sell" price is $355.05. Lindsell Train first purchased V in 2020 Q2, initially acquiring 5,900 shares. Since the initial investment in Visa Inc, CL-A (V), Lindsell Train has made 7 more transactions.

How many V shares does Lindsell Train currently hold?

According to 2026 Q2 report, Lindsell Train holds 10,500 shares of Visa Inc, CL-A (V), valued at around $3.60M.

When did Lindsell Train buy Visa Inc, CL-A (V)?

Lindsell Train first invested in Visa Inc, CL-A (V) in 2020 Q2 at the reported quarter-end price of $193.22 per share.

What's the cost basis of Lindsell Train's V stake?

The estimated cost basis for Visa Inc, CL-A (V) stake is around $226.03 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$226.03
Weighted AVG sell price:
$355.05

Lindsell Train's historical trades in Visa Inc, CL-A

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.14%
10,500
$343.09
$3,602,445
+1.94% (+200)
+0%
2026 Q1
0.10%
10,300
$302.24
$3,113,072
+3.00% (+300)
+0%
2025 Q2
0.08%
10,000
$355.05
$3,550,500
-10.71% (-1,200)
-0.01%
2024 Q3
0.07%
11,200
$274.95
$3,079,440
+45.45% (+3,500)
+0.02%
2023 Q4
0.04%
7,700
$260.56
$2,006,312
+5.48% (+400)
+0%
2023 Q2
0.03%
7,300
$237.34
$1,732,546
+7.35% (+500)
+0%
2022 Q3
0.02%
6,800
$177.79
$1,209,000
+15.25% (+900)
+0%
2020 Q2
0.02%
$193.22
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.