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Chase Coleman III is back in V after 3 years out, now 1.14% of the portfolio.

Re-entered with 798,697 shares worth $274.02M; the fund had sold out of the name in 2023 Q2.
Published · Based on SEC filings

Medium impact
Re-entry
2026 Q2

Chase Coleman III's Tiger Global Management reopened a position in Visa Inc, CL-A (V) in 2026 Q2, after 3 years out, according to the 13F-HR filed with the SEC on August 14, 2026. At quarter-end prices the stake was worth about $274M, or 1.14% of the reported portfolio. V enters the book as the 23rd largest of 46 stock positions.

What did the 2026 Q2 filing report for V?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Value
Shares 799K
Reported value $274M
Portfolio weight 1.14%
Rank in portfolio 23rd of 46
Sold out in 2023 Q2
Out for 3 years

How big is the returning V position?

Chase Coleman III opened 9 stock positions in 2026 Q2; V is the 4th largest of them by weight. An average stock position in the Chase Coleman III portfolio is 2% of the reported value, so the new name starts below the fund's typical size.

Where does V sit in the Chase Coleman III portfolio?

V ranks 23rd of 46 stock positions in the Chase Coleman III portfolio at 1.14%, below the fund's average stock position of 2%. The V purchase was the 12th largest of the quarter's 51 position changes by percent change to portfolio. The largest stock position is TSM at 9.72%. Next come AMZN at 9.62% and NVDA at 9.34%. The three largest stocks together are 28.69% of the book. Across the 2026 Q2 portfolio, Chase Coleman III reported 46 stock positions, with 9 opened and 16 closed. The total portfolio value is about $24B, up 5% from the prior quarter.

Chase Coleman III buys and sells, 2026 Q2

When did Chase Coleman III hold V before?

Chase Coleman III held V before. The fund had held the name since at least the quarter ended June 30, 2013, sold out twice, most recently in 2023 Q2, and is back after 3 years out. The weight peaked at 4.16% in 2013 Q2. Every reported trade is on the Chase Coleman III V trade history page.

Chase Coleman III shares of V by quarter

Did other funds buy or sell V in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 28 hold V. Of those, 3 opened it this quarter. One other tracked fund sold out of it. The largest buyers of V this quarter were Chris Hohn, Ole Andreas Halvorsen and John Armitage. The largest sellers were Lewis Sanders, Terry Smith and Polen Capital Management. Every tracked holder of V is on the V ownership page.

FAQ

How many V shares does Chase Coleman III hold?

Chase Coleman III holds 799K shares of V as of June 30, 2026, worth about $274M.

What is V's weight in the Chase Coleman III portfolio?

V is 1.14% of the Chase Coleman III portfolio and ranks 23rd of 46 stocks by weight.

Has Chase Coleman III owned V before?

Yes. Chase Coleman III held V before. The fund had held the name since at least the quarter ended June 30, 2013, sold out twice, most recently in 2023 Q2, and is back after 3 years out.

How many other tracked funds hold V?

28 other tracked funds that had filed for 2026 Q2 hold V. 3 of them opened it this quarter.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst