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V is 19.83% of Chris Hohn's portfolio as of 2026 Q2, a stake worth $10.46B.

Holds 30,494,133 shares worth $10.46B.
Published · Based on SEC filings

Medium impact
Outsized position
2026 Q2

Visa Inc, CL-A (V) is 19.83% of Chris Hohn's TCI Fund Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026: 30.5M shares worth about $10.5B, the 2nd largest of 11 stock positions. Chris Hohn added 0% to the share count in 2026 Q2.

What did the 2026 Q2 filing report for V?

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

Value
Portfolio weight 19.83%
Shares 30.5M
Reported value $10.5B
Rank in portfolio 2nd of 11
Largest holding GE at 33.59%
Top three holdings 65.72% of the book
Change this quarter +0% shares

How concentrated is Chris Hohn in V?

V at 19.83% is 2.2 times the average stock position in the Chris Hohn portfolio, which is 9%. The largest holding is GE at 33.59%. The three largest stocks together are 65.72% of the reported book. A quarter earlier V was 20.39% of the book.

Where does V sit in the Chris Hohn portfolio?

V ranks 2nd of 11 stock positions in the Chris Hohn portfolio at 19.83%, above the fund's average stock position of 9%. The V addition was the 10th largest of the quarter's 10 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Chris Hohn reported 11 stock positions, with 2 opened and 1 closed. The total portfolio value is about $52.8B, up 17% from the prior quarter.

Chris Hohn top holdings, 2026 Q2

How long has Chris Hohn held V?

Chris Hohn first reported V in the quarter ended June 30, 2019. The weight peaked at 20.39% in 2026 Q1. Last quarter the fund added to the position by 10%. Every reported trade is on the Chris Hohn V trade history page.

Chris Hohn 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, 4 opened it this quarter. One other tracked fund sold out of it. The largest buyers of V this quarter were Ole Andreas Halvorsen, John Armitage and Dodge & Cox Stock Fund. The largest sellers were Lewis Sanders, Terry Smith and Polen Capital Management. Every tracked holder of V is on the V ownership page.

FAQ

What share of the Chris Hohn portfolio is V?

V is 19.83% of the Chris Hohn portfolio as of 2026 Q2, the 2nd largest of 11 stock positions.

What is the V stake of Chris Hohn worth?

Chris Hohn holds 30.5M shares of V, worth about $10.5B at June 30, 2026 prices, 19.83% of the reported portfolio.

What are the largest holdings of Chris Hohn?

The largest stock positions of Chris Hohn as of 2026 Q2 are GE (33.59%), V (19.83%) and MCO (12.3%), together 65.72% of the book.

Did Chris Hohn's TCI Fund Management change its V position in 2026 Q2?

Chris Hohn added 0% to the share count in 2026 Q2.

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