Visa Inc, CL-A (V) grew to 6.77% of Mark Massey's AltaRock Partners portfolio in 2026 Q2, from 3.65%, according to the 13F-HR filed with the SEC on August 17, 2026. The share count rose 68% to 836K shares, and the position is worth about $287M and ranks 5th of 8 stocks by weight.
What did the 2026 Q2 filing report for V?
As of June 30, 2026, from the 13F-HR filed August 17, 2026.
| Before | After | |
|---|---|---|
| Shares | 499K | 836K |
| Shares added | +338K (68%) | |
| Reported value | $150.7M | $287M |
| Portfolio weight | 3.65% | 6.77% |
| Rank in portfolio | 5th of 8 |
How much did Mark Massey add to V?
Mark Massey added 338K shares of V during 2026 Q2, taking the stake from 499K to 836K. The reported value of the position rose by about $136.3M, from about $150.7M to about $287M.
Where does V sit in the Mark Massey portfolio?
V ranks 5th of 8 stock positions in the Mark Massey portfolio at 6.77%, below the fund's average stock position of 12%. The largest stock position is AMZN at 32.21%. Next come TDG at 27.51% and MSFT at 20.54%. The three largest stocks together are 80.26% of the book. The V addition was the 5th largest of the quarter's 8 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Mark Massey reported 8 stock positions, with no position opened or closed. The total portfolio value is about $4.2B, up 3% from the prior quarter.
How long has Mark Massey held V?
Mark Massey first reported V in the quarter ended December 31, 2014. The weight peaked at 14.17% in 2014 Q4. Last quarter the fund had trimmed it by 3%. Every reported trade is on the Mark Massey V trade history page.
Did other funds buy or sell V in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 17, 2026, 28 hold V. Of those, 7 added to the position this quarter and 12 trimmed 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 did Mark Massey buy in 2026 Q2?
Mark Massey added 338K shares of V, a 68% increase, to 836K shares.
What is the V position of Mark Massey worth now?
The V position of Mark Massey is worth about $287M at June 30, 2026 prices, 6.77% of the portfolio.
Is V a top holding of Mark Massey?
V ranks 5th of 8 stock positions in the Mark Massey portfolio, at 6.77%.
Did other funds add to V in 2026 Q2?
Among the 28 other tracked funds that hold V, 7 added to it in 2026 Q2 and 12 trimmed it.