Mirabaud & Cie SA V — VISA INC

Ownership history in Mirabaud & Cie SA  ·  8 quarters on record

AI Ownership Summary

Mirabaud & Cie SA reported VISA INC (V) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 3.6% in 2024 Q2. The latest visible filing shows V at 2.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mirabaud & Cie SA's position in VISA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

V was reported at 2.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.6% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page Mirabaud & Cie SA fund profile Mirabaud & Cie SA full holdings
How Mirabaud & Cie SA held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 20,303 -2,398 -10.6% 2.50% $6.1M 2026-05-05 $321.36
2025 Q4 REDUCED 22.7% -13.6% ✅ 22,701 -6,674 -22.7% 2.57% $8.0M 2026-01-16 $326.95
2025 Q3 REDUCED — — — 29,375 -642 -2.1% 3.19% $10.0M 2025-10-16 $333.36
2025 Q2 ADDED — — — 30,017 +298 +1.0% 3.39% $10.7M 2025-07-08 $351.77
2025 Q1 REDUCED 5.2% +1.5% ❌ 29,719 -1,630 -5.2% 3.55% $10.4M 2025-05-09 $349.20
2024 Q4 REDUCED 5.7% +11.1% ❌ 31,349 -1,889 -5.7% 3.18% $9.9M 2025-01-17 $316.06
2024 Q3 REDUCED 19.9% +14.9% ❌ 33,238 -8,274 -19.9% 2.65% $9.1M 2024-11-01 $286.95
2024 Q2 INITIATED — — — 41,512 — — 3.60% $10.8M 2024-09-30 $271.37

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 62.32% Alfreton Capital LLP 3Y 32.97% TCI Fund Management Ltd 3Y 7Y 20.39% Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Egerton Capital (UK) LLP 3Y 7Y 13.79% Immersion Capital LLP 3Y 7Y 12.68% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Blacksheep Fund Management Ltd 3Y 12.31% ValueAct Holdings, L.P. 3Y 7Y 12.26%

FAQ About Mirabaud & Cie SA and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mirabaud & Cie SA reported owning V?

Mirabaud & Cie SA reported V across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported V position in Mirabaud & Cie SA's portfolio?

The largest reported portfolio weight for V was 3.60% in 2024 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Mirabaud & Cie SA reported 20,303 shares, equal to 2.50% of portfolio, with an estimated market value of $6.1M.

What does the chart on this V ownership page compare?

The chart compares Mirabaud & Cie SA's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mirabaud & Cie SA time their V position?

Based on 13F filing dates vs. subsequent V price moves, Mirabaud & Cie SA correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on V relative to SPY over the holding period was -5.0%.

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