Zweig-DiMenna Associates LLC V — VISA INC CLASS A COM STK COMMON STOCK

Ownership history in Zweig-DiMenna Associates LLC  ·  59 quarters on record

AI Ownership Summary

Zweig-DiMenna Associates LLC reported VISA INC CLASS A COM STK COMMON STOCK (V) in 59 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.79% in 2026 Q1. The latest visible filing shows V at 2.79% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Zweig-DiMenna Associates LLC's position in VISA INC CLASS A COM STK COMMON STOCK, 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 2.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.79% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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 Zweig-DiMenna Associates LLC fund profile Zweig-DiMenna Associates LLC full holdings
How Zweig-DiMenna Associates LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 66,700 +11,303 +20.4% 2.79% $20.2M 2026-05-05 $321.36
2025 Q4 ADDED — — — 55,397 +13,600 +32.5% 1.21% $19.4M 2026-02-10 $327.49
2025 Q3 REDUCED 13.1% +4.1% ❌ 41,797 -6,300 -13.1% 1.00% $14.3M 2025-11-07 $333.97
2025 Q2 ADDED — — — 48,097 +3,000 +6.7% 1.62% $17.1M 2025-08-05 $334.79
2025 Q1 ADDED — — — 45,097 +2,867 +6.8% 2.50% $15.8M 2025-05-07 $346.53
2024 Q4 REDUCED 10.6% +11.1% ❌ 42,230 -5,000 -10.6% 1.00% $13.3M 2025-01-21 $320.02
2024 Q3 ADDED — — — 47,230 +100 +0.2% 1.31% $13.0M 2024-10-23 $280.06
2024 Q2 REDUCED 18.5% +5.0% ❌ 47,130 -10,667 -18.5% 1.39% $12.4M 2024-07-24 $250.36
2024 Q1 REDUCED — — — 57,797 -393 -0.7% 1.41% $16.1M 2024-04-29 $267.27
2023 Q4 ADDED — — — 58,190 +9,500 +19.5% 1.71% $15.1M 2024-01-25 $267.53
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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 Zweig-DiMenna Associates LLC and V

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

How long has Zweig-DiMenna Associates LLC reported owning V?

Zweig-DiMenna Associates LLC reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in Zweig-DiMenna Associates LLC's portfolio?

The largest reported portfolio weight for V was 2.79% in 2026 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Zweig-DiMenna Associates LLC reported 66,700 shares, equal to 2.79% of portfolio, with an estimated market value of $20.2M.

What does the chart on this V ownership page compare?

The chart compares Zweig-DiMenna Associates LLC'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 Zweig-DiMenna Associates LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, Zweig-DiMenna Associates LLC correctly timed 30 out of 58 reported position changes (52%). The annualised alpha on V relative to SPY over the holding period was +4.2%.

← Back to Zweig-DiMenna Associates LLC Holdings