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Equibles

POLEN CAPITAL MANAGEMENT LLC

Position in V — Visa Inc.

CIK 1034524 Boca Raton, FL
Back to V Full portfolio

Position in V

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$619,489,136
-$119,717,366 QoQ
Shares Held
1,805,617
-26.2% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
5.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $1,207,905,693 across 4 Credit Services names. V ranks #1 (51.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page 		1,805,617 $619,489,136
2 MA
Mastercard Inc
 1,141,958 $586,509,628
3 SOFI
SoFi Technologies, Inc.
 65,611 $1,176,405
4 AFRM
Affirm Holdings, Inc.
 8,958 $730,524

All Filings in V

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $619,489,136 1,805,617
2026-03-31 $739,206,502 2,445,760
2025-12-31 $1,183,766,192 3,375,342
2025-09-30 $1,481,665,669 4,340,224
2025-06-30 $1,992,220,344 5,611,098
2025-03-31 $2,111,069,406 6,023,710
2024-12-31 $2,079,142,777 6,578,733
2024-09-30 $1,995,515,887 7,257,741
2024-06-30 $2,099,135,846 7,997,622
2024-03-31 $2,342,176,109 8,392,490
2023-12-31 $1,898,415,183 7,291,781
2023-09-30 $1,740,984,331 7,569,168
2023-06-30 $1,865,767,082 7,856,523
2023-03-31 $1,819,310,916 8,069,329
2022-12-31 $1,798,104,627 8,654,720
2022-09-30 $1,805,842,095 10,165,168
2022-06-30 $2,456,898,953 12,478,536
2022-03-31 $2,881,542,326 12,993,382
2021-12-31 $2,490,710,875 11,493,290
2021-09-30 $2,430,226,111 10,910,106
2021-06-30 $2,402,691,297 10,275,816
2021-03-31 $2,080,636,198 9,826,837
2020-12-31 $2,101,720,793 9,608,745
2020-09-30 $1,864,300,712 9,322,902
2020-06-30 $1,734,045,558 8,976,785
2020-03-31 $1,312,468,374 8,145,906