SEC 13F Intelligence

Gobi Capital LLC / V

Gobi Capital LLC’s Visa Inc Position

Does Gobi Capital LLC own Visa Inc (V)? Not currently — the last reported position was 310.1K shares worth $66M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$66M
Q1 2021
Shares
310.1K
% of Portfolio
+4.44%
Quarters Held
7
position exited

Position History V

Reported value by quarter
Q3 ’19: $49MQ3 ’19Q4 ’19: $54MQ4 ’19Q1 ’20: $37MQ1 ’20Q2 ’20: $59MQ2 ’20Q3 ’20: $61MQ3 ’20Q4 ’20: $67MQ4 ’20Q1 ’21: $66MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021310.1K$66M+4.44%
Q4 2020305.9K$67M+5.43%
Q3 2020305.9K$61M+5.42%
Q2 2020305.9K$59M+4.33%
Q1 2020231.1K$37M+5.15%
Q4 2019288.6K$54M+7.79%
Q3 2019285.0K$49M+7.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gobi Capital LLC’s full portfolio or all institutional holders of V.