Position
Baupost in Visa Inc.
Back to the book · All holders of V
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $28.6K$0.30 → $0.34
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q1 2026 | 701.4K | $212K | — | — | — | 4.1% |
| Q2 2026 | 701.4K | $240.6K | $0.34 | $28.6K | $0 | 4.4% |