Position
SUMMITRY LLC 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 −$9.44M$350.71 → $302.24
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 194.8K | $68.3M | — | — | — | 2.8% |
| Q1 2026 | 364.5K | $110.2M | $302.24 | −$9.44M | $51.3M | 3.9% |