AltaRock Partners, a concentrated investment firm, significantly increased its stake in Visa (V) by 67.74% during the second quarter of 2026. The firm added over 337,000 shares, bringing its total to 836,470. This raised the reported market value of its position to nearly $287 million, making the payment giant its fifth-largest holding with a 6.77% portfolio weight.
This trade information comes from a quarterly 13F filing, which discloses positions held as of June 30, 2026, and was made public on August 17. The move occurred during a quarter where Visa reported strong financial results, with a 17% year-over-year revenue increase to $11.2 billion and a new $20 billion share repurchase program authorization.