Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Visa Inc. (V)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 14.66 SEC
2024   Q4 358,393 14.66 Reduce 11.06% 1.59 $316.04 $113,266,000 SEC
2024   Q3 402,969 14.34 Add 83.73% 6.54 $274.95 $110,796,000 SEC
2024   Q2 219,329 6.75 Reduce 27.41% 2.63 $262.47 $57,567,000 SEC
2024   Q1 302,167 9.60 Reduce 17.58% 2.00 $279.08 $84,329,000 SEC
2023   Q4 366,637 11.35 Reduce 8.22% 0.96 $260.35 $95,454,000 SEC
2023   Q3 399,482 11.66 $230.01 $91,885,000 SEC
2023   Q2 399,482 12.23 $237.48 $94,869,000 SEC
2023   Q1 399,482 13.14 Reduce 14.42% 2.31 $225.46 $90,067,000 SEC
2022   Q4 466,776 16.04 $207.76 $96,977,000 SEC
2022   Q3 466,776 14.60 Reduce 3.50% 0.51 $177.65 $82,923,000 SEC
2022   Q2 483,707 14.56 Reduce 12.84% 1.96 $196.89 $95,237,000 SEC
2022   Q1 554,983 15.24 $221.77 $123,079,000 SEC
2021   Q4 554,983 13.55 Add 22.11% 2.45 $216.71 $120,270,000 SEC
2021   Q3 454,500 11.04 $222.75 $101,240,000 SEC
2021   Q2 454,500 11.53 $233.82 $106,271,000 SEC
2021   Q1 454,500 11.93 Reduce 24.00% 3.83 $211.73 $96,232,000 SEC
2020   Q4 598,000 15.95 Reduce 8.00% 0.88 $218.73 $130,801,000 SEC
2020   Q3 650,000 11.03 $199.97 $129,981,000 SEC
2020   Q2 650,000 12.10 $193.17 $125,560,000 SEC
2020   Q1 650,000 11.67 Add 18.18% 1.80 $161.12 $104,728,000 SEC
2019   Q4 550,000 8.89 Reduce 9.44% 0.94 $187.90 $103,345,000 SEC
2019   Q3 607,300 10.01 $172.01 $104,462,000 SEC
2019   Q2 607,300 10.66 $173.55 $105,397,000 SEC
2019   Q1 607,300 10.96 Add 6.54% 0.67 $156.19 $94,854,000 SEC
2018   Q4 570,000 9.20 Add 14.00% 1.13 $131.94 $75,206,000 SEC
2018   Q3 500,000 7.80 $150.09 $75,045,000 SEC
2018   Q2 500,000 6.99 $132.45 $66,225,000 SEC
2018   Q1 500,000 6.72 $119.62 $59,810,000 SEC
2017   Q4 500,000 6.46 $114.02 $57,010,000 SEC
2017   Q3 500,000 6.38 $105.24 $52,620,000 SEC
2017   Q2 500,000 6.15 $93.78 $46,890,000 SEC
2017   Q1 500,000 5.91 $88.87 $44,435,000 SEC
2016   Q4 500,000 6.62 Reduce 27.79% 2.51 $78.02 $39,010,000 SEC
2016   Q3 692,400 9.02 Reduce 1.09% 0.10 $82.70 $57,261,000 SEC
2016   Q2 700,000 9.32 $74.17 $51,919,000 SEC
2016   Q1 700,000 9.66 Buy 9.66 $76.48 $53,536,000 SEC