In a significant portfolio shift, Farallon Capital Management liquidated its entire holding in Visa Inc. during the second quarter of 2026. The sale involved over 840,000 shares, which were valued at approximately $254.10 million at the end of the prior quarter. This exit brought the major investment firm's stake in the global payments giant from a 1.45% portfolio weight down to zero.
This trade information comes from a quarterly 13F report filed with the SEC on August 14, 2026, which discloses positions held as of June 30. Such filings are delayed, meaning the trades occurred sometime between April 1 and the end of June. The sale took place during a quarter where Visa reported strong financial results, with a 17% increase in year-over-year net revenue.