Should You Continue Holding Visa (V)?

Should You Continue Holding Visa (V)? Soumya Eswaran Thu, June 11, 2026 at 9:40 PM GMT+7 3 min read V CL=F The London Company released its Q1 2026 investor letter for “The London Company Large Cap Strategy”. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. A copy of the letter is available to download here. The year started positively with a broad rally, but sentiment reversed in March due to the Iran conflict. Crude oil prices rose, raising inflation concerns and shifting the Fed s outlook from rate cuts to hikes. Large-cap growth suffered double-digit losses amid weakness in Big Tech and AI concerns in software. Sector dispersion was extreme; Energy surged over 35%, while Tech fell over 9%. The London Company Large Cap portfolio returned 2.6% (2.4% net) in the quarter, outperforming the Russell 1000 s 4.2% decline, supported by stock selection and sector exposure. The strategy s quality, high active share, and downside resilience were effective in an unsettled market. The firm views the recent setback as a pause in a multi-year cycle, not a reversal. In addition, please check the Strategy’s top five holdings to know its best picks in 2026.

In its first-quarter 2026 investor letter, The London Company Large Cap Strategy highlighted Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On June 10, 2026, Visa Inc. (NYSE:V) closed at $322.96 per share. One-month return of Visa Inc. (NYSE:V) was 0.14%, and its shares lost 13.04% over the past 52 weeks. Visa Inc. (NYSE:V) has a market capitalization of $614.19 billion.

The London Company Large Cap Strategy stated the following regarding Visa Inc. (NYSE:V) in its Q1 2026 investor letter: