François Rochon trimmed V · VISA INC.
$134M · now 4.6% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 12
43 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$425 now
OUR VALUE
$425 today
low $218mid $291high $364
3 models, as of 2026-11-12.
They sold above our value.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。