Here’s why Visa(V) was reduced in Q2
Aristotle Atlantic Partners, LLCInvestment Advisor released a 2025 investor letter for the second quarter of the “Focus Growth Strategy.” A copy of a letter can do so I downloaded it from here. The US stock market regained strength in the second quarter following initial volatility, with the S&P 500 index rising 10.94%. The Bloomberg US Total Bond Index also rose 1.21% during the quarter. Aristotle Atlantic’s Focus Growth Strategy returned 17.70% fees (17.67% fees) for the quarter, down from the Russell 1000 Growth Index’s 17.84% total revenue. Plus, you can check out our top 5 holdings for funds to determine the best picks of 2025.
In a second quarter of 2025 investor letter, Aristotle Atlantic Focus Growth Strategy highlighted stocks such as Visa Inc. (NYSE:v). Headquartered in San Francisco, California, Visa Inc. (NYSE:V) is a payment technology company. Visa Inc. (NYSE:V)’s one-month return was 0.20%, with its shares earning 32.54% of its value over the past 52 weeks. On July 21, 2025, Visa Inc. (NYSE: V) closed at $350.94 per share, with a market capitalization of $68.5561 billion.
Aristotle Atlantic Focus Growth Strategy mentioned the following about Visa Inc. (NYSE:V) in its second quarter 2025 investor letter:
“Visa Inc. (NYSE: V) Slight relative performance in the second quarter due to growing concern that Stablecoins could pose a long-term threat to the company’s payments business. While the adoption of stubcoin consumers remains limited at this time, we have pending laws that are deemed to be beneficial to the cryptocurrency ecosystem, and the interest of large merchants seeking the issuance of their own stable coins underscores the potential risk of disruption for some of Visa’s core network.
A close-up of a credit card being swiped on a payment device, reflecting the company’s payment technology.
Visa Inc. (NYSE:V) is in the 6th position on the list 30 Most Popular Stocks of Hedge Funds. According to our database, the 165 hedge fund portfolio held Visa Inc. (NYSE:V) at the end of the first quarter of the previous quarter. In the first quarter of 2025, Visa Inc. (NYSE:V) reported a net report of $9.5 billion Revenuean increase of 10% year-on-year. While acknowledging the potential of Visa Inc. (NYSE:V) as an investment, we believe certain AI stocks offer a greater reverse chance and pose a risk of decline. If you’re looking for a highly undervalued AI stock that can make a significant profit from the tariff and supervision trends of the Trump era, check out our free report. Best Short-Term AI Stocks.