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Disclosed positions
Watershed Asset Management, L.L.C.: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- VISA INC
- Ticker
- V
- Class
- COM CL A
- Reported value
- $5,352,204
- Reported amount
- 15,600
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000935836-26-000411Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VISA INC | V | COM CL A | $5,352,204 | 15,600 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $5,283,871 | 63,091 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $4,587,444 | 9,150 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,480,792 | 18,800 | SH | None |
| MOODYS CORP | MCO | COM | $4,189,510 | 9,250 | SH | None |
| ISHARES INC | EWW | MSCI MEXICO ETF | $4,026,945 | 53,500 | SH | None |
| META PLATFORMS INC | META | CL A | $3,597,733 | 6,387 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $3,534,018 | 7,400 | SH | None |
| INVESCO EXCH TRADED FD TR II | TAN | SOLAR ETF | $3,194,100 | 54,000 | SH | None |
| SEA LTD | SE | SPONSORD ADS | $2,711,989 | 28,300 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $2,711,250 | 3,750 | SH | None |
| REPLIGEN CORP | RGEN | COM | $2,565,072 | 18,800 | SH | None |
| ISHARES TR | INDA | MSCI INDIA ETF | $2,469,500 | 50,000 | SH | None |
| DOORDASH INC | DASH | CL A | $2,417,343 | 13,100 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $2,383,020 | 6,000 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $2,295,018 | 20,100 | SH | None |
| KLA CORP | KLAC | COM NEW | $2,232,654 | 7,400 | SH | None |
| WARBY PARKER INC | WRBY | CL A COM | $2,138,970 | 70,500 | SH | None |
| TERADYNE INC | TER | COM | $2,104,704 | 4,350 | SH | None |
| CRANE NXT CO | CXT | COM | $625,073 | 12,218 | SH | None |
| QUALYS INC | QLYS | COM | $600,281 | 4,366 | SH | None |
| PAGAYA TECHNOLOGIES LTD | PGY | CL A NEW | $598,600 | 32,800 | SH | None |
| INSIGHT ENTERPRISES INC | NSIT | COM | $596,698 | 4,899 | SH | None |
| RINGCENTRAL INC | RNG | CL A | $596,277 | 15,297 | SH | None |
| CONSENSUS CLOUD SOLUTIONS IN | CCSI | COM | $594,835 | 15,592 | SH | None |
| CDW CORP | CDW | COM | $585,062 | 4,160 | SH | None |
| EURONET WORLDWIDE INC | EEFT | COM | $581,861 | 7,950 | SH | None |
| GODADDY INC | GDDY | CL A | $581,258 | 6,848 | SH | None |
| FIVE9 INC | FIVN | COM | $579,286 | 27,171 | SH | None |
| AMKOR TECHNOLOGY INC | AMKR | COM | $579,121 | 6,716 | SH | None |
| DAVITA INC | DVA | COM | $576,223 | 2,590 | SH | None |
| BLACKBAUD INC | BLKB | COM | $574,391 | 19,392 | SH | None |
| WEX INC | WEX | COM | $570,427 | 4,043 | SH | None |
| CARGURUS INC | CARG | COM CL A | $568,826 | 16,686 | SH | None |
| ADOBE INC | ADBE | COM | $565,650 | 2,759 | SH | None |
| JABIL INC | JBL | COM | $564,343 | 1,464 | SH | None |
| VIEMED HEALTHCARE INC | VMD | COM | $564,152 | 49,487 | SH | None |
| PHOTRONICS INC | PLAB | COM | $563,420 | 17,320 | SH | None |
| PC CONNECTION INC | CNXN | COM | $560,563 | 7,680 | SH | None |
| DIEBOLD NIXDORF INC | DBD | COM SHS | $558,751 | 6,572 | SH | None |
| EPLUS INC | PLUS | COM | $557,558 | 6,699 | SH | None |
| KEARNY FINL CORP MD | KRNY | COM | $557,345 | 58,916 | SH | None |
| CASS INFORMATION SYS INC | CASS | COM | $554,615 | 10,807 | SH | None |
| CORPAY INC | CPAY | COM SHS | $553,228 | 1,660 | SH | None |
| IBEX LTD | IBEX | SHS NEW | $547,176 | 18,017 | SH | None |
| BELDEN INC | BDC | COM | $546,670 | 4,559 | SH | None |
| SALESFORCE INC | CRM | COM | $546,430 | 3,488 | SH | None |
| SKYWEST INC | SKYW | COM | $545,520 | 5,492 | SH | None |
| OSI SYSTEMS INC | OSIS | COM | $543,470 | 2,485 | SH | None |
| COLLEGIUM PHARMACEUTICAL INC | COLL | COM | $541,914 | 14,970 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.