Secure Credentials Cement Visa'nın (V) Agentic AI Döneminde Ödeme Bekçisi Rolü

Secure Credentials Cement Visa’s (V) Role as Payment Gatekeeper in Agentic AI Era

Mon, August 24, 2026 at 2:16 PM GMT+3 3 min read

• V +1.45%

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned 5.7% after fees, underperforming its benchmark by 8.1%, while the Class C (Hedged) gained 6.7%, 8.4% less than its benchmark. The June quarter continued to reflect an unusual year, marked by significant share price increases among AI infrastructure companies, particularly semiconductor producers and data center suppliers. Economic sectors like banks and commodity producers saw gains, but the firm chose not to invest due to their cyclicality and low growth prospects. Conversely, concerns about enterprise software and data companies, challenged by AI, negatively impacted performance. The letter outlined potential incremental opportunities for portfolio companies through AI. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.

In its Q2 2026 investor letter, Aoris Investment Management 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 August 21, 2026, Visa Inc. (NYSE:V) closed at $371.04 per share, reflecting a market capitalization of $692.74 billion. Visa Inc. (NYSE:V) posted a one‑month return of 2.35%, while its shares gained 6.37% over the past 52 weeks.

Aoris Investment Management stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor letter:

"Visa Inc. (NYSE:V) is the world's largest payment network, enabling consumers and businesses to transact with over 130 million merchants globally in a convenient and secure way. It earns 70% of its revenue by charging fixed and percentage-based fees on transactions processed over its network. The other 30% comes from a range of payment-related services that help financial institutions and merchants to reduce fraud, improve back-office efficiency, increase sales and deepen customer loyalty.

If AI agents start making purchases on behalf of consumers and businesses, which is known as agentic commerce, then Visa's secure credentials, fraud controls, acceptance, dispute resolution and trusted network rules will become increasingly important. More digital commerce usually means more transactions, which would benefit Visa's transaction-based fees. Agentic commerce may also accelerate Visa's market share gains against domestic card networks like Eftpos, many of which still aren't accepted for online purchases..." (Click here to read the full text)

Visa Inc. (NYSE:V) ranks 9 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 181 hedge fund portfolios held Visa Inc. (NYSE:V) at the end of the first quarter, compared to 184 in the previous quarter. While we acknowledge the potential of Visa Inc. (NYSE:V) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Visa Inc. (NYSE:V) and shared Pershing Square Holdings' perspective on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.