Top 10 Stocks to Buy According to Lakehouse Capital

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5. Visa Inc. (NYSE:V)

Lakehouse Capital’s Equity Stake: $12.7 Million

Number of Hedge Fund Holders: 165

Visa Inc. (NYSE:V) is one of the Top 10 Stocks to Buy According to Lakehouse Capital. VGS has announced an expansion of its successful, long-term partnership with Visa Inc. (NYSE:V). Further strengthening the years of product partnership and shared achievements, VGS will be the preferred pilot partner with Visa via the Visa Intelligent Commerce program, supporting to pioneer future of AI commerce. Notably, VGS powers 4.5 billion tokens globally, several of which are Visa cards, for some of the largest platforms, merchants, FIs, and Fintechs.

This strategic partnership for payments tokenization has been evolving into a foundational infrastructure to allow for AI and Agent-driven commerce experiences. This emerging ecosystem is often known as Agentic Commerce. Visa Inc. (NYSE:V)’s healthy 9% Q2 2025 net revenue growth was supported by strong trends in payments volume, cross-border volume, and processed transactions. Notably, the consumer spending was resilient, despite the macroeconomic uncertainty. For Q3 2025, Visa Inc. (NYSE:V) is expected to see low double-digit YoY growth in net revenue, while EPS growth is anticipated to be in the high teens.

Parnassus Investments, an investment management company, released its Q1 2025 investor letter. Here is what the fund said:

“Visa Inc. (NYSE:V) reported quarterly earnings that topped consensus expectations and issued optimistic guidance at its latest Investor Day. In a market environment where investors turned to more defensive options, Visa benefited from being relatively resilient for a payments stock, given its domestic debit card exposure, which is primarily grocery related.”

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