MA
Mastercard Inc - A
20 super-investors hold MA worth a combined $5.37B. The largest position: Valley Forge Capital Management at 22.0% of their portfolio. This quarter the cohort logged 3 buys and 2 sells on the name. Cohort Conviction Score: 66 — ranked #14 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own MA
MA commands 20 positions across the cohort — up sharply from a floor of 10 just two quarters ago — with $5.4B in combined exposure and some of the deepest single-portfolio concentrations in any stock we track. Valley Forge Capital Management and Chuck Akre are the defining holders, carrying MA at 22.0% and 18.6% of their respective portfolios, with Akre's position alone worth $1.1B. In 2026Q1, Christopher Bloomstran and Triple Frond Partners initiated new positions, and AKO Capital added, while Akre and Stephen Mandel trimmed modestly — a pattern consistent with long-term holders harvesting gains rather than losing conviction. With owner count rising from 10 to 13 over three quarters and no exits recorded, cohort interest in MA is clearly expanding.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Livforsakringsbolaget Skandia Omsesidigt Boosts Stock Position in Mastercard Incorporated $MAMarketBeat ·
- Mastercard Incorporated $MA Shares Sold by Sanctuary Advisors LLCMarketBeat ·
- Baird Raises PT on Mastercard (MA) StockYahoo Finance ·
- Barclays Initiates Mastercard (MA) Coverage at OverweightYahoo Finance ·
- TD Cowen raises UnitedHealth stock price target to $430 on MA trendsInvesting.com ·
- Which Stock Is a Better Buy? Visa or Mastercard?The Globe and Mail ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (20) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chuck Akre | 18.6% | 40q | $1.14B | 2,281,106 |
| 2 | Thomas Russo | 9.1% | 40q | $777M | 1,555,141 |
| 3 | Polen Capital Management | 5.3% | 40q | $770M | 1,541,388 |
| 4 | Valley Forge Capital Management | 22.0% | 38q | $743M | 1,487,496 |
| 5 | Joel Greenblatt | 0.4% | 40q | $562M | 1,125,671 |
| 6 | AltaRock Partners | 6.3% | 40q | $261M | 522,836 |
| 7 | Jensen Investment Management | 4.8% | 40q | $245M | 490,929 |
| 8 | John Armitage | 2.5% | 40q | $230M | 459,652 |
| 9 | Vulcan Value Partners | 5.1% | 40q | $191M | 383,179 |
| 10 | Thomas Gayner | 0.9% | 40q | $104M | 207,540 |
| 11 | Triple Frond Partners | 9.1% | 17q | $88M | 175,472 |
| 12 | AKO Capital | 1.5% | 2q | $78M | 155,592 |
| 13 | Wallace Weitz | 5.1% | 40q | $73M | 147,000 |
| 14 | Bill Nygren | 0.1% | 40q | $59M | 118,615 |
| 15 | Stephen Mandel | 0.2% | 28q | $29M | 57,201 |
| 16 | Francois Rochon | 0.5% | 40q | $14M | 28,066 |
| 17 | Yacktman Asset Management | 0.1% | 25q | $6M | 11,670 |
| 18 | Christopher Bloomstran | <0.1% | — 1q | $329K | 658 |
| 19 | Mairs & Power Funds | <0.1% | 34q | $260K | 520 |
| 20 | Glenn Greenberg | <0.1% | 11q | $211K | 422 |
- 1Chuck Akreport18.6%val$1.14B2,281,106 sh·40q held
- 2Thomas Russoport9.1%val$777M1,555,141 sh·40q held
- 3Polen Capital Managementport5.3%val$770M1,541,388 sh·40q held
- 4Valley Forge Capital Managementport22.0%val$743M1,487,496 sh·38q held
- 5Joel Greenblattport0.4%val$562M1,125,671 sh·40q held
- 6AltaRock Partnersport6.3%val$261M522,836 sh·40q held
- 7Jensen Investment Managementport4.8%val$245M490,929 sh·40q held
- 8John Armitageport2.5%val$230M459,652 sh·40q held
- 9Vulcan Value Partnersport5.1%val$191M383,179 sh·40q held
- 10Thomas Gaynerport0.9%val$104M207,540 sh·40q held
- 11Triple Frond Partnersport9.1%val$88M175,472 sh·17q held
- 12AKO Capitalport1.5%val$78M155,592 sh·2q held
- 13Wallace Weitzport5.1%val$73M147,000 sh·40q held
- 14Bill Nygrenport0.1%val$59M118,615 sh·40q held
- 15Stephen Mandelport0.2%val$29M57,201 sh·28q held
- 16Francois Rochonport0.5%val$14M28,066 sh·40q held
- 17Yacktman Asset Managementport0.1%val$6M11,670 sh·25q held
- 18Christopher Bloomstranport<0.1%val$329K658 sh·—1q held
- 19Mairs & Power Fundsport<0.1%val$260K520 sh·34q held
- 20Glenn Greenbergport<0.1%val$211K422 sh·11q held
Owners of MA also hold
Recent activity (5)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | ADD | 1.5% | +55% | $78M | May 15, 2026 |
| Christopher Bloomstran | NEW | <0.1% | +100% | $329K | May 15, 2026 |
| Stephen Mandel | TRIM | 0.2% | -41% | $29M | May 15, 2026 |
| Triple Frond Partners | NEW | 9.1% | +100% | $88M | May 15, 2026 |
| Chuck Akre | TRIM | 18.6% | -24% | $1.14B | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 57636Q104. Not investment advice.