MA
Mastercard Inc - A
21 of the 83 super-investors we track hold MA, worth a combined $5.37B per their latest 13F filings. The largest position: Chuck Akre at 20.0% of their portfolio. This quarter the cohort logged 5 buys and 3 sells on the name. Conviction score: 66 of 100 (how strongly the cohort backs it) — ranked #14 of 742 stocks. The stock is up 7.8x since a tracked investor first held it at conviction size (Q1 2014 or earlier).
Held through it: Chuck Akre (49q straight), Valley Forge Capital Management (38q straight), AltaRock Partners (46q straight) and 23 more. All multibaggers the cohort held →
Why super-investors own MA
MA is held by 21 super-investors in our cohort, with a combined position value of $5.4B. The highest-conviction owner is Chuck Akre at 20.0% of their portfolio. Cohort ownership has grown from 18 to 21 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 4 added, 2 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Nichols & Pratt Advisers LLP MA Boosts Stock Position in Synopsys, Inc. $SNPSMarketBeat ·
- How Investors Are Reacting To Mastercard (MA) Pushing Into Syria And New Cross-Border Payment Railssimplywall.st ·
- Is Mastercard an Undervalued Stock to Buy?The Globe and Mail ·
- Understanding the Setup: (MA) and Scalable RiskStock Traders Daily ·
- Should Mastercard’s (MA) Syria Re-entry and Travel Perks Shift Its Cross-Border Growth Narrative?Yahoo Finance ·
- IREN Stock Heads For Ninth Straight Loss: $50M-A-Year NBA Spends, $788M Co-Founder Pay Packet Leave Retail UnimpressedStocktwits ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (21) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chuck Akre | 20.0% | 40q | $1.02B | 1,989,906 |
| 2 | Thomas Russo | 8.8% | 40q | $782M | 1,522,395 |
| 3 | Joel Greenblatt | 0.4% | 40q | $754M | 1,467,770 |
| 4 | Polen Capital Management | 5.1% | 40q | $587M | 1,141,958 |
| 5 | Valley Forge Capital Management | 17.6% | 39q | $547M | 1,065,934 |
| 6 | AltaRock Partners | 9.3% | 40q | $393M | 764,507 |
| 7 | Vulcan Value Partners | 7.9% | 40q | $258M | 502,961 |
| 8 | Terry Smith | 4.5% | 14q | $202M | 392,933 |
| 9 | John Armitage | 1.8% | 40q | $187M | 363,490 |
| 10 | Jensen Investment Management | 4.3% | 40q | $179M | 347,714 |
| 11 | Thomas Gayner | 0.8% | 40q | $107M | 207,540 |
| 12 | AKO Capital | 2.3% | 3q | $98M | 189,941 |
| 13 | Triple Frond Partners | 8.0% | 18q | $90M | 175,472 |
| 14 | Wallace Weitz | 5.2% | 40q | $75M | 145,350 |
| 15 | Bill Nygren | 0.1% | 40q | $52M | 100,993 |
| 16 | Guy Spier | 14.3% | 16q | $21M | 40,000 |
| 17 | Francois Rochon | 0.5% | 40q | $15M | 28,816 |
| 18 | Yacktman Asset Management | 0.1% | 26q | $6M | 11,670 |
| 19 | Glenn Greenberg | <0.1% | 12q | $602K | 1,172 |
| 20 | Christopher Bloomstran | <0.1% | 2q | $338K | 658 |
| 21 | Mairs & Power Funds | <0.1% | 35q | $203K | 395 |
- 1Chuck Akreport20.0%val$1.02B1,989,906 sh·40q held
- 2Thomas Russoport8.8%val$782M1,522,395 sh·40q held
- 3Joel Greenblattport0.4%val$754M1,467,770 sh·40q held
- 4Polen Capital Managementport5.1%val$587M1,141,958 sh·40q held
- 5Valley Forge Capital Managementport17.6%val$547M1,065,934 sh·39q held
- 6AltaRock Partnersport9.3%val$393M764,507 sh·40q held
- 7Vulcan Value Partnersport7.9%val$258M502,961 sh·40q held
- 8Terry Smithport4.5%val$202M392,933 sh·14q held
- 9John Armitageport1.8%val$187M363,490 sh·40q held
- 10Jensen Investment Managementport4.3%val$179M347,714 sh·40q held
- 11Thomas Gaynerport0.8%val$107M207,540 sh·40q held
- 12AKO Capitalport2.3%val$98M189,941 sh·3q held
- 13Triple Frond Partnersport8.0%val$90M175,472 sh·18q held
- 14Wallace Weitzport5.2%val$75M145,350 sh·40q held
- 15Bill Nygrenport0.1%val$52M100,993 sh·40q held
- 16Guy Spierport14.3%val$21M40,000 sh·16q held
- 17Francois Rochonport0.5%val$15M28,816 sh·40q held
- 18Yacktman Asset Managementport0.1%val$6M11,670 sh·26q held
- 19Glenn Greenbergport<0.1%val$602K1,172 sh·12q held
- 20Christopher Bloomstranport<0.1%val$338K658 sh·2q held
- 21Mairs & Power Fundsport<0.1%val$203K395 sh·35q held
Owners of MA also hold
Congress is trading MA
Congress tracker →- Michael T. McCaulbought$1,001 - $15,000 · 2026-06-29
- Michael T. McCaulbought$1,001 - $15,000 · 2026-06-15
- Michael T. McCaulbought$1,001 - $15,000 · 2026-06-10
- Michael T. McCaulsold$15,001 - $50,000 · 2026-06-09
- Thomas H Tubervillesold$15,001 - $50,000 · 2026-06-08
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-06-05
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (8)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AltaRock Partners | ADD | 9.3% | +46% | $393M | Aug 17, 2026 |
| Glenn Greenberg | ADD | <0.1% | +178% | $602K | Aug 14, 2026 |
| Stephen Mandel | EXIT | 0.2% | -100% | $0 | Aug 14, 2026 |
| Terry Smith | NEW | 4.5% | +100% | $202M | Aug 14, 2026 |
| Valley Forge Capital Management | TRIM | 17.6% | -28% | $547M | Aug 14, 2026 |
| AKO Capital | ADD | 2.3% | +22% | $98M | Aug 12, 2026 |
| Vulcan Value Partners | ADD | 7.9% | +31% | $258M | Aug 10, 2026 |
| John Armitage | TRIM | 1.8% | -21% | $187M | Jul 21, 2026 |
- ADDAltaRock Partners9.3%Δ +46%·$393M·filed Aug 17, 2026
- ADDGlenn Greenberg<0.1%Δ +178%·$602K·filed Aug 14, 2026
- EXITStephen Mandel0.2%Δ -100%·$0·filed Aug 14, 2026
- NEWTerry Smith4.5%Δ +100%·$202M·filed Aug 14, 2026
- TRIMValley Forge Capital Management17.6%Δ -28%·$547M·filed Aug 14, 2026
- ADDAKO Capital2.3%Δ +22%·$98M·filed Aug 12, 2026
- ADDVulcan Value Partners7.9%Δ +31%·$258M·filed Aug 10, 2026
- TRIMJohn Armitage1.8%Δ -21%·$187M·filed Jul 21, 2026
Long US equity 13F-HR filings only. CUSIP 57636Q104. Not investment advice.