Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

MA · Mastercard Inc (Class A) · Form 13F filings for Q2 2026

Mastercard

22 of 76 investors hold it

Together they reported $5.8 billion of it. In Q2 2026, 6 added and 6 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

6added or opened

Bill AckmanNew positionTerry SmithNew positionGlenn Greenberg+178%AltaRock Partners+46.2%Vulcan Value Partners+31.3%AKO Capital+22.1%

6reduced or sold out

Stephen MandelSold outJensen Investment Management−29.2%Valley Forge Capital Management−28.3%Polen Capital Management−25.9%Mairs & Power Funds−24.0%John Armitage−20.9%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
Chuck Akre20.01%$1.02BNo change of 20%
Valley Forge Capital Management17.57%$547M−28.3%
Guy Spier14.26%$21MNo change of 20%
AltaRock Partners9.26%$393M+46.2%
Thomas Russo8.76%$782MNo change of 20%
Triple Frond Partners8.04%$90MNo change of 20%
Vulcan Value Partners7.86%$258M+31.3%
Bill Ackman5.61%$1.09BNew position
Wallace Weitz5.17%$75MNo change of 20%
Polen Capital Management5.05%$587M−25.9%
Terry Smith4.47%$202MNew position
Jensen Investment Management4.33%$179M−29.2%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

20Q3 ’24
20Q4 ’24
20Q1 ’25
19Q2 ’25
18Q3 ’25
20Q4 ’25
21Q1 ’26
22Q2 ’26

Where to next

Bill AckmanLargest holder by dollars: $1.09B →Chuck AkreHighest conviction: 20.01% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 57636Q104 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing