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MA

Mastercard Incorporated · XNYS

Season
Q2 2026 · as of Jun 30
Holders
27 of 97 filed · prev 25
Median weight
0.81%
Sector
Technology
Type
equity · US

Moves16 this quarter

Streakslongest holders · 53 quarters on record

  1. Akre John Neff, portfolio manager 20.0%53+ quarters
  2. Polen Dan Davidowitz, portfolio manager 5.0%53+ quarters
  3. Baillie 0.8%53+ quarters
  4. Oakmark Bill Nygren, CIO 0.1%53+ quarters
  5. Baron Ron Baron, CEO 0.1%53+ quarters

The record for MA begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding27 Q2 2026

Largest weight20.0% Q2 2026

Holders27 of 97 filed · 1 exited

AkreJohn Neff, portfolio manager20.01%1,989,906$1.0Btrimmed−13%−1.37 pp53+ q
Valley ForgeDev Kantesaria, founder17.57%1,065,934$547Mtrimmed−28%−4.45 pp39 q
AltaRockMark Massey, founder9.26%764,507$393Madded+46%+2.93 pp47 q
RussoTimothy Quinn, portfolio manager8.76%1,522,395$782Mtrimmed−2%−0.39 pp27 q
Triple FrondStuart McLaughlin, portfolio manager8.04%175,472$90Mheld—2 q
VulcanC.T. Fitzpatrick, CIO7.86%502,961$258Madded+31%+2.78 pp33 q
PershingBill Ackman, portfolio manager5.61%2,124,646$1.1Bnew+5.61 ppnew
WeitzBrad Hinton, CIO5.17%145,350$75Mtrimmed−1%—47 q
PolenDan Davidowitz, portfolio manager5.05%1,141,958$587Mtrimmed−26%−0.28 pp53+ q
FundsmithTerry Smith, founder4.63%1,637,984$841Mnew+4.63 ppnew
JensenRobert McIver, CEO4.33%347,714$179Mtrimmed−29%−0.51 pp44 q
AKOPatrick Hargreaves, CEO2.27%189,941$98Madded+22%+0.75 pp3 q
EgertonJohn Armitage, CIO1.80%363,490$187Mtrimmed−21%−0.75 pp49 q
MarkelTom Gayner, CEO0.81%207,540$107Mheld—46 q
Baillie0.80%1,726,830$887Madded+26%+0.10 pp53+ q
GivernyFrançois Rochon, CEO0.50%28,816$15Madded+3%—46 q
AtreidesGavin Baker, founder0.43%93,629$48Madded+89%+0.17 pp11 q
PARPaul Reeder, founder0.38%30,000$15Mnew+0.38 ppnew
SorosDawn Fitzpatrick, CIO0.26%30,452$16Mheld—2 q
PRIMECAPJoel Fried, portfolio manager0.20%654,691$336Madded+12%—27 q
CenturyArnold Van Den Berg, CIO0.17%1,553$797,621trimmed−2%—19 q
OakmarkBill Nygren, CIO0.07%100,993$52Mtrimmed−15%—53+ q
YacktmanStephen Yacktman, CIO0.07%11,670$6Mheld—26 q
BaronRon Baron, CEO0.06%79,709$41Mtrimmed−0%−0.06 pp53+ q
SemperChristopher Bloomstran, CIO0.04%658$338,038held—2 q
GreenbergGlenn Greenberg, portfolio manager0.01%1,172$601,939added×2.8—8 q
MairsAndrew Adams, CIO0.00%395$202,872trimmed−24%—35 q
Lone PineDavid Craver, CIO———exited−0.23 pp—