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MA - Mastercard Inc Cl A

This page shows which of the focused investors we track hold MA and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2020 it was held by 23 managers with an aggregate reported value of $8.42B, which is 1.18% of the combined portfolio.

As of Q1 2020, 23 tracked institutional managers held MA (Mastercard Inc Cl A) with an aggregate reported value of $8.42B1.18% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2020
Ticker
MA

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Thomas Russo - Gardner Russo & Quinn14.60%Reduce -6.3%5,977,556$1.44B
2Chuck Akre - Akre Capital Management13.58%Add +8.6%5,786,287$1.4B
3Warren Buffett - Berkshire Hathaway 0.68%-4,934,756$1.19B
4Polen Capital Management - Polen Capital Management5.17%Add +4.5%4,934,230$1.19B
5Bill Nygren - Oakmark Funds2.64%Reduce -6.5%3,950,971$954.4M
6Stephen Mandel - Lone Pine Capital3.31%Reduce -3.1%2,311,471$558.36M
7Vulcan Value Partners - Vulcan Value Partners4.76%Reduce -13.6%1,899,314$458.8M
8Ruane Cunniff LP - Ruane Cunniff LP4.78%Reduce -10.0%1,234,124$298.12M
9Jensen Investment Management - Jensen Investment Management2.25%Add +31.9%832,189$201.02M
10John Armitage - Egerton Capital1.84%Reduce -49.4%735,038$177.56M
11Chase Coleman - Tiger Global Management1.06%Add +16.4%728,500$175.98M
12AltaRock Partners - AltaRock Partners5.55%Reduce -8.8%361,940$87.43M
13Wallace Weitz - Weitz Investment Management3.76%Reduce -0.9%293,565$70.91M
14Triple Frond Partners - Triple Frond Partners7.47%Add +18.1%277,500$67.03M
15Thomas Gayner - Markel Asset Management0.94%Add +0.7%207,370$50.09M
16Valley Forge Capital Management - Valley Forge Capital Management8.99%Add +107.0%175,650$42.43M
17Chris Hohn - TCI Fund Management 0.11%New97,450$23.54M
18Guy Spier - Aquamarine Capital10.83%-65,750$15.88M
19Robert Olstein - Olstein Capital Management1.17%Add +37.5%22,000$5.31M
20Yacktman Asset Management - Yacktman Asset Management0.04%New9,280$2.24M
21First Pacific Advisors - First Pacific Advisors0.03%Reduce -2.7%7,510$1.81M
22Mairs & Power Growth Fund - Mairs & Power Growth Fund0.01%-2,676$646K
23Francois Rochon - Giverny Capital0.06%-1,941$469K
Loading holder history for MA