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MA - MASTERCARD INCORPORATED

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 2026 it was held by 20 managers with an aggregate reported value of $4.83B, which is 0.44% of the combined portfolio.

As of Q1 2026, 20 tracked institutional managers held MA (MASTERCARD INCORPORATED) with an aggregate reported value of $4.83B0.44% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2026
Ticker
MA

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

Holders

1Chuck Akre - Akre Capital Management18.64%Reduce -24.1%2,281,106$1.14B
2Thomas Russo - Gardner Russo & Quinn9.15%Reduce -1.9%1,555,141$777.04M
3Polen Capital Management - Polen Capital Management5.33%Reduce -27.7%1,541,388$770.17M
4Valley Forge Capital Management - Valley Forge Capital Management22.02%Add +0.0%1,487,496$743.24M
5AltaRock Partners - AltaRock Partners6.33%Reduce -3.5%522,836$261.24M
6Jensen Investment Management - Jensen Investment Management4.84%Add +1.7%490,929$245.3M
7John Armitage - Egerton Capital2.55%Add +0.3%459,652$229.67M
8Vulcan Value Partners - Vulcan Value Partners5.08%Reduce -14.7%383,179$191.46M
9Thomas Gayner - Markel Asset Management0.87%-207,540$103.7M
10Triple Frond Partners - Triple Frond Partners9.11%New175,472$87.68M
11AKO Capital - AKO Capital1.52%Add +55.4%155,592$77.74M
12Wallace Weitz - Weitz Investment Management5.13%Reduce -5.7%147,000$73.45M
13Bill Nygren - Oakmark Funds0.08%Reduce -0.3%118,615$59.27M
14Stephen Mandel - Lone Pine Capital0.23%Reduce -40.6%57,201$28.58M
15Guy Spier - Aquamarine Capital14.77%-40,000$19.99M
16Francois Rochon - Giverny Capital0.51%Reduce -2.4%28,066$14.02M
17Yacktman Asset Management - Yacktman Asset Management0.08%-11,670$5.83M
18Christopher Bloomstran - Semper Augustus0.04%New658$328.85K
19Mairs & Power Growth Fund - Mairs & Power Growth Fund0.00%Reduce -16.7%520$259.82K
20Glenn Greenberg - Brave Warrior Advisors0.01%-422$210.86K
Loading holder history for MA