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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 Q2 2026 it was held by 21 managers with an aggregate reported value of $6.15B, which is 0.53% of the combined portfolio.

As of Q2 2026, 21 tracked institutional managers held MA (MASTERCARD INCORPORATED) with an aggregate reported value of $6.15B0.53% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2026
Ticker
MA

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

Holders

1Bill Ackman - Pershing Square Capital Management5.61%New2,124,646$1.09B
2Chuck Akre - Akre Capital Management20.01%Reduce -12.8%1,989,906$1.02B
3Thomas Russo - Gardner Russo & Quinn8.76%Reduce -2.1%1,522,395$781.9M
4Terry Smith - Fundsmith4.68%New1,245,051$639.46M
5Polen Capital Management - Polen Capital Management5.05%Reduce -25.9%1,141,958$586.51M
6Valley Forge Capital Management - Valley Forge Capital Management17.57%Reduce -28.3%1,065,934$547.46M
7AltaRock Partners - AltaRock Partners9.26%Add +46.2%764,507$392.65M
8Vulcan Value Partners - Vulcan Value Partners7.86%Add +31.3%502,961$258.32M
9John Armitage - Egerton Capital1.80%Reduce -20.9%363,490$186.69M
10Jensen Investment Management - Jensen Investment Management4.33%Reduce -29.2%347,714$178.59M
11Thomas Gayner - Markel Asset Management0.81%-207,540$106.59M
12AKO Capital - AKO Capital2.27%Add +22.1%189,941$97.55M
13Triple Frond Partners - Triple Frond Partners8.04%-175,472$90.12M
14Wallace Weitz - Weitz Investment Management5.17%Reduce -1.1%145,350$74.65M
15Bill Nygren - Oakmark Funds0.07%Reduce -14.9%100,993$51.87M
16Guy Spier - Aquamarine Capital14.26%-40,000$20.54M
17Francois Rochon - Giverny Capital0.50%Add +2.7%28,816$14.8M
18Yacktman Asset Management - Yacktman Asset Management0.07%-11,670$5.99M
19Glenn Greenberg - Brave Warrior Advisors0.01%Add +177.7%1,172$601.94K
20Christopher Bloomstran - Semper Augustus0.04%-658$338.04K
21Mairs & Power Growth Fund - Mairs & Power Growth Fund0.00%Reduce -24.0%395$202.87K
Loading holder history for MA