Mastercard Incorporated (MA)
Mastercard Incorporated (MA) is held by 9 master funds in 2026 Q2, with a combined value of about $4.37B.
The highest portfolio weights for Mastercard Incorporated (MA) come from: Chuck Akre-Akre Capital Management 19.95%, Dev Kantesaria-Valley Forge Capital Management 17.57%, Guy Spier-Aquamarine Capital 14.26%, Mark Massey-AltaRock Partners 9.26%, Stuart Mclaughlin-Triple Frond Partners 8.04%.
Master Holdings
| Chuck Akre | Akre Capital Management | 19.95% | 1.99 | $1.02B | 2013 Q2 | 2023 Q1 | 13.25 | -12.77% |
| Dev Kantesaria | Valley Forge Capital Management | 17.57% | 1.07 | $0.55B | 2016 Q4 | 2026 Q1 | 9.75 | -28.34% |
| Guy Spier | Aquamarine Capital | 14.26% | 0.04 | $0.02B | 2014 Q4 | 2014 Q4 | 9.25 | 0.00% |
| Mark Massey | AltaRock Partners | 9.26% | 0.76 | $0.39B | 2014 Q4 | 2026 Q2 | 11.75 | +46.22% |
| Stuart Mclaughlin | Triple Frond Partners | 8.04% | 0.18 | $0.09B | 2016 Q4 | 2026 Q1 | 0.5 | 0.00% |
| Terry Smith | Fundsmith | 4.69% | 1.25 | $0.64B | 2023 Q1 | 2026 Q2 | 0.25 | - |
| Ravenel Boykin Curry IV | Eagle Capital Management | 4.21% | 2.68 | $1.38B | 2026 Q1 | 2026 Q2 | 0.5 | +329.50% |
| Nicolai Tangen | AKO Capital | 2.27% | 0.19 | $0.10B | 2025 Q4 | 2026 Q2 | 0.75 | +22.08% |
| John Armitage | Egerton Capital | 1.80% | 0.36 | $0.19B | 2013 Q3 | 2026 Q1 | 12.25 | -20.92% |
Exited Funds
| Master | Fund | Exited Shares (M) | First Owned | Latest Buy | Holding Years |
|---|---|---|---|---|---|
| Stephen Mandel | Lone Pine Capital | 0.06 | 2013 Q3 | 2025 Q4 | 0.5 |
Consensus Trend
Total Shares Held by Masters
Tracks combined shares held by all master funds in each report period.
Master Consensus Changes
Buy includes new positions and increases; sell includes reductions and exits.