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Adds vs. Reduces by Quarter
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MA —
Mastercard Inc Cl A
CUSIP: 57636Q104 · Held by 22 superinvestors · Combined value: $9,230,871,562
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Warren Buffett | 0.8% | $2,275,897,610 | 3,986,648 | - | - |
| 2 | Chuck Akre | 18.8% | $1,715,654,246 | 3,005,280 | REDUCE | -150,314 |
| 3 | Polen Capital | 5.2% | $1,216,959,930 | 2,131,727 | REDUCE | -609,516 |
| 4 | Thomas Russo | 9.8% | $905,414,977 | 1,585,999 | REDUCE | -34,273 |
| 5 | Valley Forge Capital | 19.2% | $849,132,050 | 1,487,409 | ADD | +2,637 |
| 6 | Ken Griffin | 0.1% | $735,177,551 | 1,287,797 | ADD | +5,682 |
| 7 | AltaRock Partners | 6.1% | $309,323,336 | 541,836 | REDUCE | -42,250 |
| 8 | Jensen Investment Mgmt | 4.3% | $275,586,611 | 482,740 | REDUCE | -98,787 |
| 9 | John Armitage | 2.8% | $261,658,281 | 458,342 | REDUCE | -1,813 |
| 10 | Ray Dalio | 0.8% | $233,608,092 | 409,207 | ADD | +42,951 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| AKO Capital | NEW BUY | +100,109 | New |
| Steve Mandel | NEW BUY | +96,338 | New |
| FPA Queens Road | ADD | +395 | +1.3% |
| Francois Rochon | ADD | +1,035 | +3.7% |
| Ken Griffin | ADD | +5,682 | +0.4% |
| Ray Dalio | ADD | +42,951 | +11.7% |
| Valley Forge Capital | ADD | +2,637 | +0.2% |
| AltaRock Partners | REDUCE | -42,250 | -7.2% |
| Bill Nygren | REDUCE | -6,849 | -5.4% |
| Chuck Akre | REDUCE | -150,314 | -4.8% |
| Jensen Investment Mgmt | REDUCE | -98,787 | -17.0% |
| Jim Simons | REDUCE | -58,287 | -91.0% |
| John Armitage | REDUCE | -1,813 | -0.4% |
| Mairs & Power | REDUCE | -20 | -3.1% |
| Polen Capital | REDUCE | -609,516 | -22.2% |
| Thomas Russo | REDUCE | -34,273 | -2.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| John Armitage | ADD | +40,109 | +9.5% |
| Ray Dalio | ADD | +240,358 | +190.9% |
| AltaRock Partners | REDUCE | -2,168 | -0.4% |
| Bill Nygren | REDUCE | -1,232 | -1.0% |
| Chuck Akre | REDUCE | -139,692 | -4.2% |
| FPA Queens Road | REDUCE | -161 | -0.5% |
| Francois Rochon | REDUCE | -117 | -0.4% |
| Jensen Investment Mgmt | REDUCE | -39,440 | -6.4% |
| Jim Simons | REDUCE | -124,421 | -66.0% |
| Ken Griffin | REDUCE | -906,791 | -41.4% |
| Mairs & Power | REDUCE | -420 | -39.5% |
| Polen Capital | REDUCE | -250,805 | -8.4% |
| Thomas Russo | REDUCE | -62,779 | -3.7% |
| Wallace Weitz | REDUCE | -9,170 | -5.6% |
| Terry Smith | SOLD | -27,663 | Exit |
Who Owns MA? Superinvestor Holdings
Mastercard Inc Cl A is held by 22 tracked superinvestors, with a combined position value of $9.2 billion . The largest positions are held by Warren Buffett (0.8% of portfolio), Chuck Akre (18.8% of portfolio), Polen Capital (5.2% of portfolio).
In the most recent quarter, 7 superinvestors added or initiated positions while 9 reduced or exited.