Mastercard Inc. (MA)

Sector:Services
Super Investor Stats:
Ownership count:16
Ownership rank:9
% of all portfolios:1.009%
Hold Price * :$493.80
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
AltaRock Partners Add 132.19% 353,000 3.43
John Armitage - Egerton Capital Add 50.20% 212,131 1.06
Francois Rochon - Giverny Capital Add 8.60% 2,022 0.04
Terry Smith - Fundsmith Add 1.10% 710 0.00
Glenn Greenberg - Brave Warrior Advisors Buy 422 0.00
Q2  2024
Stephen Mandel - Lone Pine Capital Add 53.37% 363,133 1.30
John Armitage - Egerton Capital Add 12.36% 46,480 0.21
Francois Rochon - Giverny Capital Add 3.08% 703 0.01
Q1  2024
Francois Rochon - Giverny Capital Add 6.69% 1,431 0.03
Terry Smith - Fundsmith Add 1.21% 772 0.00
Glenn Greenberg - Brave Warrior Advisors Buy 422 0.00
Q4  2023
Viking Global Investors Add 295.92% 864,943 1.35
Francois Rochon - Giverny Capital Add 3.03% 630 0.01
Terry Smith - Fundsmith Add 1.46% 919 0.00
Q3  2023
Stephen Mandel - Lone Pine Capital Add 48.40% 569,534 2.18
Jensen Investment Management Add 2.79% 29,315 0.09
Francois Rochon - Giverny Capital Add 7.52% 1,452 0.03
Terry Smith - Fundsmith Add 0.68% 424 0.00
Q2  2023
John Armitage - Egerton Capital Add 31.74% 317,151 1.29
Stephen Mandel - Lone Pine Capital Add 12.18% 127,799 0.46
Viking Global Investors Add 27.11% 215,985 0.35
Torray Funds Buy 613 0.04
Terry Smith - Fundsmith Add 49.61% 20,670 0.03
Jensen Investment Management Add 1.04% 10,846 0.03
Francois Rochon - Giverny Capital Add 2.51% 472 0.01
Q1  2023
Terry Smith - Fundsmith Buy 41,664 0.07
Francois Rochon - Giverny Capital Add 8.29% 1,442 0.03
Chuck Akre - Akre Capital Management Add 0.06% 3,433 0.01
Yacktman Asset Management Add 11.52% 1,150 0.00
Q4  2022
Jensen Investment Management Add 5.28% 53,805 0.15
Francois Rochon - Giverny Capital Add 12.17% 1,887 0.04
Q3  2022
AltaRock Partners Add 32.08% 79,714 0.74
Robert Olstein - Olstein Capital Management Add 17.24% 2,500 0.12
Chuck Akre - Akre Capital Management Add 0.48% 27,985 0.07
Francois Rochon - Giverny Capital Add 3.31% 497 0.01
Q2  2022
John Armitage - Egerton Capital Add 181.50% 1,550,025 3.30
Viking Global Investors Add 28.37% 508,817 0.74
Valley Forge Capital Management Add 2.11% 32,560 0.46
Jensen Investment Management Add 3.23% 31,976 0.08
Chuck Akre - Akre Capital Management Add 0.14% 8,090 0.02
Francois Rochon - Giverny Capital Add 0.37% 55 0.00
Q1  2022
Viking Global Investors Buy 1,793,488 2.60
Valley Forge Capital Management Add 7.02% 101,159 1.38
Jensen Investment Management Add 11.19% 99,752 0.27
John Armitage - Egerton Capital Add 16.30% 119,690 0.23
Francois Rochon - Giverny Capital Add 2.80% 408 0.01
Yacktman Asset Management Add 7.54% 700 0.00
Q4  2021
Stephen Mandel - Lone Pine Capital Buy 4,822,796 7.10
Lee Ainslie - Maverick Capital Add 3699.91% 202,866 0.88
Valley Forge Capital Management Add 4.31% 59,575 0.81
AltaRock Partners Add 42.55% 75,000 0.71
Robert Olstein - Olstein Capital Management Add 153.33% 11,500 0.49
Jensen Investment Management Add 21.27% 156,312 0.39
Wallace Weitz - Weitz Large Cap Equity Fund Add 9.52% 10,000 0.35
Polen Capital Management Add 4.96% 379,273 0.23
John Armitage - Egerton Capital Add 5.05% 35,276 0.06
Francois Rochon - Giverny Capital Add 10.21% 1,348 0.03
Chuck Akre - Akre Capital Management Add 0.05% 2,775 0.01
Glenn Greenberg - Brave Warrior Advisors Buy 569 0.01
Q3  2021
Polen Capital Management Add 24.11% 1,484,878 0.95
Valley Forge Capital Management Add 2.09% 28,309 0.39
Wallace Weitz - Weitz Large Cap Equity Fund Add 5.00% 5,000 0.18
Francois Rochon - Giverny Capital Add 44.25% 4,049 0.08
Q2  2021
Polen Capital Management Add 5.15% 301,360 0.21
Valley Forge Capital Management Add 0.79% 10,656 0.15
John Armitage - Egerton Capital Add 0.38% 3,098 0.01
Glenn Greenberg - Brave Warrior Advisors Buy 558 0.01
Lee Ainslie - Maverick Capital Add 19.03% 878 0.00
Thomas Gayner - Markel Group Add 0.05% 100 0.00
Q1  2021
Valley Forge Capital Management Add 98.36% 665,544 11.21
John Armitage - Egerton Capital Add 63.25% 315,814 0.59
Polen Capital Management Add 1.32% 76,012 0.06
Lee Ainslie - Maverick Capital Add 3104.17% 4,470 0.02
Francois Rochon - Giverny Capital Add 3.57% 344 0.01
Thomas Gayner - Markel Group Add 0.02% 40 0.00
Q4  2020
Valley Forge Capital Management Add 52.17% 231,964 7.69
Stephen Mandel - Lone Pine Capital Add 54.20% 955,826 1.24
Polen Capital Management Add 3.32% 185,803 0.15
Francois Rochon - Giverny Capital Add 16.68% 1,379 0.04
Jensen Investment Management Add 0.47% 3,916 0.01
Thomas Gayner - Markel Group Add 0.01% 30 0.00
Q3  2020
John Armitage - Egerton Capital Add 186.65% 1,024,924 2.14
Valley Forge Capital Management Add 0.79% 3,500 0.13
Chase Coleman - Tiger Global Management Add 16.49% 102,500 0.10
Polen Capital Management Add 1.98% 108,677 0.10
Jensen Investment Management Add 0.25% 2,095 0.01
Francois Rochon - Giverny Capital Add 1.41% 115 0.00
Q2  2020
Valley Forge Capital Management Add 151.15% 265,500 9.55
David Tepper - Appaloosa Management Buy 545,000 2.80
AltaRock Partners Add 13.81% 50,000 0.76
Polen Capital Management Add 11.18% 551,407 0.49
Chuck Akre - Akre Capital Management Add 1.69% 97,575 0.22
Francois Rochon - Giverny Capital Add 319.94% 6,210 0.18
Torray Funds Buy 687 0.04
Lee Ainslie - Maverick Capital Buy 4,511 0.03
Jensen Investment Management Add 0.05% 450 0.00
Q1  2020
Valley Forge Capital Management Add 107.01% 90,800 4.65
Triple Frond Partners Add 18.09% 42,500 1.14
Chuck Akre - Akre Capital Management Add 8.62% 459,438 1.08
Jensen Investment Management Add 31.93% 201,390 0.54

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.