Ownership Diff · V vs MA

V vs MA

Visa · Mastercard

Superinvestor ownership overlap, unique holders, and conviction comparison.

Visa

Financials

ConvictionScore+8

SignalWEAK BUY

Tracked owners10

Mastercard

Financials

ConvictionScore+13

SignalWEAK BUY

Tracked owners6

Ownership fingerprint

Who holds V only, who holds MA only, and who holds both.

■ V only (4)■ Both (6)■ MA only (0)

V only

Both

Of 6 shared managers, 3 weight V heavier and 3 weight MA heavier.

Only V · 4

Both · 6

Chuck Akre14.2 / 17.8%
Dev Kantesaria12.8 / 11.2%
François Rochon9.8 / 11.2%
Polen Capital7.8 / 5.6%
Andreas Halvorsen5.8 / 3.7%
Terry Smith5.4 / 9.8%

Only MA · 0

All MA holders also hold V.

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

Chuck Akre

14.2%

17.8%

“The other payment network compounder.”

Dev Kantesaria

12.8%

11.2%

“Payment network toll booth.”

François Rochon

9.8%

11.2%

“Payment network compounder.”

Polen Capital

7.8%

5.6%

“Payment network toll booth.”

Andreas Halvorsen

5.8%

3.7%

“Payment network compounder — decade-long hold.”

Terry Smith

5.4%

9.8%

“Payment network.”

HoldLens Pro · Founders pricing

Email alerts + conviction scores + alpha attribution

€9/mo founders · cancel anytime

Sourced from SEC 13F filings (2026). Not investment advice. Methodology.