8-quarter activity
Distinct managers buying or selling MA each quarter — last 2 years.
Ownership breadth · 8 quarters
Breadth fallingFewer superinvestors hold this name than 8 quarters ago — rotation out. See the most-owned names across all tracked managers →
Multi-quarter conviction
Managers who have been moving the same direction on MA for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Smart money activity
Every tracked 13F move on MA — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Chuck AkreTier 1 Akre Capital Management | 17.80% |
François RochonTier 1 Giverny Capital | 11.20% |
Stephen MandelTier 1 Lone Pine Capital | 0.40% |
Polen CapitalElite Polen Capital Management | 5.20% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.70% |
| Portfolio manager | % portfolio |
|---|---|
Chuck AkreTier 1 Akre Capital Management | 17.40% |
François RochonTier 1 Giverny Capital | 10.60% |
Terry SmithTier 1 Fundsmith | 0.00% |
Polen CapitalElite Polen Capital Management | 5.10% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.80% |
Terry SmithTier 1 Fundsmith | 0.10% |
Polen CapitalElite Polen Capital Management | 5.20% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.70% |
Chuck AkreTier 1 Akre Capital Management | 17.60% |
Terry SmithTier 1 Fundsmith | 0.10% |
Polen CapitalElite Polen Capital Management | 5.50% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.80% |
| Portfolio manager | % portfolio |
|---|---|
Chuck AkreTier 1 Akre Capital Management | 17.50% |
Terry SmithTier 1 Fundsmith | 9.60% |
Joel GreenblattElite Gotham Asset Management | 0.70% |
Polen CapitalElite Polen Capital Management | 5.00% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.70% |
| Portfolio manager | % portfolio |
|---|---|
Chuck AkreTier 1 Akre Capital Management | 17.00% |
François RochonTier 1 Giverny Capital | 0.50% |
Joel GreenblattElite Gotham Asset Management | 0.80% |
Brave Warrior Advisors | 0.00% |
Stephen MandelTier 1 Lone Pine Capital | 0.00% |
Polen CapitalElite Polen Capital Management | 4.90% |
| Portfolio manager | % portfolio |
|---|---|
Stephen MandelTier 1 Lone Pine Capital | 3.70% |
Joel GreenblattElite Gotham Asset Management | 0.70% |
Chuck AkreTier 1 Akre Capital Management | 15.70% |
Andreas HalvorsenElite Viking Global Investors | 0.00% |
Brave Warrior Advisors | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Chuck AkreTier 1 Akre Capital Management | 16.50% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
| Insider | Value |
|---|---|
Michael Miebach CEO | $4.46M |
Latest news
Recent headlines for MA — context for the moves above.
Who’s betting biggest on MA
Each bar is one manager’s position size in MA as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for MA, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 6 institutional holdings and the +13 conviction score.
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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.