MA
Mastercard · Financials
Smart money activity
Every tracked buy, add, trim, and exit on MA by the best portfolio managers in the world. Ranked by manager quality inside each quarter.
| 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
SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.
| Insider | Value |
|---|---|
Michael Miebach CEO | $4.46M |
Buyback program
Tracked SEC disclosures — how aggressively Mastercard Incorporated repurchases its own stock.
ETF holders
Tracked US ETFs with MA in their top-10 holdings.
Latest news
Recent headlines for MA.
Hedge funds holding MA
6 superinvestors hold Mastercard as a top position. Sorted by % of portfolio.
| Manager | % Portfolio |
|---|---|
Largest position. Held since 2010. Core compounder. | 17.8% |
Top conviction. 17-year hold. | 11.2% |
Other payment network. | 11.2% |
Payment network compounder. | 9.8% |
Payment network. | 5.6% |
The other payment network. | 3.7% |
What will you keep of every $100 in MA dividend?
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
Get alerts when they buy or sell MA
One email per 13F filing — you'll know within hours if any tracked manager moves on MA.
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Data sourced from SEC 13F filings. MA ownership reflects publicly disclosed long positions only. Not investment advice.