← Super investors
MA
Mastercard Inc - A
20 super-investor ownerscombined $5.37Blargest position 22.0%
2 NEW1 ADD2 TRIM
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 13
Peak: 15
Owners (20) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chuck Akre | 18.6% | 40q | $1.14B | 2,281,106 |
| 2 | Thomas Russo | 9.1% | 40q | $777M | 1,555,141 |
| 3 | Polen Capital Management | 5.3% | 40q | $770M | 1,541,388 |
| 4 | Valley Forge Capital Management | 22.0% | 38q | $743M | 1,487,496 |
| 5 | Joel Greenblatt | 0.4% | 40q | $562M | 1,125,671 |
| 6 | AltaRock Partners | 6.3% | 40q | $261M | 522,836 |
| 7 | Jensen Investment Management | 4.8% | 40q | $245M | 490,929 |
| 8 | John Armitage | 2.5% | 40q | $230M | 459,652 |
| 9 | Vulcan Value Partners | 5.1% | 40q | $191M | 383,179 |
| 10 | Thomas Gayner | 0.9% | 40q | $104M | 207,540 |
| 11 | Triple Frond Partners | 9.1% | 17q | $88M | 175,472 |
| 12 | AKO Capital | 1.5% | 2q | $78M | 155,592 |
| 13 | Wallace Weitz | 5.1% | 40q | $73M | 147,000 |
| 14 | Bill Nygren | 0.1% | 40q | $59M | 118,615 |
| 15 | Stephen Mandel | 0.2% | 28q | $29M | 57,201 |
| 16 | Francois Rochon | 0.5% | 40q | $14M | 28,066 |
| 17 | Yacktman Asset Management | 0.1% | 25q | $6M | 11,670 |
| 18 | Christopher Bloomstran | <0.1% | — 1q | $329K | 658 |
| 19 | Mairs & Power Funds | <0.1% | 34q | $260K | 520 |
| 20 | Glenn Greenberg | <0.1% | 11q | $211K | 422 |
Sort↑
- 1Chuck Akre18.6%$1.14B2,281,106 sh·40q held
- 2Thomas Russo9.1%$777M1,555,141 sh·40q held
- 3Polen Capital Management5.3%$770M1,541,388 sh·40q held
- 4Valley Forge Capital Management22.0%$743M1,487,496 sh·38q held
- 5Joel Greenblatt0.4%$562M1,125,671 sh·40q held
- 6AltaRock Partners6.3%$261M522,836 sh·40q held
- 7Jensen Investment Management4.8%$245M490,929 sh·40q held
- 8John Armitage2.5%$230M459,652 sh·40q held
- 9Vulcan Value Partners5.1%$191M383,179 sh·40q held
- 10Thomas Gayner0.9%$104M207,540 sh·40q held
- 11Triple Frond Partners9.1%$88M175,472 sh·17q held
- 12AKO Capital1.5%$78M155,592 sh·2q held
- 13Wallace Weitz5.1%$73M147,000 sh·40q held
- 14Bill Nygren0.1%$59M118,615 sh·40q held
- 15Stephen Mandel0.2%$29M57,201 sh·28q held
- 16Francois Rochon0.5%$14M28,066 sh·40q held
- 17Yacktman Asset Management0.1%$6M11,670 sh·25q held
- 18Christopher Bloomstran<0.1%$329K658 sh·—1q held
- 19Mairs & Power Funds<0.1%$260K520 sh·34q held
- 20Glenn Greenberg<0.1%$211K422 sh·11q held
Recent activity (5)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | ADD | 1.5% | +55% | $78M | May 15, 2026 |
| Christopher Bloomstran | NEW | <0.1% | +100% | $329K | May 15, 2026 |
| Stephen Mandel | TRIM | 0.2% | -41% | $29M | May 15, 2026 |
| Triple Frond Partners | NEW | 9.1% | +100% | $88M | May 15, 2026 |
| Chuck Akre | TRIM | 18.6% | -24% | $1.14B | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 57636Q104. Not investment advice.