Mastercard Inc. (MA)

Sector:Services
Super Investor Stats:
Ownership count:15
Ownership rank:7
% of all portfolios:0.879%
Hold Price * :$141.02
History Portfolio Manager Activity Share change % change to portfolio
Q3  2017
Lee Ainslie - Maverick Capital Add 16.09% 2,280 0.00
Chuck Akre - Akre Capital Management Add 13.30% 624,966 1.30
Thomas Gayner - Markel Asset Management Add 5.81% 10,000 0.03
Thomas Russo - Gardner Russo & Gardner Reduce 0.60% 56,917 0.06
Stephen Mandel - Lone Pine Capital Reduce 3.32% 154,000 0.11
Wallace Weitz - Weitz Value Reduce 11.87% 33,000 0.67
Bill Nygren - Oakmark Select Reduce 13.28% 300,000 0.71
Ruane, Cunniff & Goldfarb - Sequoia Reduce 14.93% 399,275 1.49
John Griffin - Blue Ridge Capital Reduce 23.16% 204,430 0.52
Robert Olstein - Olstein Capital Management Reduce 23.23% 11,385 0.21
Q2  2017
Lee Ainslie - Maverick Capital Add 136.56% 8,180 0.01
Chuck Akre - Akre Capital Management Add 10.29% 438,692 0.79
Thomas Gayner - Markel Asset Management Add 8.17% 13,000 0.03
Thomas Russo - Gardner Russo & Gardner Add 0.35% 33,159 0.03
Stephen Mandel - Lone Pine Capital Buy 4,641,369 2.87
Bill Nygren - Oakmark Select Reduce 4.24% 100,000 0.22
John Griffin - Blue Ridge Capital Reduce 47.50% 798,400 1.70
Q1  2017
Thomas Gayner - Markel Asset Management Add 5.29% 8,000 0.02
John Griffin - Blue Ridge Capital Add 0.17% 2,800 0.00
Thomas Russo - Gardner Russo & Gardner Reduce 0.81% 77,668 0.07
Lee Ainslie - Maverick Capital Reduce 2.92% 180 0.00
Chuck Akre - Akre Capital Management Reduce 9.36% 439,965 0.97
Q4  2016
Thomas Gayner - Markel Asset Management Add 0.33% 500 0.00
John Griffin - Blue Ridge Capital Reduce 0.05% 900 0.00
Chuck Akre - Akre Capital Management Reduce 0.12% 5,697 0.01
Thomas Russo - Gardner Russo & Gardner Reduce 1.76% 171,918 0.15
Lee Ainslie - Maverick Capital Reduce 3.44% 220 0.00
Bill Nygren - Oakmark Select Reduce 7.82% 200,000 0.40
Robert Olstein - Olstein Capital Management Reduce 9.26% 5,000 0.07
Ruane, Cunniff & Goldfarb - Sequoia Reduce 10.10% 300,436 0.86

* "Hold Price" is the term we use to indicate the price at which our Super Investors are comfortable owning a security. It is the price of the security as of the portfolio date (usually quarter end). It's a reasonable indicator of a stock's undervaluation at that price, otherwise it would have been sold. We only provide this value when a security is owned by at least two Super Investors. In the case of reporting dates being different, we calculate a weighted average price.