Mastercard Inc. (MA)

Sector:Services
Super Investor Stats:
Ownership count:17
Ownership rank:8
% of all portfolios:1.06%
Hold Price * :$437.88
History Portfolio Manager Activity Share change % change to portfolio ▼
Q1  2024
≡ Robert Olstein - Olstein Capital Management Reduce 21.65% 1,407 0.11
Q4  2023
≡ John Armitage - Egerton Capital Reduce 57.53% 728,930 3.37
≡ Chuck Akre - Akre Capital Management Reduce 13.48% 788,927 2.83
≡ Stephen Mandel - Lone Pine Capital Reduce 36.97% 645,552 2.38
≡ Viking Global Investors Add 295.92% 864,943 1.35
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.39% 80,680 0.35
≡ Robert Olstein - Olstein Capital Management Reduce 35.00% 3,500 0.25
≡ Polen Capital Management Reduce 3.16% 151,599 0.16
≡ AltaRock Partners Reduce 4.09% 11,457 0.11
≡ Jensen Investment Management Reduce 2.21% 23,861 0.08
≡ Valley Forge Capital Management Reduce 0.29% 4,330 0.05
≡ Francois Rochon - Giverny Capital Add 3.03% 630 0.01
≡ Terry Smith - Fundsmith Add 1.46% 919 0.00
Q3  2023
≡ Stephen Mandel - Lone Pine Capital Add 48.40% 569,534 2.18
≡ Viking Global Investors Reduce 71.14% 720,437 1.16
≡ John Armitage - Egerton Capital Reduce 3.75% 49,398 0.23
≡ Polen Capital Management Reduce 3.71% 184,861 0.19
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.42% 34,289 0.15
≡ AltaRock Partners Reduce 4.77% 14,059 0.14
≡ Jensen Investment Management Add 2.79% 29,315 0.09
≡ Chuck Akre - Akre Capital Management Reduce 0.32% 18,698 0.07
≡ Robert Olstein - Olstein Capital Management Reduce 9.09% 1,000 0.07
≡ Torray Funds Sell 100.00% 613 0.04
≡ Francois Rochon - Giverny Capital Add 7.52% 1,452 0.03
≡ Terry Smith - Fundsmith Add 0.68% 424 0.00
Q2  2023
≡ Chase Coleman - Tiger Global Management Sell 100.00% 724,000 2.39
≡ John Armitage - Egerton Capital Add 31.74% 317,151 1.29
≡ Stephen Mandel - Lone Pine Capital Add 12.18% 127,799 0.46
≡ Viking Global Investors Add 27.11% 215,985 0.35
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.33% 57,590 0.22
≡ Polen Capital Management Reduce 3.44% 177,370 0.17
≡ Robert Olstein - Olstein Capital Management Reduce 8.33% 1,000 0.06
≡ Torray Funds Buy 613 0.04
≡ Terry Smith - Fundsmith Add 49.61% 20,670 0.03
≡ Jensen Investment Management Add 1.04% 10,846 0.03
≡ Francois Rochon - Giverny Capital Add 2.51% 472 0.01
Q1  2023
≡ John Armitage - Egerton Capital Reduce 50.07% 1,002,025 3.93
≡ Viking Global Investors Reduce 53.39% 912,488 1.56
≡ Stephen Mandel - Lone Pine Capital Reduce 22.11% 297,703 1.00
≡ Valley Forge Capital Management Reduce 4.28% 66,565 0.92
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.00% 5,000 0.24
≡ Polen Capital Management Reduce 2.44% 129,291 0.12
≡ Robert Olstein - Olstein Capital Management Reduce 14.29% 2,000 0.11
≡ Jensen Investment Management Reduce 3.31% 35,554 0.10
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.92% 22,900 0.09
≡ Terry Smith - Fundsmith Buy 41,664 0.07
≡ AltaRock Partners Reduce 2.16% 6,500 0.06
≡ Francois Rochon - Giverny Capital Add 8.29% 1,442 0.03
≡ Chuck Akre - Akre Capital Management Add 0.06% 3,433 0.01
≡ Yacktman Asset Management Add 11.52% 1,150 0.00
Q4  2022
≡ Polen Capital Management Reduce 14.01% 861,968 0.88
≡ Stephen Mandel - Lone Pine Capital Reduce 12.83% 198,200 0.66
≡ Thomas Russo - Gardner Russo & Quinn Reduce 6.16% 164,100 0.63
≡ John Armitage - Egerton Capital Reduce 7.40% 159,885 0.48
≡ AltaRock Partners Reduce 8.27% 27,153 0.30
≡ Valley Forge Capital Management Reduce 1.19% 18,750 0.26
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 4.76% 5,000 0.24
≡ Robert Olstein - Olstein Capital Management Reduce 17.65% 3,000 0.16
≡ Jensen Investment Management Add 5.28% 53,805 0.15
≡ Viking Global Investors Reduce 3.47% 61,355 0.11
≡ Chuck Akre - Akre Capital Management Reduce 0.43% 25,200 0.08
≡ Francois Rochon - Giverny Capital Add 12.17% 1,887 0.04
Q3  2022
≡ Polen Capital Management Reduce 19.51% 1,490,828 1.19
≡ AltaRock Partners Add 32.08% 79,714 0.74
≡ Viking Global Investors Reduce 23.10% 531,722 0.70
≡ John Armitage - Egerton Capital Reduce 10.11% 242,960 0.54
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.66% 44,937 0.15
≡ Robert Olstein - Olstein Capital Management Add 17.24% 2,500 0.12
≡ Chuck Akre - Akre Capital Management Add 0.48% 27,985 0.07
≡ Francois Rochon - Giverny Capital Add 3.31% 497 0.01
≡ Jensen Investment Management Reduce 0.30% 3,035 0.01
Q2  2022
≡ John Armitage - Egerton Capital Add 181.50% 1,550,025 3.30
≡ Stephen Mandel - Lone Pine Capital Reduce 36.14% 874,248 2.60
≡ Lee Ainslie - Maverick Capital Sell 100.00% 150,536 0.96
≡ Viking Global Investors Add 28.37% 508,817 0.74
≡ Valley Forge Capital Management Add 2.11% 32,560 0.46
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 8.70% 10,000 0.41
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.27% 91,434 0.32
≡ Polen Capital Management Reduce 3.66% 290,226 0.24
≡ Robert Olstein - Olstein Capital Management Reduce 12.12% 2,000 0.10
≡ Jensen Investment Management Add 3.23% 31,976 0.08
≡ AltaRock Partners Reduce 1.11% 2,800 0.03
≡ Chuck Akre - Akre Capital Management Add 0.14% 8,090 0.02
≡ Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 569 0.01
≡ Francois Rochon - Giverny Capital Add 0.37% 55 0.00
Q1  2022
≡ Stephen Mandel - Lone Pine Capital Reduce 49.84% 2,403,636 5.12
≡ Viking Global Investors Buy 1,793,488 2.60
≡ Valley Forge Capital Management Add 7.02% 101,159 1.38
≡ Thomas Russo - Gardner Russo & Quinn Reduce 8.50% 259,994 0.89
≡ Lee Ainslie - Maverick Capital Reduce 27.75% 57,813 0.37
≡ Jensen Investment Management Add 11.19% 99,752 0.27
≡ John Armitage - Egerton Capital Add 16.30% 119,690 0.23
≡ Robert Olstein - Olstein Capital Management Reduce 13.16% 2,500 0.11
≡ Polen Capital Management Reduce 1.11% 89,070 0.06
≡ Francois Rochon - Giverny Capital Add 2.80% 408 0.01
≡ Chuck Akre - Akre Capital Management Reduce 0.10% 6,040 0.01
≡ Yacktman Asset Management Add 7.54% 700 0.00
Q4  2021
≡ Stephen Mandel - Lone Pine Capital Buy 4,822,796 7.10
≡ David Tepper - Appaloosa Management Sell 100.00% 132,000 1.09
≡ Lee Ainslie - Maverick Capital Add 3699.91% 202,866 0.88

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.