Mastercard Inc. (MA)

Sector:Services
Super Investor Stats:
Ownership count:17
Ownership rank:8
% of all portfolios:1.061%
Hold Price * :$438.55
History Portfolio Manager Activity Share change % change to portfolio
Q4  2021
Valley Forge Capital Management Add 4.31% 59,575 0.81
AltaRock Partners Add 42.55% 75,000 0.71
Robert Olstein - Olstein Capital Management Add 153.33% 11,500 0.49
Jensen Investment Management Add 21.27% 156,312 0.39
Wallace Weitz - Weitz Large Cap Equity Fund Add 9.52% 10,000 0.35
Thomas Russo - Gardner Russo & Quinn Reduce 3.09% 97,659 0.31
Polen Capital Management Add 4.96% 379,273 0.23
John Armitage - Egerton Capital Add 5.05% 35,276 0.06
Francois Rochon - Giverny Capital Add 10.21% 1,348 0.03
Warren Buffett - Berkshire Hathaway Reduce 7.04% 302,000 0.03
Chuck Akre - Akre Capital Management Add 0.05% 2,775 0.01
Glenn Greenberg - Brave Warrior Advisors Buy 569 0.01
Q3  2021
Stephen Mandel - Lone Pine Capital Sell 100.00% 1,803,798 2.12
Polen Capital Management Add 24.11% 1,484,878 0.95
Thomas Russo - Gardner Russo & Quinn Reduce 7.40% 252,166 0.81
Valley Forge Capital Management Add 2.09% 28,309 0.39
John Armitage - Egerton Capital Reduce 14.57% 119,202 0.20
Wallace Weitz - Weitz Large Cap Equity Fund Add 5.00% 5,000 0.18
Jensen Investment Management Reduce 6.29% 49,284 0.14
Francois Rochon - Giverny Capital Add 44.25% 4,049 0.08
David Tepper - Appaloosa Management Reduce 5.71% 8,000 0.07
Warren Buffett - Berkshire Hathaway Reduce 6.05% 276,108 0.03
Chuck Akre - Akre Capital Management Reduce 0.14% 8,094 0.02
Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 558 0.01
Lee Ainslie - Maverick Capital Reduce 0.16% 9 0.00
Q2  2021
Ruane Cunniff - Sequoia Fund Sell 100.00% 244,627 1.89
David Tepper - Appaloosa Management Reduce 33.33% 70,000 0.53
Thomas Russo - Gardner Russo & Quinn Reduce 4.65% 166,202 0.51
Stephen Mandel - Lone Pine Capital Reduce 11.22% 227,935 0.27
Polen Capital Management Add 5.15% 301,360 0.21
Valley Forge Capital Management Add 0.79% 10,656 0.15
Robert Olstein - Olstein Capital Management Reduce 16.67% 1,500 0.07
Jensen Investment Management Reduce 2.14% 17,119 0.05
Francois Rochon - Giverny Capital Reduce 8.40% 839 0.02
John Armitage - Egerton Capital Add 0.38% 3,098 0.01
Glenn Greenberg - Brave Warrior Advisors Buy 558 0.01
Lee Ainslie - Maverick Capital Add 19.03% 878 0.00
Thomas Gayner - Markel Asset Management Add 0.05% 100 0.00
Chuck Akre - Akre Capital Management Reduce 0.01% 700 0.00
Q1  2021
Valley Forge Capital Management Add 98.36% 665,544 11.21
Thomas Russo - Gardner Russo & Quinn Reduce 17.46% 755,866 2.46
Ruane Cunniff - Sequoia Fund Reduce 45.81% 206,768 1.60
David Tepper - Appaloosa Management Reduce 47.83% 192,500 0.98
Stephen Mandel - Lone Pine Capital Reduce 25.29% 687,664 0.89
John Armitage - Egerton Capital Add 63.25% 315,814 0.59
Jensen Investment Management Reduce 4.47% 37,495 0.11
Polen Capital Management Add 1.32% 76,012 0.06
Chuck Akre - Akre Capital Management Reduce 0.22% 12,995 0.03
Lee Ainslie - Maverick Capital Add 3104.17% 4,470 0.02
Francois Rochon - Giverny Capital Add 3.57% 344 0.01
Thomas Gayner - Markel Asset Management Add 0.02% 40 0.00
Q4  2020
Valley Forge Capital Management Add 52.17% 231,964 7.69
Triple Frond Partners Sell 100.00% 199,425 5.72
AltaRock Partners Reduce 54.45% 210,691 3.16
John Armitage - Egerton Capital Reduce 68.28% 1,074,686 2.17
Thomas Russo - Gardner Russo & Quinn Reduce 11.48% 561,354 1.82
Stephen Mandel - Lone Pine Capital Add 54.20% 955,826 1.24
Ruane Cunniff - Sequoia Fund Reduce 6.67% 32,241 0.27
David Tepper - Appaloosa Management Reduce 9.04% 40,000 0.21
Robert Olstein - Olstein Capital Management Reduce 25.00% 3,000 0.17
Polen Capital Management Add 3.32% 185,803 0.15
Francois Rochon - Giverny Capital Add 16.68% 1,379 0.04
Torray Funds Sell 100.00% 659 0.04
Jensen Investment Management Add 0.47% 3,916 0.01
Thomas Gayner - Markel Asset Management Add 0.01% 30 0.00
Chuck Akre - Akre Capital Management Reduce 0.02% 1,347 0.00
Lee Ainslie - Maverick Capital Reduce 96.33% 3,775 0.00
Q3  2020
Triple Frond Partners Reduce 28.14% 78,075 2.24
John Armitage - Egerton Capital Add 186.65% 1,024,924 2.14
Thomas Russo - Gardner Russo & Quinn Reduce 9.54% 515,610 1.69
Stephen Mandel - Lone Pine Capital Reduce 19.99% 440,700 0.64
David Tepper - Appaloosa Management Reduce 18.81% 102,500 0.61
AltaRock Partners Reduce 6.07% 25,000 0.40
Robert Olstein - Olstein Capital Management Reduce 25.00% 4,000 0.25
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 4.76% 5,000 0.22
Valley Forge Capital Management Add 0.79% 3,500 0.13
Chris Hohn - TCI Fund Management Sell 100.00% 97,450 0.11
Chase Coleman - Tiger Global Management Add 16.49% 102,500 0.10
Polen Capital Management Add 1.98% 108,677 0.10
Jensen Investment Management Add 0.25% 2,095 0.01
Chuck Akre - Akre Capital Management Reduce 0.04% 2,310 0.01
Ruane Cunniff - Sequoia Fund Reduce 0.19% 940 0.01
Francois Rochon - Giverny Capital Add 1.41% 115 0.00
Torray Funds Reduce 4.08% 28 0.00
Lee Ainslie - Maverick Capital Reduce 13.12% 592 0.00
Q2  2020
Valley Forge Capital Management Add 151.15% 265,500 9.55
David Tepper - Appaloosa Management Buy 545,000 2.80
Thomas Russo - Gardner Russo & Quinn Reduce 9.54% 570,486 1.71
Bill Nygren - Oakmark Select Fund Sell 100.00% 140,000 1.12
Ruane Cunniff - Sequoia Fund Reduce 20.01% 121,190 1.01
AltaRock Partners Add 13.81% 50,000 0.76
Polen Capital Management Add 11.18% 551,407 0.49
John Armitage - Egerton Capital Reduce 25.29% 185,926 0.41
Robert Olstein - Olstein Capital Management Reduce 27.27% 6,000 0.33
Chuck Akre - Akre Capital Management Add 1.69% 97,575 0.22
Francois Rochon - Giverny Capital Add 319.94% 6,210 0.18
Stephen Mandel - Lone Pine Capital Reduce 4.64% 107,200 0.16
Chase Coleman - Tiger Global Management Reduce 14.69% 107,000 0.12
Warren Buffett - Berkshire Hathaway Reduce 7.50% 370,000 0.05
Torray Funds Buy 687 0.04

* "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.