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
Q2  2020
Lee Ainslie - Maverick Capital Buy 4,511 0.03
Jensen Investment Management Add 0.05% 450 0.00
Q1  2020
Valley Forge Capital Management Add 107.01% 90,800 4.65
John Armitage - Egerton Capital Reduce 49.37% 716,603 1.79
Triple Frond Partners Add 18.09% 42,500 1.14
Chuck Akre - Akre Capital Management Add 8.62% 459,438 1.08
Thomas Russo - Gardner Russo & Quinn Reduce 6.31% 402,903 0.98
Ruane Cunniff - Sequoia Fund Reduce 13.59% 95,285 0.79
Jensen Investment Management Add 31.93% 201,390 0.54
AltaRock Partners Reduce 8.82% 35,000 0.54
Robert Olstein - Olstein Capital Management Add 37.50% 6,000 0.32
Polen Capital Management Add 4.48% 211,381 0.22
Chase Coleman - Tiger Global Management Add 16.37% 102,500 0.15
Bill Nygren - Oakmark Select Fund Reduce 9.68% 15,000 0.12
Stephen Mandel - Lone Pine Capital Reduce 3.13% 74,625 0.11
Chris Hohn - TCI Fund Management Buy 97,450 0.11
Torray Funds Sell 100.00% 723 0.04
Yacktman Asset Management Buy 9,280 0.04
Lee Ainslie - Maverick Capital Sell 100.00% 6,928 0.03
Thomas Gayner - Markel Asset Management Add 0.74% 1,520 0.01
Q4  2019
Stephen Mandel - Lone Pine Capital Add 48.46% 778,839 1.25
Triple Frond Partners Reduce 13.38% 36,300 0.93
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 16.00% 20,000 0.73
Thomas Russo - Gardner Russo & Quinn Reduce 4.37% 291,741 0.67
Valley Forge Capital Management Add 10.41% 8,000 0.46
Polen Capital Management Add 3.46% 157,840 0.19
Chase Coleman - Tiger Global Management Add 13.83% 76,068 0.13
Jensen Investment Management Reduce 4.88% 32,341 0.10
John Armitage - Egerton Capital Reduce 2.50% 37,219 0.08
Bill Nygren - Oakmark Select Fund Reduce 6.06% 10,000 0.06
Lee Ainslie - Maverick Capital Buy 6,928 0.03
Thomas Gayner - Markel Asset Management Add 1.70% 3,450 0.01
Chuck Akre - Akre Capital Management Reduce 0.01% 295 0.00
Francois Rochon - Giverny Capital Reduce 4.81% 98 0.00
Torray Funds Reduce 8.25% 65 0.00
Q3  2019
Tweedy Browne Co. - Tweedy Browne Value Fund Sell 100.00% 53,910 3.42
Ruane Cunniff - Sequoia Fund Reduce 34.88% 375,559 2.81
Valley Forge Capital Management Add 114.97% 41,100 2.49
Bill Nygren - Oakmark Select Fund Reduce 69.72% 380,000 2.42
Thomas Russo - Gardner Russo & Quinn Reduce 3.51% 242,751 0.51
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 7.41% 10,000 0.35
Jensen Investment Management Reduce 14.94% 116,487 0.34
Polen Capital Management Add 3.94% 172,942 0.22
John Armitage - Egerton Capital Reduce 5.56% 87,595 0.17
Stephen Mandel - Lone Pine Capital Reduce 3.81% 63,700 0.10
Robert Olstein - Olstein Capital Management Reduce 5.88% 1,000 0.04
Thomas Gayner - Markel Asset Management Add 4.01% 7,800 0.03
Chuck Akre - Akre Capital Management Reduce 0.01% 455 0.00
Torray Funds Reduce 0.88% 7 0.00
Q2  2019
Polen Capital Management Add 65.88% 1,744,262 2.24
Stephen Mandel - Lone Pine Capital Reduce 40.14% 1,120,530 1.84
John Armitage - Egerton Capital Reduce 35.55% 869,451 1.68
Thomas Russo - Gardner Russo & Quinn Reduce 7.02% 521,695 1.05
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 17.32% 11,295 0.72
Jensen Investment Management Reduce 17.29% 163,007 0.49
Bill Nygren - Oakmark Select Fund Reduce 3.37% 19,000 0.11
Robert Olstein - Olstein Capital Management Reduce 12.82% 2,500 0.11
Lee Ainslie - Maverick Capital Sell 100.00% 24,510 0.08
Thomas Gayner - Markel Asset Management Add 3.46% 6,500 0.03
Torray Funds Buy 795 0.02
Chuck Akre - Akre Capital Management Reduce 0.01% 316 0.00
Q1  2019
Lee Ainslie - Maverick Capital Reduce 97.14% 831,308 2.71
Thomas Russo - Gardner Russo & Quinn Reduce 7.94% 641,156 1.17
Triple Frond Partners Add 10.73% 26,300 0.72
Robert Olstein - Olstein Capital Management Reduce 47.15% 17,400 0.68
Bill Nygren - Oakmark Select Fund Reduce 14.42% 95,000 0.49
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 9.69% 7,000 0.40
Stephen Mandel - Lone Pine Capital Reduce 5.20% 153,100 0.21
Ruane Cunniff - Sequoia Fund Reduce 2.55% 28,200 0.19
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 3.57% 5,000 0.16
Thomas Gayner - Markel Asset Management Add 3.29% 6,000 0.02
Jensen Investment Management Reduce 0.21% 1,941 0.01
Chuck Akre - Akre Capital Management Add 0.02% 900 0.00
Francois Rochon - Giverny Capital Reduce 1.69% 35 0.00
Q4  2018
Stephen Mandel - Lone Pine Capital Buy 2,944,587 3.76
Bill Nygren - Oakmark Select Fund Reduce 54.20% 780,000 3.55
Triple Frond Partners Add 31.72% 59,000 1.36
Lee Ainslie - Maverick Capital Reduce 29.53% 358,572 0.99
Robert Olstein - Olstein Capital Management Add 130.63% 20,900 0.65
Thomas Russo - Gardner Russo & Quinn Reduce 3.28% 273,552 0.43
Ruane Cunniff - Sequoia Fund Reduce 5.79% 67,933 0.39
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 4.87% 3,695 0.18
Jensen Investment Management Add 0.36% 3,345 0.01
Chuck Akre - Akre Capital Management Reduce 0.00% 150 0.00
Q3  2018
Ruane Cunniff - Sequoia Fund Reduce 25.17% 394,426 2.24
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 20.00% 35,000 1.05
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 15.62% 14,055 0.69
Thomas Russo - Gardner Russo & Quinn Reduce 3.56% 308,279 0.50
Lee Ainslie - Maverick Capital Add 6.44% 73,513 0.20
Robert Olstein - Olstein Capital Management Reduce 11.11% 2,000 0.06
Francois Rochon - Giverny Capital Reduce 34.14% 1,075 0.03
Chuck Akre - Akre Capital Management Reduce 0.05% 2,506 0.01
Q2  2018
Lee Ainslie - Maverick Capital Add 1983.41% 1,086,117 2.49
Bill Nygren - Oakmark Select Fund Reduce 18.19% 320,000 1.09
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 12.50% 25,000 0.70
Thomas Russo - Gardner Russo & Quinn Reduce 3.21% 286,997 0.41
Ruane Cunniff - Sequoia Fund Reduce 3.76% 61,300 0.30
Robert Olstein - Olstein Capital Management Reduce 18.18% 4,000 0.10
Chuck Akre - Akre Capital Management Add 0.13% 6,890 0.02
Francois Rochon - Giverny Capital Reduce 1.72% 55 0.00

* "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.