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
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
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
Q3  2023
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
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
Q2  2023
Chase Coleman - Tiger Global Management Sell 100.00% 724,000 2.39
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
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
AltaRock Partners Reduce 2.16% 6,500 0.06
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
Viking Global Investors Reduce 3.47% 61,355 0.11
Chuck Akre - Akre Capital Management Reduce 0.43% 25,200 0.08
Q3  2022
Polen Capital Management Reduce 19.51% 1,490,828 1.19
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
Jensen Investment Management Reduce 0.30% 3,035 0.01
Q2  2022
Stephen Mandel - Lone Pine Capital Reduce 36.14% 874,248 2.60
Lee Ainslie - Maverick Capital Sell 100.00% 150,536 0.96
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
AltaRock Partners Reduce 1.11% 2,800 0.03
Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 569 0.01
Q1  2022
Stephen Mandel - Lone Pine Capital Reduce 49.84% 2,403,636 5.12
Thomas Russo - Gardner Russo & Quinn Reduce 8.50% 259,994 0.89
Lee Ainslie - Maverick Capital Reduce 27.75% 57,813 0.37
Robert Olstein - Olstein Capital Management Reduce 13.16% 2,500 0.11
Polen Capital Management Reduce 1.11% 89,070 0.06
Chuck Akre - Akre Capital Management Reduce 0.10% 6,040 0.01
Q4  2021
David Tepper - Appaloosa Management Sell 100.00% 132,000 1.09
Thomas Russo - Gardner Russo & Quinn Reduce 3.09% 97,659 0.31
Warren Buffett - Berkshire Hathaway Reduce 7.04% 302,000 0.03
Q3  2021
Stephen Mandel - Lone Pine Capital Sell 100.00% 1,803,798 2.12
Thomas Russo - Gardner Russo & Quinn Reduce 7.40% 252,166 0.81
John Armitage - Egerton Capital Reduce 14.57% 119,202 0.20
Jensen Investment Management Reduce 6.29% 49,284 0.14
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
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
Chuck Akre - Akre Capital Management Reduce 0.01% 700 0.00
Q1  2021
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
Jensen Investment Management Reduce 4.47% 37,495 0.11
Chuck Akre - Akre Capital Management Reduce 0.22% 12,995 0.03
Q4  2020
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
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
Torray Funds Sell 100.00% 659 0.04
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
Thomas Russo - Gardner Russo & Quinn Reduce 9.54% 515,610 1.69
Stephen Mandel - Lone Pine Capital Reduce 19.99% 440,700 0.64

* "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.