Mastercard Inc. (MA)

Sector:Services
Super Investor Stats:
Ownership count:16
Ownership rank:10
% of all portfolios:0.981%
Hold Price * :$452.58
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Robert Olstein - Olstein Capital Management Reduce 5.89% 300 0.03
Q2  2024
Chuck Akre - Akre Capital Management Reduce 12.38% 570,943 2.22
Polen Capital Management Reduce 5.14% 229,587 0.25
Jensen Investment Management Reduce 3.73% 39,171 0.14
Thomas Russo - Gardner Russo & Quinn Reduce 2.09% 43,948 0.20
Terry Smith - Fundsmith Reduce 0.26% 169 0.00
Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 422 0.00
Viking Global Investors Sell 100.00% 794,313 1.42
Q1  2024
Stephen Mandel - Lone Pine Capital Reduce 38.19% 420,366 1.60
Viking Global Investors Reduce 31.36% 362,918 0.65
John Armitage - Egerton Capital Reduce 30.09% 161,911 0.75
Robert Olstein - Olstein Capital Management Reduce 21.65% 1,407 0.11
Chuck Akre - Akre Capital Management Reduce 8.92% 451,542 1.80
Thomas Russo - Gardner Russo & Quinn Reduce 8.77% 201,991 1.00
Polen Capital Management Reduce 3.81% 177,190 0.20
AltaRock Partners Reduce 0.73% 1,961 0.02
Jensen Investment Management Reduce 0.47% 4,931 0.02
Q4  2023
John Armitage - Egerton Capital Reduce 57.53% 728,930 3.37
Stephen Mandel - Lone Pine Capital Reduce 36.97% 645,552 2.38
Robert Olstein - Olstein Capital Management Reduce 35.00% 3,500 0.25
Chuck Akre - Akre Capital Management Reduce 13.48% 788,927 2.83
AltaRock Partners Reduce 4.09% 11,457 0.11
Thomas Russo - Gardner Russo & Quinn Reduce 3.39% 80,680 0.35
Polen Capital Management Reduce 3.15% 151,254 0.16
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
Robert Olstein - Olstein Capital Management Reduce 9.09% 1,000 0.07
AltaRock Partners Reduce 4.77% 14,059 0.14
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
Chuck Akre - Akre Capital Management Reduce 0.32% 18,698 0.07
Torray Funds Sell 100.00% 613 0.04
Q2  2023
Robert Olstein - Olstein Capital Management Reduce 8.33% 1,000 0.06
Polen Capital Management Reduce 3.44% 177,370 0.17
Thomas Russo - Gardner Russo & Quinn Reduce 2.33% 57,590 0.22
Chase Coleman - Tiger Global Management Sell 100.00% 724,000 2.39
Q1  2023
Viking Global Investors Reduce 53.39% 912,488 1.56
John Armitage - Egerton Capital Reduce 50.07% 1,002,025 3.93
Stephen Mandel - Lone Pine Capital Reduce 22.11% 297,703 1.00
Robert Olstein - Olstein Capital Management Reduce 14.29% 2,000 0.11
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.00% 5,000 0.24
Valley Forge Capital Management Reduce 4.28% 66,565 0.92
Jensen Investment Management Reduce 3.31% 35,554 0.10
Polen Capital Management Reduce 2.44% 129,291 0.12
AltaRock Partners Reduce 2.16% 6,500 0.06
Thomas Russo - Gardner Russo & Quinn Reduce 0.92% 22,900 0.09
Q4  2022
Robert Olstein - Olstein Capital Management Reduce 17.65% 3,000 0.16
Polen Capital Management Reduce 14.01% 861,968 0.88
Stephen Mandel - Lone Pine Capital Reduce 12.83% 198,200 0.66
AltaRock Partners Reduce 8.27% 27,153 0.30
John Armitage - Egerton Capital Reduce 7.40% 159,885 0.48
Thomas Russo - Gardner Russo & Quinn Reduce 6.16% 164,100 0.63
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 4.76% 5,000 0.24
Viking Global Investors Reduce 3.47% 61,355 0.11
Valley Forge Capital Management Reduce 1.19% 18,750 0.26
Chuck Akre - Akre Capital Management Reduce 0.43% 25,200 0.08
Q3  2022
Viking Global Investors Reduce 23.10% 531,722 0.70
Polen Capital Management Reduce 19.51% 1,490,828 1.19
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
Robert Olstein - Olstein Capital Management Reduce 12.12% 2,000 0.10
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 8.70% 10,000 0.41
Polen Capital Management Reduce 3.66% 290,226 0.24
Thomas Russo - Gardner Russo & Quinn Reduce 3.27% 91,434 0.32
AltaRock Partners Reduce 1.11% 2,800 0.03
Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 569 0.01
Lee Ainslie - Maverick Capital Sell 100.00% 150,536 0.96
Q1  2022
Stephen Mandel - Lone Pine Capital Reduce 49.84% 2,403,636 5.12
Lee Ainslie - Maverick Capital Reduce 27.75% 57,813 0.37
Robert Olstein - Olstein Capital Management Reduce 13.16% 2,500 0.11
Thomas Russo - Gardner Russo & Quinn Reduce 8.50% 259,994 0.89
Polen Capital Management Reduce 1.11% 89,070 0.06
Chuck Akre - Akre Capital Management Reduce 0.10% 6,040 0.01
Q4  2021
Warren Buffett - Berkshire Hathaway Reduce 7.04% 302,000 0.03
Thomas Russo - Gardner Russo & Quinn Reduce 3.09% 97,659 0.31
David Tepper - Appaloosa Management Sell 100.00% 132,000 1.09
Q3  2021
John Armitage - Egerton Capital Reduce 14.57% 119,202 0.20
Thomas Russo - Gardner Russo & Quinn Reduce 7.40% 252,166 0.81
Jensen Investment Management Reduce 6.29% 49,284 0.14
Warren Buffett - Berkshire Hathaway Reduce 6.05% 276,108 0.03
David Tepper - Appaloosa Management Reduce 5.71% 8,000 0.07
Lee Ainslie - Maverick Capital Reduce 0.16% 9 0.00
Chuck Akre - Akre Capital Management Reduce 0.14% 8,094 0.02
Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 558 0.01
Stephen Mandel - Lone Pine Capital Sell 100.00% 1,803,798 2.12
Q2  2021
David Tepper - Appaloosa Management Reduce 33.33% 70,000 0.53
Robert Olstein - Olstein Capital Management Reduce 16.67% 1,500 0.07
Stephen Mandel - Lone Pine Capital Reduce 11.22% 227,935 0.27
Francois Rochon - Giverny Capital Reduce 8.40% 839 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 4.65% 166,202 0.51
Jensen Investment Management Reduce 2.14% 17,119 0.05
Chuck Akre - Akre Capital Management Reduce 0.01% 700 0.00
Ruane Cunniff - Sequoia Fund Sell 100.00% 244,627 1.89
Q1  2021
David Tepper - Appaloosa Management Reduce 47.83% 192,500 0.98
Ruane Cunniff - Sequoia Fund Reduce 45.81% 206,768 1.60
Stephen Mandel - Lone Pine Capital Reduce 25.29% 687,664 0.89

* "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.