MA fund manager activity
Mastercard Incorporated · NYSE. Reported by 45 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | Added | 155,592 | $77,743,000 | 1.52% | May 15, 2026 |
| Chuck Akre - Akre Capital Management | Trimmed | 2,281,106 | $1,139,777,424 | 18.6% | May 14, 2026 |
| AltaRock Partners | Trimmed | 522,836 | $261,240,236 | 6.33% | May 15, 2026 |
| Guy Spier - Aquamarine Capital | No change | 40,000 | $19,986,000 | 14.8% | Apr 17, 2026 |
| Gavin Baker - Atreides Management | Added | 49,604 | $24,785,135 | 0.60% | May 18, 2026 |
| Ron Baron - Baron Capital | Trimmed | 79,754 | $39,849,884 | 0.12% | May 15, 2026 |
| Warren Buffett - Berkshire Hathaway | Sold out | — | — | 0.00% | May 15, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | No change | 422 | $210,857 | 0.01% | May 15, 2026 |
| Arnold Van Den Berg - Century Management | Trimmed | 1,588 | $793,460 | 0.18% | May 15, 2026 |
| John Armitage - Egerton Capital | Added | 459,652 | $229,669,718 | 2.55% | May 13, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 4,407,853 | $2,202,428,450 | 0.75% | May 5, 2026 |
| Jeremy Grantham - GMO | Added | 950,785 | $475,070,366 | 1.22% | May 14, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 1,555,141 | $777,041,820 | 9.15% | May 13, 2026 |
| Francois Rochon - Giverny Capital | Trimmed | 28,066 | $14,023,458 | 0.51% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 78,164 | $39,055,424 | 0.12% | May 15, 2026 |
| Jensen Investment Management | Added | 490,929 | $245,297,584 | 4.84% | May 5, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 57,201 | $28,581,052 | 0.23% | May 15, 2026 |
| Mairs & Power Funds | Trimmed | 520 | $259,823 | 0.00% | May 14, 2026 |
| Thomas Gayner - Markel Group | No change | 207,540 | $103,699,436 | 0.87% | May 1, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 118,615 | $59,267,280 | 0.08% | May 15, 2026 |
| Polen Capital Management | Trimmed | 1,541,388 | $770,169,816 | 5.33% | May 14, 2026 |
| Christopher Bloomstran - Semper Augustus | New | 658 | $328,852 | 0.04% | May 15, 2026 |
| Triple Frond Partners | New | 175,472 | $87,676,000 | 9.11% | May 15, 2026 |
| Valley Forge Capital Management | Added | 1,487,496 | $743,242,251 | 22.0% | May 15, 2026 |
| Vulcan Value Partners | Trimmed | 383,179 | $191,459,219 | 5.08% | May 11, 2026 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 147,000 | $73,450,020 | 5.13% | May 14, 2026 |
| Yacktman Asset Management | No change | 11,670 | $5,831,032 | 0.08% | May 1, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | New | 100,109 | $57,150,000 | 0.87% | Feb 17, 2026 |
| Chuck Akre - Akre Capital Management | Trimmed | 3,005,280 | $1,715,654,246 | 18.8% | Feb 13, 2026 |
| AltaRock Partners | Trimmed | 541,836 | $309,323,336 | 6.07% | Feb 13, 2026 |
| Guy Spier - Aquamarine Capital | Trimmed | 40,000 | $22,835,000 | 15.5% | Jan 15, 2026 |
| Gavin Baker - Atreides Management | Added | 45,958 | $26,236,503 | 0.56% | Feb 17, 2026 |
| Ron Baron - Baron Capital | Trimmed | 79,958 | $45,646,423 | 0.12% | Feb 17, 2026 |
| Warren Buffett - Berkshire Hathaway | No change | 3,986,648 | $2,275,897,610 | 0.83% | Feb 17, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | No change | 422 | $240,911 | 0.01% | Feb 17, 2026 |
| Arnold Van Den Berg - Century Management | Trimmed | 1,592 | $908,841 | 0.21% | Feb 17, 2026 |
| John Armitage - Egerton Capital | Trimmed | 458,342 | $261,658,281 | 2.84% | Feb 11, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 4,355,805 | $2,486,642,358 | 0.85% | Feb 9, 2026 |
| Jeremy Grantham - GMO | No change | 2,433 | $1,388,951 | 0.00% | Feb 17, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 1,585,999 | $905,414,977 | 9.77% | Feb 12, 2026 |
| Francois Rochon - Giverny Capital | Added | 28,759 | $16,417,938 | 0.55% | Feb 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 67,842 | $38,729,641 | 0.14% | Feb 17, 2026 |
| Jensen Investment Management | Trimmed | 482,740 | $275,586,611 | 4.34% | Feb 11, 2026 |
| Stephen Mandel - Lone Pine Capital | New | 96,338 | $54,997,437 | 0.40% | Feb 17, 2026 |
| Mairs & Power Funds | Trimmed | 624 | $356,229 | 0.00% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | No change | 207,540 | $118,480,436 | 0.94% | Feb 6, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 119,031 | $67,952,496 | 0.09% | Feb 17, 2026 |
| Polen Capital Management | Trimmed | 2,131,727 | $1,216,959,930 | 5.20% | Feb 12, 2026 |
| Valley Forge Capital Management | Added | 1,487,409 | $849,132,050 | 19.2% | Feb 17, 2026 |
| Vulcan Value Partners | Trimmed | 449,194 | $256,409 | 4.63% | Mar 17, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 155,900 | $89,000,192 | 5.28% | Feb 12, 2026 |
| Yacktman Asset Management | No change | 11,670 | $6,662,170 | 0.09% | Feb 3, 2026 |