Security

MA

Mastercard Incorporated · CL A

CUSIP 57636Q104 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity → earnings →
owners 39
rank #9
master % 0.34%
max % 22.0%
tracked value $56.1B
qoq N 4 A 15 R 15

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Dev Kantesaria - Valley Forge Capital Management, LP 2026 Q1 22.0% Add +2.77 pp 1,487,496 $743M hist
Chuck Akre - Akre Capital Management LLC 2026 Q1 18.6% Reduce -0.23 pp 2,281,106 $1.1B hist
Guy Spier - Aquamarine Zurich AG 2026 Q2 14.3% — 40,000 $21M hist
Guy Spier (legacy LLC) - Aquamarine Capital Management, LLC 2022 Q2 12.2% — 65,750 $21M hist
Thomas Russo - Gardner Russo & Quinn LLC 2026 Q1 9.2% Reduce -0.63 pp 1,555,141 $777M hist
Triple Frond Partners LLC 2026 Q1 9.1% New 9.1% 175,472 $88M hist
Altarock Partners LP 2026 Q1 6.3% Reduce +0.27 pp 522,836 $261M hist
Polen Capital Management LLC 2026 Q1 5.3% Reduce +0.13 pp 1,541,388 $770M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 5.1% Reduce -0.15 pp 147,000 $73M hist
Vulcan Value Partners, LLC 2026 Q1 5.1% Reduce +0.37 pp 383,179 $191M hist
Jensen Investment Management Inc. 2026 Q1 4.8% Add +0.50 pp 490,929 $245M hist
Eric Mandelblatt - Soroban Capital Partners LP 2026 Q1 2.4% Add -5.12 pp 2,464,499 $1.2B hist
John Armitage - Egerton Capital (UK) LLP 2026 Q2 1.8% Reduce -0.75 pp 363,490 $187M hist
Ako Capital LLP 2026 Q1 1.5% Add +0.65 pp 155,592 $78M hist
Lewis Sanders - Sanders Capital, LLC 2026 Q1 1.4% Add +0.39 pp 2,360,429 $1.2B hist
Farallon Capital Management LLC 2026 Q1 1.2% Add +0.77 pp 435,071 $217M hist
Vanguard Group Inc. 2025 Q4 0.7% Add -0.02 pp 79,897,854 $45.6B hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 0.5% Reduce -0.03 pp 28,066 $14M hist
Gavin Baker - Atreides Management, LP 2026 Q1 0.5% Add +0.17 pp 49,604 $25M hist
Ancora Advisors LLC 2026 Q1 0.5% Add +0.14 pp 46,729 $23M hist
Natixis Advisors, LLC 2026 Q1 0.5% Reduce -0.09 pp 661,839 $331M hist
Davidson Kempner Capital Management LP 2026 Q1 0.4% Add -0.01 pp 65,000 $32M hist
Two Sigma Investments, LP 2025 Q4 0.4% Exit -0.36 pp 441,496 $252M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.3% Add +0.24 pp 1,136,219 $568M hist
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 0.2% Reduce -0.18 pp 57,201 $29M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.2% Reduce -0.03 pp 1,588 $793M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.2% Add +0.11 pp 817,074 $408M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.2% New 0.2% 30,452 $15M hist
Renaissance Technologies LLC 2026 Q1 0.2% Add +0.15 pp 194,651 $97M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.02 pp 78,164 $39M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.1% Reduce -0.05 pp 19,516 $10M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.08 pp 1,125,671 $562M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.1% Reduce -0.01 pp 118,615 $59M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.1% — 11,670 $6M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% New 0.1% 76,754 $38M hist
Christopher Bloomstran - Semper Augustus Investments Group LLC 2026 Q1 0.0% New 0.0% 658 $329 hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.84 pp 3,930 $2M hist
Glenn Greenberg - Brave Warrior Advisors, LLC 2026 Q1 0.0% — 422 $211 hist
Mairs & Power Inc. 2026 Q1 0.0% Reduce 0.00 pp 520 $260 hist

39 tracked managers · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income — — —
Net margin — — —

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $18.96B $19.72B $23.56B
Total non-current assets * $23.49B $28.36B $30.6B
Total assets $42.45B $48.08B $54.16B
Total current liabilities $16.26B $19.22B $22.76B
Total non-current liabilities * $19.19B $22.35B $23.65B
Total equity $6.93B $6.48B $7.74B

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $11.98B $14.78B $17.65B
Cash from investing -$1.35B -$3.4B -$1.36B
Cash from financing -$9.49B -$10.84B -$14.18B
Net change in cash $1.27B $343M $2.44B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0001141391

ownership over time

filing count by report period · click a bar for that quarter’s holders