Stock thesis
Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.
Mastercard operates a global electronic payments network and provides related payment services.
Neutral synthesis
Why this name is here
10 tracked funds report MA in their latest available 13F, representing $2.2B of combined reported value on this page.
Counter-evidence
6 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.
Continue the work
Rows are narrowed by movement, fund type, and position size.
| Fund | Move | Read | Value | Weight |
|---|---|---|---|---|
| Akre Capital Management largest tracked holder Q1 2026 · filed May 14, 2026 · SEC filing | −24% | reported share count decreased | $1,139,777,424 | 18.64% |
| Polen Capital Management position history Q2 2026 · filed Aug 4, 2026 · SEC filing | −26% | reported share count decreased | $586,509,275 | 5.05% |
| AltaRock Partners position history Q1 2026 · filed May 15, 2026 · SEC filing | −4% | reported share count decreased | $261,240,236 | 6.33% |
| Markel Group position history Q2 2026 · filed Jul 31, 2026 · SEC filing | — | latest reported holder | $106,592,545 | 0.81% |
| Lone Pine Capital position history Q1 2026 · filed May 15, 2026 · SEC filing | −41% | reported share count decreased | $28,581,052 | 0.23% |
| Atreides Management position history Q1 2026 · filed May 18, 2026 · SEC filing | +8% | reported share count increased | $24,785,135 | 0.6% |
| Aquamarine Capital position history Q2 2026 · filed Jul 10, 2026 · SEC filing | — | reported weight at least 5% | $20,544,000 | 14.26% |
| Tudor Investment Corp position history Q1 2026 · filed May 15, 2026 · SEC filing | NEW | new reported position | $1,173,202 | 0.01% |
|
Thrive Capital
position history
Q1 2026
· filed May 14, 2026
· SEC filing 1 SEC filing 2 |
−0% | reported share count decreased | $264,741 | 0.03% |
| Brave Warrior Advisors position history Q1 2026 · filed May 15, 2026 · SEC filing | — | latest reported holder | $210,857 | 0.01% |
SEC fundamentals
SEC Forms 4/5
Official-source analysis
We publish a cited report after an eligible official earnings filing is accepted and passes validation.
Options market
