7 tracked superinvestors hold MASTERCARD INCORPORATED (MA), worth $4.3B combined, led by David Shaw. Smart money is accumulating MA as of the latest 13F filings.
Current price
$579.21
-2.2%
1Y
Mastercard Incorporated is a global technology firm specializing in providing transaction processing and a wide array of payment solutions, operating across the United States and internationally. Its core business centers on enabling the entire payment transaction lifecycle – including authorization, clearing, and settlement – alongside offering a spectrum of complementary payment services. The…
Market cap
$438.6B
P/E
28.66
Div yield
0.6%
Revenue YoY
16.4%
Analyst target
$671
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
7
tracked 13F / N-PORT funds
Combined value
$4.3B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+2
4 buying · 2 selling
Smart money is net accumulating MA: 4 funds added or opened versus 2 trimming. 1 opened a brand-new position.
MASTERCARD INCORPORATED (MA) is held by 7 tracked funds worth $4.3B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Chuck Akre, who has committed 20.6% of their portfolio to it, while David Shaw holds the largest dollar position.
This quarter 1 fund opened a brand-new position (Terry Smith), with 3 adding and 2 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.5% | $1.1B | |
| Trimmed | 20.6% | $1.0B | |
| Added | 0.7% | $948M | |
| Held | 0.7% | $626M | |
| Added | 0.3% | $276M | |
| New buy | 4.5% | $202M | |
| Trimmed | 4.8% | $102M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
7 insiders filed SEC Form 144 for $68M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Sachin Mehra | Officer | 3,266 | $2M | 2026-09-02 |
| Linda Kirkpatrick | Officer | 923 | $549K | 2026-08-31 |
| Craig Vosburg | Officer | 1,839 | $1M | 2026-08-25 |
| Craig Vosburg | Officer | 5,604 | $3M | 2026-08-24 |
| Sachin Mehra | Officer | 1,000 | $574K | 2026-08-20 |
| Sachin Mehra | Officer | 7,444 | $4M | 2026-08-19 |
| Linda Kirkpatrick | Officer | 1,191 | $678K | 2026-08-17 |
| Raj Seshadri | Officer | 3,465 | $2M | 2026-08-13 |
Which superinvestors own MA?
7 tracked funds hold MASTERCARD INCORPORATED (MA), the largest being David Shaw (D.E. Shaw) at 0.5% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling MA?
In the most recent 13F quarter, 4 tracked funds added or opened MA and 2 trimmed it, including 1 brand-new position.
How much MA do tracked funds hold?
Combined disclosed long exposure to MA across tracked superinvestors is $4.3B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.