Stable Growth Trajectory Positions Mastercard (MA) for Strong Returns
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 4,357,285 | $2,237,902,157 | -2% | 0.67% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 4,236,451 | $2,175,841,234 | +16% | 0.97% |
| 3. | Eagle Capital Management Boykin Curry | 2,682,370 | $1,377,665,239 | +330% | 4.21% |
| 4. | Soroban Capital Partners Eric W. Mandelblatt | 2,512,516 | $1,290,428,218 | +2% | 2.7% |
| 5. | Pershing Square Bill Ackman | 2,124,646 | $1,091,218,186 | 5.61% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $390.96 | 1,000 | $390,960.00 | 9,743 | 2023-11-09 | Filing | |
| $265.00 | 1,000 | $265,000.00 | 5,691 | 2020-03-11 | Filing | |
| $270.09 | 1,735 | $468,603.20 | 6,031 | 2019-08-12 | Filing | |
| $276.85 | 500 | $138,423.45 | 4,691 | 2019-08-01 | Filing | |
| $277.29 | 500 | $138,646.65 | 4,191 | 2019-08-01 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $572.07 | 1,000 | $572,070.00 | 39,916 | 2026-08-20 | Filing | |
| $582.25 | 160 | $93,160.00 | 40,916 | 2026-08-19 | Filing | |
| $581.58 | 840 | $488,523.59 | 41,076 | 2026-08-19 | Filing | |
| $580.39 | 732 | $424,846.58 | 41,916 | 2026-08-19 | Filing | |
| $579.35 | 400 | $231,741.68 | 42,648 | 2026-08-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 66,393,565 | $34,099,734,715 | 0.51% | |
| 2. | 60,347,774 | $30,994,616,726 | 96.7% | |
| 3. | 52,122,015 | $26,769,866,904 | 0.57% | |
| 4. | 36,964,305 | $18,984,867,048 | 0.56% | |
| 5. | 28,228,027 | $14,386,132,206 | 0.8% |