Mastercard (MA) Trails Market Despite Earnings Growth
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Mastercard Inc (MA)
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Sector: Services-Business Services, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Egerton Capital Limited John Armitage | 363,490 | $186,688,464 | -21% | 1.8% |
| 2. | Katamaran Capital Priya Kodeeswaran | 16,489 | $8,468,750 | -41% | 6.75% |
| 3. | Ayrshire Capital Management John Nevin Jr. | 14,055 | $7,218,558 | +5% | 3.38% |
| 4. | Aquamarine Capital Management Guy Spier | 40,000 | $20,544 | 14.26% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $538.82 | 1,089 | $586,771.71 | 38,739 | 2026-07-15 | Filing | |
| $538.09 | 3,431 | $1,846,191.59 | 39,828 | 2026-07-15 | Filing | |
| $536.95 | 2,510 | $1,347,735.97 | 43,259 | 2026-07-15 | Filing | |
| $534.66 | 6,159 | $3,292,969.71 | 45,769 | 2026-07-15 | Filing | |
| $533.75 | 3,440 | $1,836,091.06 | 51,928 | 2026-07-15 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,832,012 | $940,921,363 | 5.81% | |
| 2. | 1,593,645 | $818,496,072 | 0.71% | |
| 3. | 860,011 | $441,701,650 | 0.55% | |
| 4. | 745,304 | $382,788,114 | 0.86% | |
| 5. | 717,500 | $368,508,000 | 4.09% |
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