Curated managers
15 of 57 hold Mastercard Inc · holdings at Jun 30, 2026
| Manager | % of book | Change | ||
|---|---|---|---|---|
| Akre Capital Management LLC John Neff · Chief Executive Officer & Chief Investment Officer | 20.01% | #1 | 2.0M | Reduced-291.2K |
| Gardner Russo & Quinn LLC Thomas Russo · Managing Member/Chairman | 8.76% | #4 | 1.5M | Reduced-32.7K |
| Pershing Square Capital Management, L.P. Bill Ackman · Chief Executive Officer and Chairman | 5.61% | #9 | 2.1M | New position+2.1M |
| Weitz Investment Management, Inc. Wallace Weitz · Founder, Co-Chairman of the Board, Portfolio Manager | 5.17% | #5 | 145.3K | Reduced-1.6K |
| Polen Capital Management, LLC | 5.05% | #8 | 1.1M | Reduced-399.4K |
| Fundsmith LLP Terry Smith · Partner and Chief Executive Officer Files 2 separate books — shown apart, never added together. | 4.69% | #6 | 1.2M | New position+1.2M |
FUNDSMITH INVESTMENT SERVICES LTD.second book | 4.47% | #8 | 392.9K | New position+392.9K |
| Markel Group Inc. Tom Gayner · Chief Executive Officer | 0.81% | #37 | 207.5K | Unchanged |
| Baillie Gifford & Co | 0.80% | #29 | 1.7M | Added+360.7K |
| Giverny Capital Inc. Francois Rochon · President and Portfolio Manager | 0.50% | #37 | 28.8K | Added+750 |
| Soros Fund Management LLC Dawn Fitzpatrick · Chief Executive Officer & Chief Investment Officer | 0.21% | #113 | 30.5K | Unchanged |
| Horizon Kinetics Asset Management LLC Murray Stahl · Co-Founder, Chairman, CEO & CIO (died 2026-04-07) (historical) | 0.10% | #52 | 17.7K | Reduced-1.8K |
| Harris Associates L.P. (Oakmark Funds) Bill Nygren · Partner and Co-CIO, U.S. | 0.07% | #87 | 101.0K | Reduced-17.6K |
| Baron Capital Group (BAMCO, Inc.) Ron Baron · Founder, Chief Executive Officer and Portfolio Manager | 0.06% | #151 | 79.7K | Reduced-45 |
| Semper Augustus Investments Group LLC Christopher Bloomstran · President and Chief Investment Officer | 0.04% | #39 | 658 | Unchanged |
| Brave Warrior Advisors, LLC Glenn Greenberg · Chief Investment Officer | 0.01% | #29 | 1.2K | Added+750 |
| Bridgewater Associates, LP Ray Dalio · Founder (relinquished control of the firm in 2022) (historical) | — | — | — | Sold out |
| Lone Pine Capital LLC Stephen Mandel · Founder | — | — | — | Sold out |
| Renaissance Technologies LLC Jim Simons · Founder (died 2024-05-10) (historical) | — | — | — | Sold out |