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Ownership Diff · MA vs MCO

MA vs MCO

Mastercard · Moody's Corp

Superinvestor ownership overlap, unique holders, and conviction comparison.

MA
Mastercard
Financials
ConvictionScore0
SignalMixed
Tracked owners6
MCO
Moody's Corp
Financials
ConvictionScore+16
SignalSlight accumulation
Tracked owners7

Ownership fingerprint

Who holds MA only, who holds MCO only, and who holds both.

MA only (3)■ Both (3)MCO only (4)
MA only
Both
MCO only

Of 3 shared managers, 2 weight MA heavier and 1 weight MCO heavier.

Both · 3

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

Chuck Akre
MA
17.8%
MCO
13.4%
Largest position. Held since 2010. Core compounder.
François Rochon
MA
11.2%
MCO
5.5%
Top conviction. 17-year hold.
Dev Kantesaria
MA
11.2%
MCO
22.4%
Other payment network.
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Frequently asked questions

Which has more hedge-fund owners: MA or MCO?

MA (Mastercard) is held by 6 tracked superinvestors; MCO (Moody's Corp) is held by 7. MCO has 1 more tracked holder. Full ranking by % of portfolio in the table below.

What managers hold both MA and MCO?

3 tracked superinvestors hold both MA and MCO based on the latest SEC 13F filings. Largest dual-holder: Chuck Akre (17.8% MA · 13.4% MCO). Full overlap table below.

What is the overlap between MA and MCO institutional ownership?

Across 10 unique tracked holders: 3 hold only MA (30%), 3 hold both (30%), 4 hold only MCO (40%). The full Venn split + per-manager position % is on this page.

Among managers holding both MA and MCO, which do they prefer?

Of 3 managers holding both, 2 weight MA higher and 1 weight MCO higher in their portfolios. MA is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.

Sourced from SEC 13F filings (2026). Not investment advice. Methodology.