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Ownership Diff · MA vs META

MA vs META

Mastercard · Meta Platforms

Superinvestor ownership overlap, unique holders, and conviction comparison.

MA
Mastercard
Financials
ConvictionScore0
SignalMixed
Tracked owners6
META
Meta Platforms
Technology
ConvictionScore+3
SignalSlight accumulation
Tracked owners15

Ownership fingerprint

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

MA only (1)■ Both (5)META only (10)
Both
META only

Of 5 shared managers, 4 weight MA heavier and 1 weight META heavier.

Only MA · 1
Both · 5

Shared manager conviction

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

Chuck Akre
MA
17.8%
META
3.1%
Largest position. Held since 2010. Core compounder.
François Rochon
MA
11.2%
META
6.2%
Top conviction. 17-year hold.
Terry Smith
MA
9.8%
META
6.5%
Payment network compounder.
Polen Capital
MA
5.6%
META
4.1%
Payment network.
Andreas Halvorsen
MA
3.7%
META
6.4%
The other payment network.
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Frequently asked questions

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

MA (Mastercard) is held by 6 tracked superinvestors; META (Meta Platforms) is held by 15. META has 9 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both MA and META?

5 tracked superinvestors hold both MA and META based on the latest SEC 13F filings. Largest dual-holder: Chuck Akre (17.8% MA · 3.1% META). Full overlap table below.

What is the overlap between MA and META institutional ownership?

Across 16 unique tracked holders: 1 hold only MA (6%), 5 hold both (31%), 10 hold only META (63%). The full Venn split + per-manager position % is on this page.

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

Of 5 managers holding both, 4 weight MA higher and 1 weight META 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.