MA vs META
Mastercard · Meta Platforms
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 16 tracked superinvestors, 5 hold both MA and META (31% of the combined holder base), led by Chuck Akre (17.8% MA · 3.1% META). MA appears in 6 tracked portfolios; META in 15, so META is the more widely held of the two among tracked managers.
MA is a Financials holding while META sits in Technology — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, MA’s ConvictionScore reads −2 (slight selling) against META’s −2 (slight selling); the two carry the same net reading across tracked managers.
Among the 5 managers holding both, 4 size MA larger and 1 size META larger — a lean toward MA. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds MA only, who holds META only, and who holds both.
Of 5 shared managers, 4 weight MA heavier and 1 weight META heavier.
- Dev Kantesaria11.2%
- Chuck Akre17.8 / 3.1%
- François Rochon11.2 / 6.2%
- Terry Smith9.8 / 6.5%
- Polen Capital5.6 / 4.1%
- Andreas Halvorsen3.7 / 6.4%
- Chase Coleman13.4%
- Li Lu11.8%
- David Tepper9.1%
- Chris Hohn8.2%
- Jeffrey Ubben8.1%
- John Armitage7.2%
- Stephen Mandel6.4%
- Tom Slater5.9%
- +2 more
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
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 positions are in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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