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 0 (mixed) against META’s +3 (slight accumulation); META shows the stronger net-accumulation reading of the pair.
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 position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.