MA vs MSFT
Mastercard · Microsoft
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 15 tracked superinvestors, 3 hold both MA and MSFT (20% of the combined holder base), led by Terry Smith (9.8% MA · 11.2% MSFT). MA appears in 6 tracked portfolios; MSFT in 12, so MSFT is the more widely held of the two among tracked managers.
MA is a Financials holding while MSFT 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 MSFT’s −8 (slight selling); MA shows the stronger net-accumulation reading of the pair.
Among the 3 managers holding both, 0 size MA larger and 3 size MSFT larger — a lean toward MSFT. 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 MSFT only, and who holds both.
Of 3 shared managers, 0 weight MA heavier and 3 weight MSFT heavier.
- Chuck Akre17.8%
- François Rochon11.2%
- Dev Kantesaria11.2%
- Terry Smith9.8 / 11.2%
- Polen Capital5.6 / 9.4%
- Andreas Halvorsen3.7 / 4.8%
- Chris Hohn13.1%
- Chase Coleman10.7%
- Stanley Druckenmiller9.1%
- John Armitage8.9%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- David Tepper5.9%
- Joel Greenblatt4.1%
- +1 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 MSFT?
MA (Mastercard) is held by 6 tracked superinvestors; MSFT (Microsoft) is held by 12. MSFT has 6 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MA and MSFT?
3 tracked superinvestors hold both MA and MSFT based on the latest SEC 13F filings. Largest dual-holder: Terry Smith (9.8% MA · 11.2% MSFT). Full overlap table below.
What is the overlap between MA and MSFT institutional ownership?
Across 15 unique tracked holders: 3 hold only MA (20%), 3 hold both (20%), 9 hold only MSFT (60%). The full Venn split + per-manager position % is on this page.
Among managers holding both MA and MSFT, which do they prefer?
Of 3 managers holding both, 0 weight MA higher and 3 weight MSFT higher in their portfolios. MSFT 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.