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 −2 (slight selling) against MSFT’s −17 (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 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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