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Ownership Diff · MA vs V

MA vs V

Mastercard · Visa

Superinvestor ownership overlap, unique holders, and conviction comparison.

MA
Mastercard
Financials
ConvictionScore0
SignalMixed
Tracked owners6
V
Visa
Financials
ConvictionScore−14
SignalSlight selling
Tracked owners10

Ownership fingerprint

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

MA only (0)■ Both (6)V only (4)
Both
V only

Of 6 shared managers, 3 weight MA heavier and 3 weight V heavier.

Only MA · 0

All MA holders also hold V.

Both · 6

Shared manager conviction

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

Chuck Akre
MA
17.8%
V
14.2%
Largest position. Held since 2010. Core compounder.
François Rochon
MA
11.2%
V
9.8%
Top conviction. 17-year hold.
Dev Kantesaria
MA
11.2%
V
12.8%
Other payment network.
Terry Smith
MA
9.8%
V
5.4%
Payment network compounder.
Polen Capital
MA
5.6%
V
7.8%
Payment network.
Andreas Halvorsen
MA
3.7%
V
5.8%
The other payment network.
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Frequently asked questions

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

MA (Mastercard) is held by 6 tracked superinvestors; V (Visa) is held by 10. V has 4 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both MA and V?

6 tracked superinvestors hold both MA and V based on the latest SEC 13F filings. Largest dual-holder: Chuck Akre (17.8% MA · 14.2% V). Full overlap table below.

What is the overlap between MA and V institutional ownership?

Across 10 unique tracked holders: 0 hold only MA (0%), 6 hold both (60%), 4 hold only V (40%). The full Venn split + per-manager position % is on this page.

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

Of 6 managers holding both, 3 weight MA higher and 3 weight V higher in their portfolios. Even split. Per-manager position %s in the convergence table below.

Sourced from SEC 13F filings (2026). Not investment advice. Methodology.