MA vs V
Mastercard · Visa
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 10 tracked superinvestors, 6 hold both MA and V (60% of the combined holder base), led by Chuck Akre (17.8% MA · 14.2% V). MA appears in 6 tracked portfolios; V in 10, so V is the more widely held of the two among tracked managers.
Both sit in Financials, so the overlap reflects manager preference within one sector rather than a cross-sector divide. On the latest 13F cohort, MA’s ConvictionScore reads −2 (slight selling) against V’s −14 (slight selling); MA shows the stronger net-accumulation reading of the pair.
Among the 6 managers holding both, 3 size MA larger and 3 size V larger — an even conviction split. 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 V only, and who holds both.
Of 6 shared managers, 3 weight MA heavier and 3 weight V heavier.
All MA holders also hold V.
- Chuck Akre17.8 / 14.2%
- François Rochon11.2 / 9.8%
- Dev Kantesaria11.2 / 12.8%
- Terry Smith9.8 / 5.4%
- Polen Capital5.6 / 7.8%
- Andreas Halvorsen3.7 / 5.8%
- Chris Hohn11.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- William von Mueffling6.1%
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 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 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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