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 0 (mixed) 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 position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.