META vs MA
Meta Platforms · Mastercard
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 16 tracked superinvestors, 5 hold both META and MA (31% of the combined holder base), led by Terry Smith (6.5% META · 9.8% MA). META appears in 15 tracked portfolios; MA in 6, so META is the more widely held of the two among tracked managers.
META is a Technology holding while MA sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, META’s ConvictionScore reads −2 (slight selling) against MA’s −2 (slight selling); the two carry the same net reading across tracked managers.
Among the 5 managers holding both, 1 size META larger and 4 size MA larger — a lean toward MA. 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 META only, who holds MA only, and who holds both.
Of 5 shared managers, 1 weight META heavier and 4 weight MA heavier.
- Chase Coleman13.4%
- Li Lu11.8%
- David Tepper9.1%
- Chris Hohn8.2%
- Jeffrey Ubben8.1%
- John Armitage7.2%
- Stephen Mandel6.4%
- Tom Slater5.9%
- +2 more
- Terry Smith6.5 / 9.8%
- Andreas Halvorsen6.4 / 3.7%
- François Rochon6.2 / 11.2%
- Polen Capital4.1 / 5.6%
- Chuck Akre3.1 / 17.8%
- Dev Kantesaria11.2%
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: META or MA?
META (Meta Platforms) is held by 15 tracked superinvestors; MA (Mastercard) is held by 6. META has 9 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both META and MA?
5 tracked superinvestors hold both META and MA based on the latest SEC 13F filings. Largest dual-holder: Terry Smith (6.5% META · 9.8% MA). Full overlap table below.
What is the overlap between META and MA institutional ownership?
Across 16 unique tracked holders: 10 hold only META (63%), 5 hold both (31%), 1 hold only MA (6%). The full Venn split + per-manager position % is on this page.
Among managers holding both META and MA, which do they prefer?
Of 5 managers holding both, 1 weight META higher and 4 weight MA higher in their portfolios. MA 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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