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 +3 (slight accumulation) against MA’s 0 (mixed); META shows the stronger net-accumulation reading of the pair.
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 position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.