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Ownership Diff · V vs MA

V vs MA

Visa · Mastercard

Superinvestor ownership overlap, unique holders, and conviction comparison.

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

Ownership fingerprint

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

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

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

Both · 6
Only MA · 0

All MA holders also hold V.

Shared manager conviction

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

Chuck Akre
V
14.2%
MA
17.8%
The other payment network compounder.
Dev Kantesaria
V
12.8%
MA
11.2%
Payment network toll booth.
François Rochon
V
9.8%
MA
11.2%
Payment network compounder.
Polen Capital
V
7.8%
MA
5.6%
Payment network toll booth.
Andreas Halvorsen
V
5.8%
MA
3.7%
Payment network compounder — decade-long hold.
Terry Smith
V
5.4%
MA
9.8%
Payment network.
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Frequently asked questions

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

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

What managers hold both V and MA?

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

What is the overlap between V and MA institutional ownership?

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

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

Of 6 managers holding both, 3 weight V higher and 3 weight MA 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.