15 hedge funds and family offices disclose a MA position in their latest SEC 13F filing — combined $5.14B in market value. Of those, 6 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 2,131,727 | $1.22B | 5.20% | 2025-12-31 |
| 2 | Bill Ackman | Pershing Square Capital Management, L.P. | 2,124,646 | $1.09B | 5.61% | 2026-06-30 |
| 3 | Chuck Akre | Akre Capital Management, LLC | 1,989,906 | $1.02B | 19.95% | 2026-06-30 |
| 4 | Thomas Russo | Gardner Russo & Quinn LLC | 1,522,395 | $781.9M | 8.76% | 2026-06-30 |
| 5 | Dev Kantesaria | Valley Forge Capital Management | 1,065,934 | $547.5M | 17.57% | 2026-06-30 |
| 6 | Egerton Capital | Egerton Capital (UK) LLP | 458,342 | $261.7M | 2.84% | 2025-12-31 |
| 7 | Tom Gayner | Markel Group Inc. | 207,540 | $106.6M | 0.81% | 2026-06-30 |
| 8 | Stephen Mandel | Lone Pine Capital LLC | 96,338 | $55.0M | 0.40% | 2025-12-31 |
| 9 | Guy Spier | Aquamarine Capital Management, LLC | 65,750 | $20.7M | 12.19% | 2022-06-30 |
| 10 | Francois Rochon | Giverny Capital Inc. | 28,759 | $16.4M | 0.55% | 2025-12-31 |
| 11 | George Soros | Soros Fund Management LLC | 30,452 | $15.6M | 0.19% | 2026-06-30 |
| 12 | Donald Yacktman | Yacktman Asset Management LP | 11,670 | $6.0M | 0.07% | 2026-06-30 |
| 13 | Mairs & Power | Mairs & Power Inc | 624 | $356K | 0.00% | 2025-12-31 |
| 14 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 325 | $186K | 0.03% | 2025-12-31 |
| 15 | AKO Capital | Ako Capital LLP | 100,109 | $57K | 0.87% | 2025-12-31 |
As of the latest 13F window, 15 tracked superinvestors hold MA. The largest disclosed position is Polen Capital at $1.22B (5.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MA, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
15 hedge funds and family offices disclose a MA position in their latest SEC 13F filing — combined $5.14B in market value. Of those, 6 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 2,131,727 | $1.22B | 5.20% | 2025-12-31 |
| 2 | Bill Ackman | Pershing Square Capital Management, L.P. | 2,124,646 | $1.09B | 5.61% | 2026-06-30 |
| 3 | Chuck Akre | Akre Capital Management, LLC | 1,989,906 | $1.02B | 19.95% | 2026-06-30 |
| 4 | Thomas Russo | Gardner Russo & Quinn LLC | 1,522,395 | $781.9M | 8.76% | 2026-06-30 |
| 5 | Dev Kantesaria | Valley Forge Capital Management | 1,065,934 | $547.5M | 17.57% | 2026-06-30 |
| 6 | Egerton Capital | Egerton Capital (UK) LLP | 458,342 | $261.7M | 2.84% | 2025-12-31 |
| 7 | Tom Gayner | Markel Group Inc. | 207,540 | $106.6M | 0.81% | 2026-06-30 |
| 8 | Stephen Mandel | Lone Pine Capital LLC | 96,338 | $55.0M | 0.40% | 2025-12-31 |
| 9 | Guy Spier | Aquamarine Capital Management, LLC | 65,750 | $20.7M | 12.19% | 2022-06-30 |
| 10 | Francois Rochon | Giverny Capital Inc. | 28,759 | $16.4M | 0.55% | 2025-12-31 |
| 11 | George Soros | Soros Fund Management LLC | 30,452 | $15.6M | 0.19% | 2026-06-30 |
| 12 | Donald Yacktman | Yacktman Asset Management LP | 11,670 | $6.0M | 0.07% | 2026-06-30 |
| 13 | Mairs & Power | Mairs & Power Inc | 624 | $356K | 0.00% | 2025-12-31 |
| 14 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 325 | $186K | 0.03% | 2025-12-31 |
| 15 | AKO Capital | Ako Capital LLP | 100,109 | $57K | 0.87% | 2025-12-31 |
As of the latest 13F window, 15 tracked superinvestors hold MA. The largest disclosed position is Polen Capital at $1.22B (5.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MA, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
