Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Mastercard Inc. (MA)
← All MA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 175,472 9.11 Buy 9.11 $480.50–589.67 · VW $525.91i $87,676,000 SEC
2020   Q4 0 0.00 Sell 100.00% 5.72 $281.20–359.41 · VW $326.87i SEC
2020   Q3 199,425 5.72 Reduce 28.14% 2.23 $288.65–367.25 · VW $329.26i $67,439,000 SEC
2020   Q2 277,500 7.91 $295.70 $82,057,000 SEC
2020   Q1 277,500 7.47 Add 18.09% 1.14 $199.99–347.25 · VW $278.10i $67,033,000 SEC
2019   Q4 235,000 6.04 Reduce 13.38% 0.94 $258.51–301.53 · VW $282.19i $70,169,000 SEC
2019   Q3 271,300 7.06 $271.57 $73,677,000 SEC
2019   Q2 271,300 7.26 $264.53 $71,767,000 SEC
2019   Q1 271,300 7.38 Add 10.73% 0.72 $180.98–237.08 · VW $215.43i $63,878,000 SEC
2018   Q4 245,000 5.65 Add 31.72% 1.36 $171.89–225.35 · VW $196.58i $46,219,000 SEC
2018   Q3 186,000 4.30 $222.61 $41,406,000 SEC
2018   Q2 186,000 3.86 $196.52 $36,553,000 SEC
2018   Q1 186,000 3.66 $175.16 $32,580,000 SEC
2017   Q4 186,000 3.19 $151.36 $28,153,000 SEC
2017   Q3 186,000 3.18 $141.20 $26,263,000 SEC
2017   Q2 186,000 2.96 $121.45 $22,590,000 SEC
2017   Q1 186,000 2.78 $112.47 $20,919,000 SEC
2016   Q4 186,000 3.26 Buy 3.26 $99.51–108.93 · VW $103.77i $19,205,000 SEC
Price snapshot:
Current price$537.70
Avg. buy price$499.66
+/- since buy7.61%
52-week low$463.74
52-week high$598.04