Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
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 1,541,388 5.33 Reduce 27.69% 1.44 $480.50–589.67 · VW $525.91i $770,169,816 SEC
2025   Q4 2,131,727 5.20 Reduce 22.24% 1.13 $524.70–586.08 · VW $557.29i $1,216,959,930 SEC
2025   Q3 2,741,243 5.06 Reduce 8.38% 0.43 $545.85–601.77 · VW $574.93i $1,559,246,649 SEC
2025   Q2 2,992,048 5.16 Reduce 6.82% 0.38 $465.59–594.71 · VW $549.07i $1,681,351,455 SEC
2025   Q1 3,211,209 5.53 Reduce 8.05% 0.40 $499.92–582.23 · VW $552.40i $1,760,127,802 SEC
2024   Q4 3,492,466 4.97 Reduce 8.89% 0.43 $489.68–537.70 · VW $518.57i $1,839,027,815 SEC
2024   Q3 3,833,355 4.89 Reduce 9.59% 0.45 $428.86–501.80 · VW $470.71i $1,892,910,764 SEC
2024   Q2 4,239,995 4.69 Reduce 5.14% 0.26 $436.90–483.30 · VW $452.90i $1,870,516,110 SEC
2024   Q1 4,469,582 4.97 Reduce 3.81% 0.18 $416.53–490.00 · VW $462.04i $2,152,416,441 SEC
2023   Q4 4,646,772 4.78 Reduce 3.15% 0.16 $359.77–428.36 · VW $399.28i $1,982,041,778 SEC
2023   Q3 4,798,026 5.00 Reduce 3.71% 0.18 $386.42–418.60 · VW $400.89i $1,899,586,591 SEC
2023   Q2 4,982,887 4.86 Reduce 3.44% 0.17 $355.97–395.17 · VW $376.59i $1,959,769,481 SEC
2023   Q1 5,160,257 4.94 Reduce 2.44% 0.13 $340.21–390.00 · VW $362.52i $1,875,289,316 SEC
2022   Q4 5,289,548 5.37 Reduce 14.01% 0.69 $276.87–369.26 · VW $332.53i $1,839,334,526 SEC
2022   Q3 6,151,516 4.90 Reduce 19.51% 1.24 $281.69–361.95 · VW $325.23i $1,749,122,000 SEC
2022   Q2 7,642,344 6.37 Reduce 3.66% 0.20 $303.65–381.97 · VW $346.49i $2,411,007,000 SEC
2022   Q1 7,932,570 5.54 Reduce 1.11% 0.05 $305.61–399.92 · VW $360.23i $2,834,942,000 SEC
2021   Q4 8,021,640 4.84 Add 4.96% 0.23 $306.00–371.13 · VW $338.70i $2,882,336,000 SEC
2021   Q3 7,642,367 4.88 Add 24.11% 0.95 $335.62–395.28 · VW $362.42i $2,657,098,000 SEC
2021   Q2 6,157,489 4.31 Add 5.15% 0.21 $355.24–401.50 · VW $371.74i $2,248,038,000 SEC
2021   Q1 5,856,129 4.70 Add 1.32% 0.06 $312.38–389.50 · VW $346.86i $2,085,075,000 SEC
2020   Q4 5,780,117 4.80 Add 3.32% 0.15 $281.20–359.41 · VW $326.87i $2,063,155,000 SEC
2020   Q3 5,594,314 5.07 Add 1.98% 0.10 $288.65–367.25 · VW $329.26i $1,891,829,000 SEC
2020   Q2 5,485,637 4.91 Add 11.18% 0.49 $227.10–316.06 · VW $280.74i $1,622,103,000 SEC
2020   Q1 4,934,230 5.18 Add 4.48% 0.22 $199.99–347.25 · VW $278.10i $1,191,913,000 SEC
2019   Q4 4,722,849 5.55 Add 3.46% 0.19 $258.51–301.53 · VW $282.19i $1,410,195,000 SEC
2019   Q3 4,565,009 5.71 Add 3.94% 0.22 $253.90–293.69 · VW $274.60i $1,239,719,000 SEC
2019   Q2 4,392,067 5.63 Add 65.88% 2.24 $233.12–269.85 · VW $252.30i $1,161,833,000 SEC
2019   Q1 2,647,805 3.26 Add 5.36% 0.17 $180.98–237.08 · VW $215.43i $623,426,000 SEC
2018   Q4 2,513,147 3.09 Add 38.92% 0.87 $171.89–225.35 · VW $196.58i $474,105,000 SEC
2018   Q3 1,809,014 2.29 Reduce 25.18% 0.77 $194.75–224.36 · VW $209.86i $402,705,000 SEC
2018   Q2 2,417,823 3.05 Add 1.72% 0.05 $167.94–204.00 · VW $186.00i $475,151,000 SEC
2018   Q1 2,377,053 2.96 Add 1.26% 0.04 $151.12–183.73 · VW $170.38i $416,365,000 SEC
2017   Q4 2,347,515 2.64 Add 1.18% 0.03 $140.61–154.65 · VW $148.77i $355,320,000 SEC
2017   Q3 2,320,131 2.64 Add 1.79% 0.05 $120.65–143.59 · VW $132.89i $327,602,000 SEC
2017   Q2 2,279,419 2.42 Add 8.96% 0.20 $111.01–126.19 · VW $119.82i $276,835,000 SEC
2017   Q1 2,091,913 2.19 Add 7.63% 0.16 $104.01–113.50 · VW $109.20i $235,277,000 SEC
2016   Q4 1,943,628 2.21 Add 9.32% 0.19 $99.51–108.93 · VW $103.77i $200,680,000 SEC
2016   Q3 1,777,872 2.16 Add 3.12% 0.07 $86.65–102.31 · VW $96.10i $180,934,000 SEC
2016   Q2 1,724,150 1.93 Add 11.71% 0.20 $87.59–100.00 · VW $94.26i $151,829,000 SEC
2016   Q1 1,543,381 2.00 Add 9.97% 0.18 $78.52–95.83 · VW $88.27i $145,850,000 SEC
2015   Q4 1,403,433 2.11 Add 10.03% 0.19 $88.92–101.76 · VW $97.56i $136,638,000 SEC
2015   Q3 1,275,459 2.11 Add 5.45% 0.11 $74.61–99.18 · VW $91.98i $114,944,000 SEC
2015   Q2 1,209,593 2.19 Reduce 2.12% 0.04 $85.37–96.31 · VW $91.68i $113,073,000 SEC
2015   Q1 1,235,852 2.08 Add 4.86% 0.10 $79.82–93.00 · VW $86.46i $106,765,000 SEC
2014   Q4 1,178,546 2.09 Reduce 1.85% 0.04 $69.64–89.87 · VW $82.97i $101,544,000 SEC
2014   Q3 1,200,728 1.99 Reduce 3.11% 0.06 $73.64–79.22 · VW $75.61i $88,758,000 SEC
2014   Q2 1,239,255 1.99 Reduce 4.78% 0.10 $68.68–77.89 · VW $73.99i $91,048,000 SEC
2014   Q1 1,301,454 2.10 Reduce 0.98% 0.02 $71.75–84.75 · VW $76.55i $97,219,000 SEC
2013   Q4 1,314,370 2.43 Reduce 3.94% 0.08 $64.74–83.94 · VW $75.76i $109,810,000 SEC
2013   Q3 1,368,260 2.12 Add 23778.88% 2.11 $56.70–69.50 · VW $62.52i $92,054,000 SEC
2013   Q2 5,730 0.01 Buy 0.01 $51.86–59.19 · VW $56.12i $329,000 SEC
Price snapshot:
Current price$537.70
Avg. buy price$247.80
+/- since buy116.99%
52-week low$463.74
52-week high$598.04