Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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 28,066 0.51 Reduce 2.41% 0.01 $480.50–589.67 · VW $525.91i $14,023,458 SEC
2025   Q4 28,759 0.55 Add 3.73% 0.02 $524.70–586.08 · VW $557.29i $16,417,938 SEC
2025   Q3 27,724 0.53 Reduce 0.42% <0.01 $545.85–601.77 · VW $574.93i $15,769,688 SEC
2025   Q2 27,841 0.54 Add 2.95% 0.02 $465.59–594.71 · VW $549.07i $15,644,972 SEC
2025   Q1 27,043 0.55 Add 2.92% 0.02 $499.92–582.23 · VW $552.40i $14,822,809 SEC
2024   Q4 26,275 0.51 Add 2.85% 0.01 $489.68–537.70 · VW $518.57i $13,835,627 SEC
2024   Q3 25,546 0.48 Add 8.60% 0.04 $428.86–501.80 · VW $470.71i $12,614,615 SEC
2024   Q2 23,524 0.44 Add 3.08% 0.01 $436.90–483.30 · VW $452.90i $10,377,848 SEC
2024   Q1 22,821 0.45 Add 6.69% 0.03 $416.53–490.00 · VW $462.04i $10,989,909 SEC
2023   Q4 21,390 0.43 Add 3.03% 0.01 $359.77–428.36 · VW $399.28i $9,123,049 SEC
2023   Q3 20,760 0.45 Add 7.52% 0.03 $386.42–418.60 · VW $400.89i $8,219,092 SEC
2023   Q2 19,308 0.40 Add 2.51% <0.01 $355.97–395.17 · VW $376.59i $7,593,836 SEC
2023   Q1 18,836 0.41 Add 8.29% 0.03 $340.21–390.00 · VW $362.52i $6,845,191 SEC
2022   Q4 17,394 0.37 Add 12.17% 0.04 $276.87–369.26 · VW $332.53i $6,048,416 SEC
2022   Q3 15,507 0.30 Add 3.31% <0.01 $281.69–361.95 · VW $325.23i $4,409,000 SEC
2022   Q2 15,010 0.31 Add 0.37% <0.01 $303.65–381.97 · VW $346.49i $4,735,000 SEC
2022   Q1 14,955 0.30 Add 2.80% <0.01 $305.61–399.92 · VW $360.23i $5,345,000 SEC
2021   Q4 14,547 0.28 Add 10.21% 0.03 $306.00–371.13 · VW $338.70i $5,227,000 SEC
2021   Q3 13,199 0.27 Add 44.25% 0.08 $335.62–395.28 · VW $362.42i $4,589,000 SEC
2021   Q2 9,150 0.20 Reduce 8.40% 0.02 $355.24–401.50 · VW $371.74i $3,341,000 SEC
2021   Q1 9,989 0.24 Add 3.57% <0.01 $312.38–389.50 · VW $346.86i $3,557,000 SEC
2020   Q4 9,645 0.26 Add 16.68% 0.04 $281.20–359.41 · VW $326.87i $3,443,000 SEC
2020   Q3 8,266 0.26 Add 1.41% <0.01 $288.65–367.25 · VW $329.26i $2,795,000 SEC
2020   Q2 8,151 0.24 Add 319.94% 0.18 $227.10–316.06 · VW $280.74i $2,410,000 SEC
2020   Q1 1,941 0.06 $241.63 $469,000 SEC
2019   Q4 1,941 0.05 Reduce 4.81% <0.01 $258.51–301.53 · VW $282.19i $580,000 SEC
2019   Q3 2,039 0.06 $271.70 $554,000 SEC
2019   Q2 2,039 0.05 $264.35 $539,000 SEC
2019   Q1 2,039 0.06 Reduce 1.69% <0.01 $180.98–237.08 · VW $215.43i $480,000 SEC
2018   Q4 2,074 0.05 $188.52 $391,000 SEC
2018   Q3 2,074 0.06 Reduce 34.14% 0.03 $194.75–224.36 · VW $209.86i $462,000 SEC
2018   Q2 3,149 0.09 Reduce 1.72% <0.01 $167.94–204.00 · VW $186.00i $619,000 SEC
2018   Q1 3,204 0.08 $175.09 $561,000 SEC
2017   Q4 3,204 0.07 $151.37 $485,000 SEC
2017   Q3 3,204 0.07 Add 113.03% 0.04 $120.65–143.59 · VW $132.89i $452,000 SEC
2017   Q2 1,504 0.03 $121.68 $183,000 SEC
2017   Q1 1,504 0.03 $112.37 $169,000 SEC
2016   Q4 1,504 0.03 $103.06 $155,000 SEC
2016   Q3 1,504 0.04 $101.73 $153,000 SEC
2016   Q2 1,504 0.04 $87.77 $132,000 SEC
2016   Q1 1,504 0.04 $94.41 $142,000 SEC
2015   Q4 1,504 0.04 $97.07 $146,000 SEC
2015   Q3 1,504 0.04 $90.43 $136,000 SEC
2015   Q2 1,504 0.04 Reduce 64.02% 0.06 $85.37–96.31 · VW $91.68i $141,000 SEC
2015   Q1 4,180 0.09 $86.36 $361,000 SEC
Price snapshot:
Current price$537.70
Avg. buy price$371.74
+/- since buy44.64%
52-week low$463.74
52-week high$598.04