John Osterweis - AltaRock Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $4,126,337,614
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 522,836 6.33 Reduce 3.51% 0.21 $480.50–589.67 · VW $525.91i $261,240,236 SEC
2025   Q4 541,836 6.07 Reduce 7.23% 0.44 $524.70–586.08 · VW $557.29i $309,323,336 SEC
2025   Q3 584,086 6.07 Reduce 0.37% 0.02 $545.85–601.77 · VW $574.93i $332,233,958 SEC
2025   Q2 586,254 6.01 $561.94 $329,439,573 SEC
2025   Q1 586,254 6.46 $548.12 $321,337,542 SEC
2024   Q4 586,254 6.24 Reduce 5.45% 0.33 $489.68–537.70 · VW $518.57i $308,703,769 SEC
2024   Q3 620,033 6.03 Add 132.19% 3.43 $428.86–501.80 · VW $470.71i $306,172,295 SEC
2024   Q2 267,033 2.42 $441.16 $117,804,278 SEC
2024   Q1 267,033 2.76 Reduce 0.73% 0.02 $416.53–490.00 · VW $462.04i $128,595,082 SEC
2023   Q4 268,994 2.56 Reduce 4.09% 0.11 $359.77–428.36 · VW $399.28i $114,728,631 SEC
2023   Q3 280,451 2.78 Reduce 4.77% 0.13 $386.42–418.60 · VW $400.89i $111,033,355 SEC
2023   Q2 294,510 2.78 $393.30 $115,830,783 SEC
2023   Q1 294,510 2.93 Reduce 2.16% 0.07 $340.21–390.00 · VW $362.52i $107,027,879 SEC
2022   Q4 301,010 3.29 Reduce 8.27% 0.25 $276.87–369.26 · VW $332.53i $104,670,207 SEC
2022   Q3 328,163 3.05 Add 32.08% 0.74 $281.69–361.95 · VW $325.23i $93,310,000 SEC
2022   Q2 248,449 2.42 Reduce 1.11% 0.03 $303.65–381.97 · VW $346.49i $78,381,000 SEC
2022   Q1 251,249 2.29 $357.38 $89,791,000 SEC
2021   Q4 251,249 2.38 Add 42.55% 0.71 $306.00–371.13 · VW $338.70i $90,279,000 SEC
2021   Q3 176,249 1.65 $347.68 $61,278,000 SEC
2021   Q2 176,249 1.78 $365.09 $64,347,000 SEC
2021   Q1 176,249 2.39 $356.05 $62,753,000 SEC
2020   Q4 176,249 2.64 Reduce 54.45% 3.36 $281.20–359.41 · VW $326.87i $62,910,000 SEC
2020   Q3 386,940 6.17 Reduce 6.07% 0.38 $288.65–367.25 · VW $329.26i $130,851,000 SEC
2020   Q2 411,940 6.24 Add 13.81% 0.76 $227.10–316.06 · VW $280.74i $121,811,000 SEC
2020   Q1 361,940 5.55 Reduce 8.82% 0.65 $199.99–347.25 · VW $278.10i $87,430,000 SEC
2019   Q4 396,940 7.33 $298.59 $118,522,000 SEC
2019   Q3 396,940 9.34 $271.57 $107,797,000 SEC
2019   Q2 396,940 9.06 $264.53 $105,003,000 SEC
2019   Q1 396,940 8.88 $235.45 $93,460,000 SEC
2018   Q4 396,940 8.91 Reduce 0.34% 0.03 $171.89–225.35 · VW $196.58i $74,883,000 SEC
2018   Q3 398,290 8.14 $222.61 $88,663,000 SEC
2018   Q2 398,290 8.09 $196.52 $78,272,000 SEC
2018   Q1 398,290 7.98 $175.16 $69,764,000 SEC
2017   Q4 398,290 7.92 $151.36 $60,285,000 SEC
2017   Q3 398,290 8.22 $141.20 $56,239,000 SEC
2017   Q2 398,290 6.81 $121.45 $48,372,000 SEC
2017   Q1 398,290 6.64 Reduce 1.34% 0.08 $104.01–113.50 · VW $109.20i $44,796,000 SEC
2016   Q4 403,690 6.11 $103.25 $41,681,000 SEC
2016   Q3 403,690 6.54 $101.77 $41,084,000 SEC
2016   Q2 403,690 6.46 $88.06 $35,549,000 SEC
2016   Q1 403,690 7.03 $94.50 $38,149,000 SEC
2015   Q4 403,690 7.99 $97.36 $39,303,000 SEC
2015   Q3 403,690 8.67 Add 2.10% 0.18 $74.61–99.18 · VW $91.98i $36,381,000 SEC
2015   Q2 395,390 11.79 Add 26.85% 2.50 $85.37–96.31 · VW $91.68i $36,961,000 SEC
2015   Q1 311,690 13.46 Add 20.02% 2.25 $79.82–93.00 · VW $86.46i $26,927,000 SEC
2014   Q4 259,690 18.50 $86.16 $22,375,000 SEC
Price snapshot:
Current price$537.70
Avg. buy price$371.70
+/- since buy44.66%
52-week low$463.74
52-week high$598.04