Current position

Tom Russo’s Mastercard (MA) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gardner Russo & Quinn · formerly Gardner Russo & GardnerVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2008Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares8.95MHighest verified quarter-end share count
Quarters reported43Verified quarters with shares above zero
What happened?

Gardner Russo & Quinn · formerly Gardner Russo & Gardner first reported Mastercard in Q3 2008. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gardner Russo & Quinn · formerly Gardner Russo & Gardner currently reports 1.52M shares. The latest verified filing showed: Sold 2.1% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 2.1% of the position−32.75K shares · 1.52M shares remained
Filing context

Quarter-end price $513.60 · Estimated holding basis $298.59

Q1 2026
Sold 1.9% of the position−30.86K shares · 1.56M shares remained
Filing context

Quarter-end price $499.66 · Estimated holding basis $298.59

Q4 2025
Sold 2.1% of the position−34.27K shares · 1.59M shares remained
Filing context

Quarter-end price $570.88 · Estimated holding basis $298.59

Q3 2025
Sold 3.7% of the position−62.78K shares · 1.62M shares remained
Filing context

Quarter-end price $568.81 · Estimated holding basis $298.59

Q2 2025
Sold 1.9% of the position−33.32K shares · 1.68M shares remained
Filing context

Quarter-end price $561.94 · Estimated holding basis $298.59

Q1 2025
Sold 8.9% of the position−168.29K shares · 1.72M shares remained
Filing context

Quarter-end price $548.12 · Estimated holding basis $298.59

Portfolio importance

How important is Mastercard in Gardner Russo & Quinn · formerly Gardner Russo & Gardner’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight8.8%Q2 2026
Current rank#4of 85 reported positions
Peak portfolio weight16.2%Q2 2020
Best historical rank#1Q1 2018
At peak importanceQ2 2020
MA
16.2%
Largest holding
16.2%
Cross-investor discovery

Who else owns Mastercard?

Also reported by 8 other tracked investors in their latest verified filings.

Chuck AkreAkre Capital Management
MA20.0% of reported portfolio
Dev KantesariaValley Forge Capital Management
MA17.6% of reported portfolio
Guy SpierAquamarine Capital
MA14.3% of reported portfolio
Explore Mastercard across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$565.242026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$513.60Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$298.59Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

View Mastercard stock page →

This tracker follows the current SEC filer, Gardner Russo & Quinn LLC (formerly Gardner Russo & Gardner), not Tom Russo’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.