Munro Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $103M | Sell |
206,114
-35,360
| -15% | -$18.6M | 3.49% | 11 |
|
|
2025
Q4 | $138M | Buy |
241,474
+56,020
| +30% | +$31.3M | 3.58% | 10 |
|
|
2025
Q3 | $105M | Sell |
185,454
-14,890
| -7% | -$8.55M | 2.86% | 14 |
|
|
2025
Q2 | $113M | Sell |
200,344
-2,415
| -1% | -$1.34M | 3.5% | 6 |
|
|
2025
Q1 | $111M | Sell |
202,759
-43,425
| -18% | -$23.6M | 5.2% | 4 |
|
|
2024
Q4 | $130M | Buy |
246,184
+57,025
| +30% | +$29.5M | 4.31% | 5 |
|
|
2024
Q3 | $93.4M | Buy |
189,159
+6,950
| +4% | +$3.23M | 3.4% | 9 |
|
|
2024
Q2 | $80.4M | Sell |
182,209
-1,860
| -1% | -$847K | 2.98% | 13 |
|
|
2024
Q1 | $88.6M | Sell |
184,069
-510
| -0.3% | -$233K | 3.18% | 10 |
|
|
2023
Q4 | $78.7M | Sell |
184,579
-97,645
| -35% | -$39.2M | 3.52% | 9 |
|
|
2023
Q3 | $112M | Buy |
282,224
+10,901
| +4% | +$4.38M | 5.64% | 6 |
|
|
2023
Q2 | $107M | Buy |
271,323
+3,425
| +1% | +$1.29M | 4.92% | 8 |
|
|
2023
Q1 | $97.4M | Buy |
267,898
+55,840
| +26% | +$20.3M | 4.76% | 8 |
|
|
2022
Q4 | $73.7M | Buy |
212,058
+17,718
| +9% | +$5.83M | 4.22% | 13 |
|
|
2022
Q3 | $55.3M | Sell |
194,340
-138,745
| -42% | -$46M | 3.28% | 15 |
|
|
2022
Q2 | $105M | Sell |
333,085
-39,030
| -10% | -$13.4M | 6.18% | 7 |
|
|
2022
Q1 | $133M | Sell |
372,115
-81,005
| -18% | -$29.1M | 4.77% | 8 |
|
|
2021
Q4 | $163M | Buy |
453,120
+81,970
| +22% | +$28.3M | 4.55% | 9 |
|
|
2021
Q3 | $129M | Buy |
371,150
+28,115
| +8% | +$10.2M | 4.42% | 9 |
|
|
2021
Q2 | $125M | Buy |
343,035
+28,335
| +9% | +$10.5M | 4.31% | 9 |
|
|
2021
Q1 | $112M | Buy |
314,700
+90,016
| +40% | +$31.4M | 4.82% | 9 |
|
|
2020
Q4 | $80.2M | Buy |
224,684
+66,637
| +42% | +$22.2M | 3.48% | 10 |
|
|
2020
Q3 | $53.4M | Buy |
158,047
+17,042
| +12% | +$5.54M | 3.48% | 16 |
|
|
2020
Q2 | $41.7M | Buy |
141,005
+70,082
| +99% | +$19.8M | 4.7% | 8 |
|
|
2020
Q1 | $17.1M | Sell |
70,923
-929
| -1% | -$276K | 3.5% | 14 |
|
|
2019
Q4 | $21.5M | Buy |
71,852
+7,680
| +12% | +$2.17M | 3.04% | 19 |
|
|
2019
Q3 | $17.4M | Buy |
64,172
+9,000
| +16% | +$2.48M | 2.88% | 21 |
|
|
2019
Q2 | $14.6M | Sell |
55,172
-22,500
| -29% | -$5.63M | 2.5% | 20 |
|
|
2019
Q1 | $18.3M | Buy |
77,672
+56,027
| +259% | +$12.1M | 2.73% | 16 |
|
|
2018
Q4 | $4.08M | Sell |
21,645
-3,905
| -15% | -$775K | 3.66% | 13 |
|
|
2018
Q3 | $5.69M | Buy |
+25,550
| New | +$5.33M | 3.31% | 9 |
|
Other funds holding MA
VCM
VPM
Munro Partners's MA Position: Q1 2026 in Review
Munro Partners reduced its Mastercard (MA) stake by 15% in Q1 2026, selling an estimated $18.6M and leaving 206,114 shares worth $103M. The position accounts for 3.49% of the portfolio, ranked #11.
Munro Partners first reported a position in MA in Q3 2018 and has held it in 31 quarters since. The position peaked at $163M in Q4 2021. 3,611 funds tracked by Wall St. Rank hold MA as of Q1 2026.
- Munro Partners held 206,114 shares of Mastercard worth $103M as of Q1 2026.
- Munro Partners sold 35,360 Mastercard shares in Q1 2026, an estimated $18.6M.
- Mastercard made up 3.49% of Munro Partners's portfolio in Q1 2026, its #11 holding.
- Munro Partners first reported a position in Mastercard in Q3 2018 and has held it in 31 quarters since.
- Munro Partners's Mastercard position peaked at $163M in Q4 2021.
- 3,611 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.
Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.