Ownership history in Alta Advisers Ltd Β· 14 quarters on record
This page tracks every 13F SEC filing in which Alta Advisers Ltd reported a position in MASTERCARD INCORPORATED (MA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Alta Advisers Ltd outperformed the S&P 500 by +1.3% annually on this MA position. Timing score: 100% (5/5 decisions correct). Average cost basis: $396.74. Maximum drawdown during holding period: β8.3%.
β
Outperformed SPY on this position by 1.3% ann.
13 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 5 add/trim decisions correct
Best entry: $278.52 (2022 Q3) Β· Worst: $567.21 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.67% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size