BlueDrive Global Investors LLP MA — MASTERCARD INCORPORATED

Ownership history in BlueDrive Global Investors LLP  ·  4 quarters on record

AI Ownership Summary

BlueDrive Global Investors LLP reported MASTERCARD INCORPORATED (MA) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 10.36% in 2024 Q3. The latest visible filing shows MA at 10.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BlueDrive Global Investors LLP's position in MASTERCARD INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

MA was reported at 10.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.36% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MA stock page BlueDrive Global Investors LLP fund profile BlueDrive Global Investors LLP full holdings
How BlueDrive Global Investors LLP held MA — position size vs. price
% of Fund (quarterly)    MA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED — — — 17,925 — 0% 10.36% $8.9M 2024-11-14 (Est.) $515.76
2024 Q2 ADDED — — — 17,925 +5,066 +39.4% 9.03% $7.9M 2024-07-22 $443.36
2024 Q1 UNCHANGED — — — 12,859 — 0% 10.34% $6.2M 2024-04-22 $451.41
2023 Q4 INITIATED — — — 12,859 — — 9.61% $5.5M 2024-01-19 $431.08

🏢 Other funds also holding MA

As of 2026 Q1 — sorted by position size

Mastercard Foundation Asset Management Corp 96.84% RIVULET CAPITAL, LLC 3Y 7Y 50.66% SANTA MONICA PARTNERS LP 3Y 7Y 28.5% FARLEY CAPITAL L.P. 3Y 7Y 25.21% Valley Forge Capital Management, LP 3Y 7Y 22.02% AKRE CAPITAL MANAGEMENT LLC 3Y 7Y 18.58% Blacksheep Fund Management Ltd 3Y 17.72% Bluegrass Capital Partners LP 3Y 16.2% Aquamarine Zurich AG 3Y 14.77% Settian Capital LP 3Y 14.66%

FAQ About BlueDrive Global Investors LLP and MA

These are the practical questions this page is built to answer before you even open the full history table.

How long has BlueDrive Global Investors LLP reported owning MA?

BlueDrive Global Investors LLP reported MA across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported MA position in BlueDrive Global Investors LLP's portfolio?

The largest reported portfolio weight for MA was 10.36% in 2024 Q3.

What is the latest reported MA position on this page?

The most recent filing on this page is 2024 Q3, when BlueDrive Global Investors LLP reported 17,925 shares, equal to 10.36% of portfolio, with an estimated market value of $8.9M.

What does the chart on this MA ownership page compare?

The chart compares BlueDrive Global Investors LLP's quarterly MA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to BlueDrive Global Investors LLP Holdings