Seilern Investment Management Ltd MA — MASTERCARD INCORPORATED

Ownership history in Seilern Investment Management Ltd  ·  7 quarters on record

AI Ownership Summary

Seilern Investment Management Ltd reported MASTERCARD INCORPORATED (MA) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 10.96% in 2026 Q2. The latest visible filing shows MA at 10.96% 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 Seilern Investment Management Ltd'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
2026 Q2

MA was reported at 10.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.96% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 Seilern Investment Management Ltd fund profile Seilern Investment Management Ltd full holdings
How Seilern Investment Management Ltd 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 169,410 -8,555 -4.8% 10.96% $87.0M 2026-07-08 $518.99
2026 Q1 REDUCED 18.8% +2.2% ❌ 177,965 -41,206 -18.8% 10.61% $88.9M 2026-04-07 $496.59
2025 Q4 REDUCED — — — 219,171 -7,267 -3.2% 9.70% $125.1M 2026-01-09 $573.59
2025 Q3 REDUCED 13.4% +1.7% ❌ 226,438 -35,145 -13.4% 9.31% $128.8M 2025-10-14 $565.15
2025 Q2 REDUCED 6.1% +1.2% ❌ 261,583 -17,128 -6.1% 9.70% $147.0M 2025-07-07 $560.86
2025 Q1 REDUCED 20.2% +2.7% ❌ 278,711 -70,614 -20.2% 9.99% $152.8M 2025-04-14 $508.60
2024 Q4 INITIATED — — — 349,325 — — 10.48% $183.9M 2025-01-16 $518.38

🏢 Other funds also holding MA

As of 2026 Q2 — sorted by position size

Aquamarine Zurich AG 3Y 14.26% CYPRESS FUNDS LLC 3Y 7Y 7.29% Altrafin AG 7.08% THREADGILL FINANCIAL, LLC 3Y 6.61% Manitou Investment Management Ltd. 3Y 7Y 6.34% PineStone Asset Management Inc. 3Y 5.81% Lincoln Capital LLC 3Y 7Y 5.34% Bath Savings Trust Co 3Y 7Y 5.14% Martin Investment Management, LLC 3Y 7Y 5.08% Westwind Capital 3Y 7Y 4.62%

FAQ About Seilern Investment Management Ltd and MA

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

How long has Seilern Investment Management Ltd reported owning MA?

Seilern Investment Management Ltd reported MA across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported MA position in Seilern Investment Management Ltd's portfolio?

The largest reported portfolio weight for MA was 10.96% in 2026 Q2.

What is the latest reported MA position on this page?

The most recent filing on this page is 2026 Q2, when Seilern Investment Management Ltd reported 169,410 shares, equal to 10.96% of portfolio, with an estimated market value of $87.0M.

What does the chart on this MA ownership page compare?

The chart compares Seilern Investment Management Ltd'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.

How well did Seilern Investment Management Ltd time their MA position?

Based on 13F filing dates vs. subsequent MA price moves, Seilern Investment Management Ltd correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on MA relative to SPY over the holding period was -15.4%.

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