Ownership history in Skye Global Management LP Β· 4 quarters on record
This page tracks every 13F SEC filing in which Skye Global Management LP reported a position in MASTERCARD INC (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 Skye Global Management LP underperformed the S&P 500 by β20.8% annually on this MA position. Timing score: 100% (3/3 decisions correct). Average cost basis: $523.16. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 20.8% ann.
3 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $261.86 (2019 Q3) Β· Worst: $559.60 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π Skye Global Management LP has been actively increasing its MA allocation β a bullish signal from insiders.
Currently 1.08% 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