Ownership history in XY Capital Ltd Β· 11 quarters on record
This page tracks every 13F SEC filing in which XY Capital 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 XY Capital Ltd underperformed the S&P 500 by β3.7% annually on this MA position. Timing score: 70% (7/10 decisions correct). Average cost basis: $538.10. Maximum drawdown during holding period: β0.0%.
β οΈ Trailed SPY by 3.7% ann. on this position.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $522.78 (2024 Q4) Β· Worst: $567.21 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 7 trims. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.29% 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