LongMAJun 2026
Mastercard Incorporated
Mastercard is one of Eagle's high-quality compounders and operates within a global payment-network duopoly. The payment rails benefit from scale and network effects that create…
MA
Which hedge funds are long MA?
2 published ideas on Mastercard Incorporated across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Mastercard Incorporated: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongMASep 2026
Mastercard
Auxier sees Mastercard as a durable payment-network business positioned at the center of an increasingly digital economy. The company plays a critical role across a broad range…