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?
3 published ideas on Mastercard Incorporated across 2 funds — 3 long and 0 short.
Mastercard Incorporated hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Mastercard Incorporated: the full investment 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
LongMAJun 2026
Mastercard Incorporated
Mastercard is viewed as an enduring, capital-light business positioned at the centre of an increasingly digital payments system. Auxier argues that Mastercard and Visa play a…
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…