Ray Dalio's MA Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 366.3K shares of Mastercard Incorporated (MA) worth $208.33 M, representing 0.82% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in MA, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2022, adding 449.1K shares. Largest reduction occurred in Q3 2024, reducing 304.5K shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Mastercard Incorporated (MA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mastercard Incorporated (MA) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +15,710 | New Buy | 15,710 | $83.58 |
| Q1 2014 | -15,710 | Sold Out | 15,710 | $0.00 |
| Q3 2014 | +5,277 | New Buy | 5,277 | $73.91 |
| Q4 2014 | +17,400 | Add 329.73% | 22,677 | $86.17 |
| Q1 2015 | -22,677 | Sold Out | 22,677 | $0.00 |
| Q2 2016 | +5,500 | New Buy | 5,500 | $88.00 |
| Q3 2016 | +5,609 | Add 101.98% | 11,109 | $101.81 |
| Q4 2016 | -11,109 | Sold Out | 11,109 | $0.00 |
| Q3 2017 | +54,677 | New Buy | 54,677 | $141.19 |
| Q4 2017 | -54,677 | Sold Out | 54,677 | $0.00 |
| Q2 2018 | +31,566 | New Buy | 31,566 | $196.51 |
| Q3 2018 | -25,178 | Reduce 79.76% | 6,388 | $222.60 |
| Q4 2018 | -6,388 | Sold Out | 6,388 | $0.00 |
| Q4 2020 | +7,094 | New Buy | 7,094 | $356.92 |
| Q1 2021 | -6,468 | Reduce 91.18% | 626 | $356.23 |
| Q2 2021 | +19 | Add 3.04% | 645 | $364.34 |
| Q3 2021 | +5,727 | Add 887.91% | 6,372 | $347.61 |
| Q4 2021 | -6,372 | Sold Out | 6,372 | $0.00 |
| Q1 2022 | +36,168 | New Buy | 36,168 | $357.39 |
| Q2 2022 | +449,101 | Add 1241.71% | 485,269 | $315.48 |
| Q3 2022 | +91,949 | Add 18.95% | 577,218 | $284.34 |
| Q4 2022 | -299,829 | Reduce 51.94% | 277,389 | $347.73 |
| Q1 2023 | +26,409 | Add 9.52% | 303,798 | $363.41 |
| Q2 2023 | -148,993 | Reduce 49.04% | 154,805 | $393.30 |
| Q3 2023 | +3,711 | Add 2.40% | 158,516 | $395.91 |
| Q4 2023 | +117,673 | Add 74.23% | 276,189 | $426.51 |
| Q1 2024 | +72,519 | Add 26.26% | 348,708 | $481.57 |
| Q2 2024 | +9,601 | Add 2.75% | 358,309 | $441.16 |
| Q3 2024 | -304,472 | Reduce 84.97% | 53,837 | $493.80 |
| Q4 2024 | -5,850 | Reduce 10.87% | 47,987 | $526.57 |
| Q1 2025 | +153,091 | Add 319.03% | 201,078 | $548.12 |
| Q2 2025 | -75,180 | Reduce 37.39% | 125,898 | $561.94 |
| Q3 2025 | +240,358 | Add 190.91% | 366,256 | $568.81 |
Ray Dalio's Mastercard Incorporated Investment FAQs
Ray Dalio first purchased Mastercard Incorporated (MA) in Q4 2013, acquiring 15,710 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Mastercard Incorporated (MA) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Mastercard Incorporated (MA) was in Q2 2022, adding 485,269 shares worth $153.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 366,256 shares of Mastercard Incorporated (MA), valued at approximately $208.33 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Mastercard Incorporated (MA) represents approximately 0.82% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Mastercard Incorporated (MA) was 577,218 shares, as reported at the end of Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.