Francois Rochon's MA Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 28,816 shares of Mastercard Incorporated (MA) worth $14.8 M, representing 0.50% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in MA, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 6,210 shares. Largest reduction occurred in Q1 2015, reducing 283,980 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Mastercard Incorporated (MA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mastercard Incorporated (MA) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +750 | Add 2.67% | 28,816 | $513.60 |
| Q1 2026 | -693 | Reduce 2.41% | 28,066 | $499.66 |
| Q4 2025 | +1,035 | Add 3.73% | 28,759 | $570.88 |
| Q3 2025 | -117 | Reduce 0.42% | 27,724 | $568.81 |
| Q2 2025 | +798 | Add 2.95% | 27,841 | $561.94 |
| Q1 2025 | +768 | Add 2.92% | 27,043 | $548.12 |
| Q4 2024 | +729 | Add 2.85% | 26,275 | $526.57 |
| Q3 2024 | +2,022 | Add 8.60% | 25,546 | $493.80 |
| Q2 2024 | +703 | Add 3.08% | 23,524 | $441.16 |
| Q1 2024 | +1,431 | Add 6.69% | 22,821 | $481.57 |
| Q4 2023 | +630 | Add 3.03% | 21,390 | $426.51 |
| Q3 2023 | +1,452 | Add 7.52% | 20,760 | $395.91 |
| Q2 2023 | +472 | Add 2.51% | 19,308 | $393.30 |
| Q1 2023 | +1,442 | Add 8.29% | 18,836 | $363.41 |
| Q4 2022 | +1,887 | Add 12.17% | 17,394 | $347.73 |
| Q3 2022 | +497 | Add 3.31% | 15,507 | $284.32 |
| Q2 2022 | +55 | Add 0.37% | 15,010 | $315.46 |
| Q1 2022 | +408 | Add 2.80% | 14,955 | $357.41 |
| Q4 2021 | +1,348 | Add 10.21% | 14,547 | $359.32 |
| Q3 2021 | +4,049 | Add 44.25% | 13,199 | $347.68 |
| Q2 2021 | -839 | Reduce 8.40% | 9,150 | $365.14 |
| Q1 2021 | +344 | Add 3.57% | 9,989 | $356.09 |
| Q4 2020 | +1,379 | Add 16.68% | 9,645 | $356.97 |
| Q3 2020 | +115 | Add 1.41% | 8,266 | $338.13 |
| Q2 2020 | +6,210 | Add 319.94% | 8,151 | $295.67 |
| Q4 2019 | -98 | Reduce 4.81% | 1,941 | $298.82 |
| Q1 2019 | -35 | Reduce 1.69% | 2,039 | $235.41 |
| Q3 2018 | -1,075 | Reduce 34.14% | 2,074 | $222.76 |
| Q2 2018 | -55 | Reduce 1.72% | 3,149 | $196.57 |
| Q3 2017 | +1,700 | Add 113.03% | 3,204 | $141.07 |
| Q2 2015 | -2,676 | Reduce 64.02% | 1,504 | $93.75 |
| Q1 2015 | +4,180 | Add 0.00% | 4,180 | $86.36 |
| Q1 1970 | +288,160 | Add 0.00% | 288,160 | $51.36 |
Francois Rochon's Mastercard Incorporated Investment FAQs
Francois Rochon first purchased Mastercard Incorporated (MA) in Q1 1970, acquiring 288,160 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Mastercard Incorporated (MA) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to Mastercard Incorporated (MA) was in Q1 1970, adding 288,160 shares worth $14.8 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 28,816 shares of Mastercard Incorporated (MA), valued at approximately $14.8 M.
As of the Q2 2026 filing, Mastercard Incorporated (MA) represents approximately 0.50% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Mastercard Incorporated (MA) was 288,160 shares, as reported at the end of Q1 1970.