Francois Rochon's MA Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 27.7K shares of Mastercard Incorporated (MA) worth $15.77 M, representing 0.48% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 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 6.2K shares. Largest reduction occurred in Q2 2015, reducing 2.7K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +4,181 | Add 0.00% | 4,180 | $86.36 |
| Q2 2015 | -2,676 | Reduce 64.02% | 1,504 | $93.75 |
| Q3 2017 | +1,700 | Add 113.03% | 3,204 | $141.07 |
| Q2 2018 | -55 | Reduce 1.72% | 3,149 | $196.57 |
| Q3 2018 | -1,075 | Reduce 34.14% | 2,074 | $222.76 |
| Q1 2019 | -35 | Reduce 1.69% | 2,039 | $235.41 |
| Q4 2019 | -98 | Reduce 4.81% | 1,941 | $298.82 |
| Q2 2020 | +6,210 | Add 319.94% | 8,151 | $295.67 |
| Q3 2020 | +115 | Add 1.41% | 8,266 | $338.13 |
| Q4 2020 | +1,379 | Add 16.68% | 9,645 | $356.97 |
| Q1 2021 | +344 | Add 3.57% | 9,989 | $356.09 |
| Q2 2021 | -839 | Reduce 8.40% | 9,150 | $365.14 |
| Q3 2021 | +4,049 | Add 44.25% | 13,199 | $347.68 |
| Q4 2021 | +1,348 | Add 10.21% | 14,547 | $359.32 |
| Q1 2022 | +408 | Add 2.80% | 14,955 | $357.41 |
| Q2 2022 | +55 | Add 0.37% | 15,010 | $315.46 |
| Q3 2022 | +497 | Add 3.31% | 15,507 | $284.32 |
| Q4 2022 | +1,887 | Add 12.17% | 17,394 | $347.73 |
| Q1 2023 | +1,442 | Add 8.29% | 18,836 | $363.41 |
| Q2 2023 | +472 | Add 2.51% | 19,308 | $393.30 |
| Q3 2023 | +1,452 | Add 7.52% | 20,760 | $395.91 |
| Q4 2023 | +630 | Add 3.03% | 21,390 | $426.51 |
| Q1 2024 | +1,431 | Add 6.69% | 22,821 | $481.57 |
| Q2 2024 | +703 | Add 3.08% | 23,524 | $441.16 |
| Q3 2024 | +2,022 | Add 8.60% | 25,546 | $493.80 |
| Q4 2024 | +729 | Add 2.85% | 26,275 | $526.57 |
| Q1 2025 | +768 | Add 2.92% | 27,043 | $548.12 |
| Q2 2025 | +798 | Add 2.95% | 27,841 | $561.94 |
| Q3 2025 | -117 | Reduce 0.42% | 27,724 | $568.81 |
Francois Rochon's Mastercard Incorporated Investment FAQs
Francois Rochon first purchased Mastercard Incorporated (MA) in Q1 2015, acquiring 4,180 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 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to Mastercard Incorporated (MA) was in Q2 2020, adding 8,151 shares worth $2.41 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 27,724 shares of Mastercard Incorporated (MA), valued at approximately $15.77 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 0.48% of Francois Rochon'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.
Francois Rochon's peak holding in Mastercard Incorporated (MA) was 27,841 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.