John Armitage's MA Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 460.2K shares of Mastercard Incorporated (MA) worth $261.74 M, representing 2.76% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, John Armitage has maintained a long-term strategic position in MA, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 4.0M shares. Largest reduction occurred in Q1 2015, reducing 2.2M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Mastercard Incorporated (MA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mastercard Incorporated (MA) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +2.21 M | Add 0.00% | 2.21 M | $67.28 |
| Q4 2013 | -282,810 | Reduce 12.82% | 1.92 M | $83.55 |
| Q1 2014 | -1.92 M | Sold Out | 1.92 M | $0.00 |
| Q2 2014 | +1.01 M | New Buy | 1.01 M | $73.47 |
| Q3 2014 | +4.02 M | Add 397.77% | 5.03 M | $73.92 |
| Q4 2014 | +1.34 M | Add 26.69% | 6.37 M | $86.16 |
| Q1 2015 | -2.19 M | Reduce 34.36% | 4.18 M | $86.39 |
| Q2 2015 | +176,304 | Add 4.22% | 4.36 M | $93.48 |
| Q3 2015 | -120,965 | Reduce 2.78% | 4.24 M | $90.12 |
| Q4 2015 | -1.34 M | Reduce 31.56% | 2.9 M | $97.36 |
| Q1 2016 | -1.07 M | Reduce 36.79% | 1.83 M | $94.50 |
| Q2 2016 | +845,006 | Add 46.12% | 2.68 M | $88.06 |
| Q3 2016 | +402,332 | Add 15.03% | 3.08 M | $101.77 |
| Q4 2016 | +931,511 | Add 30.25% | 4.01 M | $103.25 |
| Q1 2017 | -1.57 M | Reduce 39.08% | 2.44 M | $112.47 |
| Q2 2017 | +1.48 M | Add 60.59% | 3.92 M | $121.45 |
| Q3 2017 | -303,118 | Reduce 7.73% | 3.62 M | $141.20 |
| Q4 2017 | -1.49 M | Reduce 41.28% | 2.13 M | $151.36 |
| Q1 2018 | -682,976 | Reduce 32.13% | 1.44 M | $175.16 |
| Q2 2018 | +152,222 | Add 10.55% | 1.6 M | $196.52 |
| Q3 2018 | -604,892 | Reduce 37.92% | 990,275 | $222.61 |
| Q4 2018 | +1.14 M | Add 115.13% | 2.13 M | $188.65 |
| Q1 2019 | +315,515 | Add 14.81% | 2.45 M | $235.45 |
| Q2 2019 | -869,451 | Reduce 35.55% | 1.58 M | $264.53 |
| Q3 2019 | -87,595 | Reduce 5.56% | 1.49 M | $271.57 |
| Q4 2019 | -37,219 | Reduce 2.50% | 1.45 M | $298.59 |
| Q1 2020 | -716,603 | Reduce 49.37% | 735,038 | $241.56 |
| Q2 2020 | -185,926 | Reduce 25.29% | 549,112 | $295.70 |
| Q3 2020 | +1.02 M | Add 186.65% | 1.57 M | $338.17 |
| Q4 2020 | -1.07 M | Reduce 68.28% | 499,350 | $356.94 |
| Q1 2021 | +315,814 | Add 63.25% | 815,164 | $356.05 |
| Q2 2021 | +3,098 | Add 0.38% | 818,262 | $365.09 |
| Q3 2021 | -119,202 | Reduce 14.57% | 699,060 | $347.68 |
| Q4 2021 | +35,276 | Add 5.05% | 734,336 | $359.32 |
| Q1 2022 | +119,690 | Add 16.30% | 854,026 | $357.38 |
| Q2 2022 | +1.55 M | Add 181.50% | 2.4 M | $315.48 |
| Q3 2022 | -242,960 | Reduce 10.11% | 2.16 M | $284.34 |
| Q4 2022 | -159,885 | Reduce 7.40% | 2 M | $347.73 |
| Q1 2023 | -1 M | Reduce 50.07% | 999,181 | $363.41 |
| Q2 2023 | +317,151 | Add 31.74% | 1.32 M | $393.30 |
| Q3 2023 | -49,398 | Reduce 3.75% | 1.27 M | $395.91 |
| Q4 2023 | -728,930 | Reduce 57.53% | 538,004 | $426.51 |
| Q1 2024 | -161,911 | Reduce 30.09% | 376,093 | $481.57 |
| Q2 2024 | +46,480 | Add 12.36% | 422,573 | $441.16 |
| Q3 2024 | +212,131 | Add 50.20% | 634,704 | $493.80 |
| Q4 2024 | -245,978 | Reduce 38.75% | 388,726 | $526.57 |
| Q1 2025 | -8,505 | Reduce 2.19% | 380,221 | $548.12 |
| Q2 2025 | +39,825 | Add 10.47% | 420,046 | $561.94 |
| Q3 2025 | +40,109 | Add 9.55% | 460,155 | $568.81 |
John Armitage's Mastercard Incorporated Investment FAQs
John Armitage first purchased Mastercard Incorporated (MA) in Q3 2013, acquiring 2,206,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Mastercard Incorporated (MA) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to Mastercard Incorporated (MA) was in Q3 2014, adding 5,027,037 shares worth $371.6 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 460,155 shares of Mastercard Incorporated (MA), valued at approximately $261.74 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 2.76% of John Armitage'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.
John Armitage's peak holding in Mastercard Incorporated (MA) was 6,368,824 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.