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Eagle Capital Management increased its MA position by 329%, from 1.05% to 4.21% of the portfolio.

Now holds 2,682,370 shares worth $1.38B.
Published · Based on SEC filings

Medium impact
Major add
2026 Q2

Eagle Capital Management bought 2.06M shares more of Mastercard Inc (MA) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 329% increase in the share count. Eagle Capital Management now holds 2.68M shares worth about $1.4B, 4.21% of the portfolio against 1.05% a quarter earlier.

What did the 2026 Q2 filing report for MA?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 625K 2.68M
Shares added +2.06M (329%)
Reported value $312.1M $1.4B
Portfolio weight 1.05% 4.21%
Rank in portfolio 12th of 56

How much did Eagle Capital Management add to MA?

Eagle Capital Management added 2.06M shares of MA during 2026 Q2, taking the stake from 625K to 2.68M. The reported value of the position rose by about $1.1B, from about $312.1M to about $1.4B.

Where does MA sit in the Eagle Capital Management portfolio?

MA ranks 12th of 56 stock positions in the Eagle Capital Management portfolio at 4.21%, above the fund's average stock position of 2%. The largest stock position is AMZN at 8.28%. Next come UNH at 7.33% and MELI at 7.29%. The three largest stocks together are 22.89% of the book. The MA addition was the 4th largest of the quarter's 52 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Eagle Capital Management reported 56 stock positions, with none opened and 4 closed. The total portfolio value is about $32.7B, up 10% from the prior quarter.

Eagle Capital Management buys and sells, 2026 Q2

How long has Eagle Capital Management held MA?

Eagle Capital Management first reported MA in the quarter ended March 31, 2026. Every reported trade is on the Eagle Capital Management MA trade history page.

Eagle Capital Management shares of MA by quarter

Did other funds buy or sell MA in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 20 hold MA. Of those, 5 added to the position this quarter and 9 trimmed it. The largest buyers of MA this quarter were Bill Ackman, Terry Smith and Mark Massey. The largest sellers were Lewis Sanders, Chuck Akre and Thomas Russo. Every tracked holder of MA is on the MA ownership page.

FAQ

How many MA shares did Eagle Capital Management buy in 2026 Q2?

Eagle Capital Management added 2.06M shares of MA, a 329% increase, to 2.68M shares.

What is the MA position of Eagle Capital Management worth now?

The MA position of Eagle Capital Management is worth about $1.4B at June 30, 2026 prices, 4.21% of the portfolio.

Is MA a top holding of Eagle Capital Management?

MA ranks 12th of 56 stock positions in the Eagle Capital Management portfolio, at 4.21%.

Did other funds add to MA in 2026 Q2?

Among the 20 other tracked funds that hold MA, 5 added to it in 2026 Q2 and 9 trimmed it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst