MA · News · 20260817N

Institutional Stake Change

Mastercard Inc · 2026-08-17 · Importance 14 · Surprise 24

Pershing Square Capital Management initiated a position in Mastercard during the three-month period ended June 30, 2026. The third-party report did not disclose the number of Mastercard shares purchased or the investment amount. Pershing Square’s stated thesis cited Mastercard’s capital-light business model, network effects, profitability, and growth potential.

Key facts

• Mastercard Inc was outperformed by PayPal, whose stock has seen a 36.1% rise over the last three months. source