1248 Management, LLC MA MASTERCARD INCORPORATED

Ownership history in 1248 Management, LLC  ·  6 quarters on record

AI Ownership Summary

1248 Management, LLC reported MASTERCARD INCORPORATED (MA) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.32% in 2026 Q2. The latest visible filing shows MA at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1248 Management, LLC's position in MASTERCARD INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MA was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1248 Management, LLC held MA — position size vs. price
% of Fund (quarterly)    MA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,604 +1,089 +211.5% 0.32% $824K 2026-08-13 $567.04
2026 Q1 UNCHANGED 515 0% 0.12% $257K 2026-05-15 $493.37
2025 Q4 UNCHANGED 515 0% 0.16% $294K 2026-02-13 $516.60
2025 Q3 UNCHANGED 515 0% 0.17% $293K 2025-11-14 $543.07
2025 Q2 ADDED 515 +129 +33.4% 0.11% $289K 2025-08-18 $580.52
2025 Q1 INITIATED 386 0.12% $212K 2025-05-15 $577.81

FAQ About 1248 Management, LLC and MA

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1248 Management, LLC reported owning MA?

1248 Management, LLC reported MA across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported MA position in 1248 Management, LLC's portfolio?

The largest reported portfolio weight for MA was 0.32% in 2026 Q2.

What is the latest reported MA position on this page?

The most recent filing on this page is 2026 Q2, when 1248 Management, LLC reported 1,604 shares, equal to 0.32% of portfolio, with an estimated market value of $824K.

What does the chart on this MA ownership page compare?

The chart compares 1248 Management, LLC's quarterly MA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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