Spinecap SAS MA β€” MASTERCARD INCORPORATED

Ownership history in Spinecap SAS  Β·  2 quarters on record

AI Ownership Summary

Spinecap SAS reported MASTERCARD INCORPORATED (MA) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 13.25% in 2026 Q1. The latest visible filing shows MA at 13.25% 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 Spinecap SAS'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 Q1

MA was reported at 13.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.25% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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 Spinecap SAS held MA β€” position size vs. price
% of Fund (quarterly)    MA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 72,272 +54,722 +311.8% 13.25% $36.1M 2026-05-15 $499.68
2025 Q4 INITIATED β€” β€” β€” 17,550 β€” β€” 4.39% $10.0M 2026-02-19 $519.37

FAQ About Spinecap SAS and MA

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

How long has Spinecap SAS reported owning MA?

Spinecap SAS reported MA across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported MA position in Spinecap SAS's portfolio?

The largest reported portfolio weight for MA was 13.25% in 2026 Q1.

What is the latest reported MA position on this page?

The most recent filing on this page is 2026 Q1, when Spinecap SAS reported 72,272 shares, equal to 13.25% of portfolio, with an estimated market value of $36.1M.

What does the chart on this MA ownership page compare?

The chart compares Spinecap SAS'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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