In a recent 13F filing with the SEC, Vulcan Value Partners disclosed a significant increase in its investment in Mastercard (MA). The filing, which reflects holdings as of June 30, 2026, revealed that the firm boosted its position by 31.26%, adding over 119,000 shares. This transaction increased Vulcan's total holdings to 502,961 shares, valued at approximately $258.32 million at the end of the second quarter.
It is important to note that 13F filings are submitted to the SEC on a quarterly basis and are made public with a delay, so this report does not reflect trading activity on the filing date. The increased investment has raised Mastercard's weight in Vulcan Value Partners' portfolio from 5.08% to 7.86%, signaling a heightened conviction in the global payments technology company.