John Osterweis - AltaRock Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $4,126,337,614
Holdings Activity Buys Sells    History
Holding/activity history for  Mastercard Inc. (MA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 522,836 6.33 Reduce 3.51% 0.21 $499.66 $261,240,236 SEC
2025   Q4 541,836 6.07 Reduce 7.23% 0.44 $570.88 $309,323,336 SEC
2025   Q3 584,086 6.07 Reduce 0.37% 0.02 $568.81 $332,233,958 SEC
2025   Q2 586,254 6.01 $561.94 $329,439,573 SEC
2025   Q1 586,254 6.46 $548.12 $321,337,542 SEC
2024   Q4 586,254 6.24 Reduce 5.45% 0.33 $526.57 $308,703,769 SEC
2024   Q3 620,033 6.03 Add 132.19% 3.43 $493.80 $306,172,295 SEC
2024   Q2 267,033 2.42 $441.16 $117,804,278 SEC
2024   Q1 267,033 2.76 Reduce 0.73% 0.02 $481.57 $128,595,082 SEC
2023   Q4 268,994 2.56 Reduce 4.09% 0.11 $426.51 $114,728,631 SEC
2023   Q3 280,451 2.78 Reduce 4.77% 0.13 $395.91 $111,033,355 SEC
2023   Q2 294,510 2.78 $393.30 $115,830,783 SEC
2023   Q1 294,510 2.93 Reduce 2.16% 0.07 $363.41 $107,027,879 SEC
2022   Q4 301,010 3.29 Reduce 8.27% 0.25 $347.73 $104,670,207 SEC
2022   Q3 328,163 3.05 Add 32.08% 0.74 $284.34 $93,310,000 SEC
2022   Q2 248,449 2.42 Reduce 1.11% 0.03 $315.48 $78,381,000 SEC
2022   Q1 251,249 2.29 $357.38 $89,791,000 SEC
2021   Q4 251,249 2.38 Add 42.55% 0.71 $359.32 $90,279,000 SEC
2021   Q3 176,249 1.65 $347.68 $61,278,000 SEC
2021   Q2 176,249 1.78 $365.09 $64,347,000 SEC
2021   Q1 176,249 2.39 $356.05 $62,753,000 SEC
2020   Q4 176,249 2.64 Reduce 54.45% 3.36 $356.94 $62,910,000 SEC
2020   Q3 386,940 6.17 Reduce 6.07% 0.38 $338.17 $130,851,000 SEC
2020   Q2 411,940 6.24 Add 13.81% 0.76 $295.70 $121,811,000 SEC
2020   Q1 361,940 5.55 Reduce 8.82% 0.65 $241.56 $87,430,000 SEC
2019   Q4 396,940 7.33 $298.59 $118,522,000 SEC
2019   Q3 396,940 9.34 $271.57 $107,797,000 SEC
2019   Q2 396,940 9.06 $264.53 $105,003,000 SEC
2019   Q1 396,940 8.88 $235.45 $93,460,000 SEC
2018   Q4 396,940 8.91 Reduce 0.34% 0.03 $188.65 $74,883,000 SEC
2018   Q3 398,290 8.14 $222.61 $88,663,000 SEC
2018   Q2 398,290 8.09 $196.52 $78,272,000 SEC
2018   Q1 398,290 7.98 $175.16 $69,764,000 SEC
2017   Q4 398,290 7.92 $151.36 $60,285,000 SEC
2017   Q3 398,290 8.22 $141.20 $56,239,000 SEC
2017   Q2 398,290 6.81 $121.45 $48,372,000 SEC
2017   Q1 398,290 6.64 Reduce 1.34% 0.08 $112.47 $44,796,000 SEC
2016   Q4 403,690 6.11 $103.25 $41,681,000 SEC
2016   Q3 403,690 6.54 $101.77 $41,084,000 SEC
2016   Q2 403,690 6.46 $88.06 $35,549,000 SEC
2016   Q1 403,690 7.03 $94.50 $38,149,000 SEC
2015   Q4 403,690 7.99 $97.36 $39,303,000 SEC
2015   Q3 403,690 8.67 Add 2.10% 0.18 $90.12 $36,381,000 SEC
2015   Q2 395,390 11.79 Add 26.85% 2.50 $93.48 $36,961,000 SEC
2015   Q1 311,690 13.46 Add 20.02% 2.25 $86.39 $26,927,000 SEC
2014   Q4 259,690 18.50 $86.16 $22,375,000 SEC