$MA

Mastercard Inc

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No SEC Form 4 filings for $MA in the last 30 days.

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Hedge funds 'doubling down' on AI are fleeing software stocks: Goldman

Goldman Sachs said hedge and mutual funds are shifting toward AI-linked semiconductors and away from software. Strategists led by Ben Snider found semis’ weight in hedge-fund long portfolios hit a record high while software’s fell to the lowest since 2019, based on filings as of May 18. Hedge funds added Lam Research, Applied Materials and ASML; mutual funds added Intel and SiTime. Goldman also cited 10% YTD returns for shared favorites and noted hedge funds’ exposure rose to a one-year high.

Warren Buffett Successor Greg Abel Could Be Buying $14.2 Billion Worth of This Stock Right Now

Berkshire Hathaway said Greg Abel, Buffett’s successor, could be positioned to add to holdings after a Q1 13F showed 16 closed positions, including Visa, Mastercard, UnitedHealth, Domino’s and Amazon. Abel’s biggest buy was Alphabet: 36.4 million shares, raising Berkshire’s stake to over 54 million (~6%). The article also notes Berkshire has nearly $400B cash.

These Are All of the Stocks Greg Abel, Warren Buffett's Successor, Dumped in the First Quarter

Berkshire Hathaway’s first-quarter 2026 13F, covering CEO Greg Abel’s initial period, shows changes to its $330 billion equity portfolio. Abel added Delta Air Lines and Macy’s and tripled Alphabet, while selling out of 16 smaller holdings, including Amazon, Visa, Mastercard, UnitedHealth Group, and Heico. After sales, the portfolio has 29 positions, with Apple, American Express, and Coca-Cola among the largest.