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Stenham Asset Management's investment thesis on Mastercard Incorporated ($MA) — Q2 2025 | Buyside Digest

$MANYSEMastercard Incorporated

BULL

Stenham Asset Management—MA

Fund Letter

Q2 2025

Published July 17, 2025

$551.47USD

-4.8% vs last month

$552.66Pitched

-0.2% since pitch

Market Cap$502.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Stenham Equity UCITS Fund delivered an 8.4% return in Q2 2025, bringing YTD performance to 9.2%. The fund underperformed...

— Kevin Arenson, Akshay Krishnan & Tim Beck

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