Baron Funds’ “Baron Durable Advantage Fund” saw a 15.6% increase in Q2 2025, outperforming the S&P 500. Market correction in Q1 led to a rebound in the second quarter. Top holdings include Mastercard (NYSE: MA), with a 5.44% one-month return and 26.64% gain over 52 weeks, closing at $592.68 on August 20.

In the Q2 2025 investor letter, Baron Durable Advantage Fund praised Mastercard (NYSE: MA) for its stability amidst market volatility. Despite stable coin concerns, the fund sees strong consumer loyalty to credit cards for rewards and protections. Mastercard’s position as a key player in digital payments remains solid.

Mastercard (NYSE: MA) holds the 11th spot in the list of 30 Most Popular Stocks Among Hedge Funds. With 155 hedge fund portfolios invested in Mastercard at the end of Q1, the company reported a 16% revenue increase in Q2. While Mastercard shows promise, some AI stocks may offer greater potential. Check out a free report on the best short-term AI stock.

Read more at Yahoo Finance: Should You Increase Your Holdings in Mastercard Incorporated (MA)?