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Super Investors MASECO LLP
ML

MASECO LLP

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$3.65B
Positions
673
Quarter ended
September 30, 2026
Filed
October 27, 2026

Reported portfolio value by quarter (6 quarters reported)

$3.65B $2.06B
Q2 25 Q4 25 Q2 26 Q3 26

$2.63B in Q2 2025 → $3.65B now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 16.2% Trimmed 3.2% 7,138,795 $593M
VS Vanguard Scottsdale Fds 11.2% Added 8.1% 7,212,436 $409M
AC American Centy ETF Tr 8.4% Added 1.2% 2,405,761 $308M
DE Dimensional ETF Trust 6.5% Added 12% 4,607,933 $239M
AC American Centy ETF Tr 5.2% Added 4.2% 2,093,625 $189M
DE Dimensional ETF Trust 3.9% Added 11% 3,759,654 $141M
DE Dimensional ETF Trust 3.3% Added 14% 2,322,173 $122M
DE Dimensional ETF Trust 3.3% Added 14% 2,707,507 $120M
AC American Centy ETF Tr 3.0% Trimmed 3.1% 1,265,488 $111M
AC American Centy ETF Tr 3.0% Trimmed 0.5% 1,154,802 $109M
DE Dimensional ETF Trust 2.9% Added 8.7% 2,585,703 $107M
DE Dimensional ETF Trust 2.9% Trimmed 4.0% 1,918,321 $105M
DE Dimensional ETF Trust 2.8% Added 6.2% 2,041,580 $101M
AC American Centy ETF Tr 2.8% Added 8.3% 2,208,899 $101M
DE Dimensional ETF Trust 2.6% Trimmed 1.1% 2,046,028 $96.5M
DE Dimensional ETF Trust 2.5% Added 1.7% 2,346,527 $93.1M
IT Ishares Tr 2.3% Added 7.5% 860,685 $85.8M
DE Dimensional ETF Trust 1.6% Added 3.0% 1,485,483 $58.4M
AC American Centy ETF Tr 1.6% Added 0.7% 716,505 $57M
DE Dimensional ETF Trust 1.5% Trimmed 1.4% 989,589 $55.3M
DE Dimensional ETF Trust 1.3% Added 3.5% 1,047,889 $47.3M
DE Dimensional ETF Trust 1.3% Added 6.5% 1,714,336 $46.4M
DE Dimensional ETF Trust 1.1% Added 8.5% 838,377 $39M
AC American Centy ETF Tr 0.9% Trimmed 4.0% 418,942 $33.1M
IT Ishares Tr 0.8% Trimmed 13% 255,334 $28.2M
DE Dimensional ETF Trust 0.8% Trimmed 2.9% 576,712 $27.9M
VS Vanguard Scottsdale Fds 0.7% Added 2.5% 466,943 $26.9M
VI Vanguard Index Fds 0.7% Trimmed 2.9% 36,480 $25.6M
DE Dimensional ETF Trust 0.6% Trimmed 4.7% 269,481 $20.9M
DE Dimensional ETF Trust 0.3% Added 1.2% 144,995 $12M
IT Ishares Tr 0.3% Trimmed 5.2% 14,246 $10.9M
VI Vanguard Index Fds 0.2% Added 45% 24,076 $9.01M
SS State Str SPDR S&P 500 ETF T 0.2% Trimmed 3.4% 10,571 $8.06M
MD Manager Directed Portfolios 0.2% Added 9.4% 576,703 $6.12M
Alphabet Inc 0.1% Added 0.4% 15,776 $5.38M
Jpmorgan Chase & Co 0.1% Added 0.3% 13,616 $4.51M
VW Vanguard Whitehall Fds 0.1% Trimmed 6.3% 26,227 $4.07M
VT Vanguard Tax-managed Fds 0.1% Added 40% 51,553 $3.64M
I Ishares Inc 0.1% Trimmed 9.0% 81,949 $3.46M
IT Ishares Tr 0.1% New 73,578 $3.42M
VB Vanguard Bd Index Fds 0.1% Added 108% 41,514 $3.17M
IT Ishares Tr 0.1% Added 4.3% 58,695 $3.01M
IT Ishares Tr 0.1% Added 386% 25,868 $2.93M
VI Vanguard Intl Equity Index F 0.1% Added 2.9% 42,523 $2.52M
IT Ishares Tr 0.1% Added 0.1% 25,586 $2.48M
Apple Inc 0.1% Added 0.3% 7,328 $2.44M
IT Ishares Tr 0.1% Trimmed 5.5% 64,945 $2.32M
VW Vanguard Whitehall Fds 0.1% Trimmed 5.1% 22,851 $2.31M
SS Schwab Strategic Tr 0.1% Trimmed 7.3% 72,661 $2.29M
VE Vaneck ETF Trust 0.1% Trimmed 7.5% 23,957 $2.1M
VM Vanguard Malvern Fds 0.1% Added 28% 41,201 $2.03M
IT Ishares Tr 0.1% Unchanged 12,330 $1.96M
VI Vanguard Index Fds 0.1% Trimmed 0.3% 5,547 $1.95M
SS SPDR Series Trust 0.1% Trimmed 8.6% 31,222 $1.95M
IT Ishares Tr 0.1% Added 14% 14,881 $1.86M
DE Dimensional ETF Trust 0.1% Added 30% 36,808 $1.86M
VI Vanguard Index Fds 0.0% Added 0.3% 8,082 $1.75M
VS Vanguard Star Fds 0.0% Added 32% 20,480 $1.74M
Microsoft Corp 0.0% Trimmed 2.4% 3,155 $1.62M
IT Ishares Tr 0.0% Trimmed 50% 14,895 $1.5M

Showing top 60 of 673 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 5 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 27, 2026

Company Action Shares changed Value of change % of portfolio
VS Vanguard Scottsdale Fds Added +541,202 +$30.7M 11.2%
DE Dimensional ETF Trust Added +500,209 +$26M 6.5%
DE Dimensional ETF Trust Trimmed −232,786 −$19.3M 16.2%
DE Dimensional ETF Trust Added +342,079 +$15.2M 3.3%
DE Dimensional ETF Trust Added +278,437 +$14.6M 3.3%
DE Dimensional ETF Trust Added +368,251 +$13.9M 3.9%
DE Dimensional ETF Trust Added +207,592 +$8.6M 2.9%
AC American Centy ETF Tr Added +169,366 +$7.73M 2.8%
AC American Centy ETF Tr Added +85,258 +$7.68M 5.2%
IT Ishares Tr Added +59,953 +$5.98M 2.3%

Showing the 10 largest of 635 changes.

Q2 2026

quarter ended June 30, 2026 · filed August 05, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +257,087 +$14M 6.3%
DE Dimensional ETF Trust Added +253,265 +$11.2M 2.9%
DE Dimensional ETF Trust Added +205,173 +$10.6M 3.0%
VS Vanguard Scottsdale Fds Added +179,246 +$10.6M 11.1%
DE Dimensional ETF Trust Trimmed −114,982 −$9.42M 17.0%
DE Dimensional ETF Trust Added +222,879 +$8.3M 3.5%
AC American Centy ETF Tr Added +39,384 +$5.05M 8.6%
DE Dimensional ETF Trust Added +110,726 +$4.57M 2.8%
AC American Centy ETF Tr Added +50,596 +$4.51M 5.0%
IT Ishares Tr Trimmed −39,991 −$4.41M 0.9%

Showing the 10 largest of 324 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 21, 2026

Company Action Shares changed Value of change % of portfolio
AC American Centy ETF Tr New +2,338,277 +$260M 8.1%
AC American Centy ETF Tr New +1,957,771 +$166M 5.2%
AC American Centy ETF Tr New +1,292,915 +$95.6M 3.0%
AC American Centy ETF Tr New +1,160,605 +$93.5M 2.9%
AC American Centy ETF Tr New +1,955,930 +$91.6M 2.9%
AC American Centy ETF Tr New +701,841 +$51.7M 1.6%
AC American Centy ETF Tr New +435,371 +$29M 0.9%
DE Dimensional ETF Trust Added +462,160 +$24.9M 6.5%
VS Vanguard Scottsdale Fds Added +358,065 +$21.3M 12.1%
DE Dimensional ETF Trust Added +395,171 +$17.8M 2.6%

Showing the 10 largest of 436 changes.

Q4 2025

quarter ended December 31, 2025 · filed January 22, 2026

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr New +340,625 +$37.5M 1.6%
VI Vanguard Index Fds New +36,684 +$23M 1.0%
VS Vanguard Scottsdale Fds Added +269,774 +$16.2M 16.0%
DE Dimensional ETF Trust Added +262,209 +$14.2M 8.0%
DE Dimensional ETF Trust Added +212,037 +$9.92M 2.9%
IT Ishares Tr New +14,217 +$9.74M 0.4%
DE Dimensional ETF Trust Added +230,979 +$9.14M 3.0%
DE Dimensional ETF Trust Added +217,397 +$7.49M 4.3%
DE Dimensional ETF Trust Added +116,415 +$6.03M 3.9%
DE Dimensional ETF Trust Trimmed −77,103 −$5.72M 24.1%

Showing the 10 largest of 442 changes.

Q3 2025

quarter ended September 30, 2025 · filed November 12, 2025

Company Action Shares changed Value of change % of portfolio
AC American Centy ETF Tr Exited −2,093,479 −$211M —
AC American Centy ETF Tr Exited −1,745,849 −$129M —
AC American Centy ETF Tr Exited −1,230,145 −$84.3M —
AC American Centy ETF Tr Exited −1,082,299 −$74.1M —
AC American Centy ETF Tr Exited −1,566,243 −$73.7M —
AC American Centy ETF Tr Exited −660,004 −$44.6M —
VS Vanguard Scottsdale Fds Added +592,167 +$35.6M 17.1%
DE Dimensional ETF Trust Trimmed −359,698 −$26.1M 26.5%
DE Dimensional ETF Trust Added +461,556 +$25.6M 8.4%
AC American Centy ETF Tr Exited −411,718 −$24.1M —

Showing the 10 largest of 407 changes.

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