AAPL vs BABA
Apple Inc. · Alibaba
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 7 tracked superinvestors, no manager holds both AAPL and BABA — the two names draw on entirely separate pools of smart money. AAPL appears in 3 tracked portfolios; BABA in 4, so BABA is the more widely held of the two among tracked managers.
Both sit in Technology, so the overlap reflects manager preference within one sector rather than a cross-sector divide. On the latest 13F cohort, AAPL’s ConvictionScore reads −20 (slight selling) against BABA’s +25 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds AAPL only, who holds BABA only, and who holds both.
- Warren Buffett22.4%
- David Rolfe10.2%
- Joel Greenblatt3.8%
No manager holds both AAPL and BABA.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4%
Frequently asked questions
Which has more hedge-fund owners: AAPL or BABA?
AAPL (Apple Inc.) is held by 3 tracked superinvestors; BABA (Alibaba) is held by 4. BABA has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both AAPL and BABA?
0 tracked superinvestors hold both AAPL and BABA based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between AAPL and BABA institutional ownership?
Across 7 unique tracked holders: 3 hold only AAPL (43%), 0 hold both (0%), 4 hold only BABA (57%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.