AAPL vs GOOG
Apple Inc. · Alphabet Class C
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 6 tracked superinvestors, 1 hold both AAPL and GOOG (17% of the combined holder base), led by David Rolfe (10.2% AAPL · 6.5% GOOG). AAPL appears in 3 tracked portfolios; GOOG in 4, so GOOG 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 GOOG’s −1 (slight selling); GOOG shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size AAPL larger and 0 size GOOG larger — a lean toward AAPL. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
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 GOOG only, and who holds both.
Of 1 shared manager, 1 weight AAPL heavier and 0 weight GOOG heavier.
- Warren Buffett22.4%
- Joel Greenblatt3.8%
- David Rolfe10.2 / 6.5%
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: AAPL or GOOG?
AAPL (Apple Inc.) is held by 3 tracked superinvestors; GOOG (Alphabet Class C) is held by 4. GOOG has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both AAPL and GOOG?
1 tracked superinvestor holds both AAPL and GOOG based on the latest SEC 13F filings. Largest dual-holder: David Rolfe (10.2% AAPL · 6.5% GOOG). Full overlap table below.
What is the overlap between AAPL and GOOG institutional ownership?
Across 6 unique tracked holders: 2 hold only AAPL (33%), 1 hold both (17%), 3 hold only GOOG (50%). The full Venn split + per-manager position % is on this page.
Among managers holding both AAPL and GOOG, which do they prefer?
Of 1 managers holding both, 1 weight AAPL higher and 0 weight GOOG higher in their portfolios. AAPL is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.