AAPL vs V
Apple Inc. · Visa
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 12 tracked superinvestors, 1 hold both AAPL and V (8% of the combined holder base), led by David Rolfe (10.2% AAPL · 8.4% V). AAPL appears in 3 tracked portfolios; V in 10, so V is the more widely held of the two among tracked managers.
AAPL is a Technology holding while V sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, AAPL’s ConvictionScore reads −26 (slight selling) against V’s −14 (slight selling); V shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size AAPL larger and 0 size V 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 V only, and who holds both.
Of 1 shared manager, 1 weight AAPL heavier and 0 weight V heavier.
- Warren Buffett22.4%
- Joel Greenblatt3.8%
- David Rolfe10.2 / 8.4%
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- Chris Hohn11.8%
- François Rochon9.8%
- Glenn Greenberg9.4%
- Polen Capital7.8%
- William von Mueffling6.1%
- Andreas Halvorsen5.8%
- +1 more
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 V?
AAPL (Apple Inc.) is held by 3 tracked superinvestors; V (Visa) is held by 10. V has 7 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both AAPL and V?
1 tracked superinvestor holds both AAPL and V based on the latest SEC 13F filings. Largest dual-holder: David Rolfe (10.2% AAPL · 8.4% V). Full overlap table below.
What is the overlap between AAPL and V institutional ownership?
Across 12 unique tracked holders: 2 hold only AAPL (17%), 1 hold both (8%), 9 hold only V (75%). The full Venn split + per-manager position % is on this page.
Among managers holding both AAPL and V, which do they prefer?
Of 1 managers holding both, 1 weight AAPL higher and 0 weight V higher in their portfolios. AAPL is the preferred conviction position for the majority. Per-manager positions are in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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