AMZN vs BABA
Amazon · Alibaba
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds AMZN only, who holds BABA only, and who holds both.
Of 1 shared manager, 1 weight AMZN heavier and 0 weight BABA heavier.
- Tom Slater8.7%
- Stephen Mandel6.9%
- David Tepper6.4 / 5.4%
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
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: AMZN or BABA?
AMZN (Amazon) 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 AMZN and BABA?
1 tracked superinvestor holds both AMZN and BABA based on the latest SEC 13F filings. Largest dual-holder: David Tepper (6.4% AMZN · 5.4% BABA). Full overlap table below.
What is the overlap between AMZN and BABA institutional ownership?
Across 6 unique tracked holders: 2 hold only AMZN (33%), 1 hold both (17%), 3 hold only BABA (50%). The full Venn split + per-manager position % is on this page.
Among managers holding both AMZN and BABA, which do they prefer?
Of 1 managers holding both, 1 weight AMZN higher and 0 weight BABA higher in their portfolios. AMZN 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.