AMZN vs BABA
Amazon · Alibaba
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 6 tracked superinvestors, 1 hold both AMZN and BABA (17% of the combined holder base), led by David Tepper (6.4% AMZN · 5.4% BABA). AMZN 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, AMZN’s ConvictionScore reads −8 (slight selling) against BABA’s +25 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size AMZN larger and 0 size BABA larger — a lean toward AMZN. 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 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.