AMZN vs GOOG
Amazon · Alphabet Class C
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 7 tracked superinvestors, no manager holds both AMZN and GOOG — the two names draw on entirely separate pools of smart money. AMZN 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, AMZN’s ConvictionScore reads −8 (slight selling) against GOOG’s −1 (slight selling); GOOG 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 AMZN only, who holds GOOG only, and who holds both.
- Tom Slater8.7%
- Stephen Mandel6.9%
- David Tepper6.4%
No manager holds both AMZN and GOOG.
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5%
Frequently asked questions
Which has more hedge-fund owners: AMZN or GOOG?
AMZN (Amazon) 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 AMZN and GOOG?
0 tracked superinvestors hold both AMZN and GOOG based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between AMZN and GOOG institutional ownership?
Across 7 unique tracked holders: 3 hold only AMZN (43%), 0 hold both (0%), 4 hold only GOOG (57%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.