AMZN vs GOOGL
Amazon · Alphabet
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 11 tracked superinvestors, 1 hold both AMZN and GOOGL (9% of the combined holder base), led by David Tepper (6.4% AMZN · 7.8% GOOGL). AMZN appears in 3 tracked portfolios; GOOGL in 9, so GOOGL 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 GOOGL’s −26 (slight selling); AMZN shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size AMZN larger and 1 size GOOGL larger — a lean toward GOOGL. 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 GOOGL only, and who holds both.
Of 1 shared manager, 0 weight AMZN heavier and 1 weight GOOGL heavier.
- Tom Slater8.7%
- Stephen Mandel6.9%
- David Tepper6.4 / 7.8%
- Chris Hohn14.6%
- François Rochon8.4%
- Chase Coleman8.2%
- Polen Capital8.1%
- John Armitage6.8%
- Bill Nygren4.9%
- Lee Ainslie4.2%
- Joel Greenblatt3.0%
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 GOOGL?
AMZN (Amazon) is held by 3 tracked superinvestors; GOOGL (Alphabet) is held by 9. GOOGL has 6 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both AMZN and GOOGL?
1 tracked superinvestor holds both AMZN and GOOGL based on the latest SEC 13F filings. Largest dual-holder: David Tepper (6.4% AMZN · 7.8% GOOGL). Full overlap table below.
What is the overlap between AMZN and GOOGL institutional ownership?
Across 11 unique tracked holders: 2 hold only AMZN (18%), 1 hold both (9%), 8 hold only GOOGL (73%). The full Venn split + per-manager position % is on this page.
Among managers holding both AMZN and GOOGL, which do they prefer?
Of 1 managers holding both, 0 weight AMZN higher and 1 weight GOOGL higher in their portfolios. GOOGL 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.