AMZN vs MSFT
Amazon · Microsoft
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds AMZN only, who holds MSFT only, and who holds both.
Of 2 shared managers, 1 weight AMZN heavier and 1 weight MSFT heavier.
- Tom Slater8.7%
- Stephen Mandel6.9 / 7.8%
- David Tepper6.4 / 5.9%
- Chris Hohn13.1%
- Terry Smith11.2%
- Chase Coleman10.7%
- Polen Capital9.4%
- Stanley Druckenmiller9.1%
- John Armitage8.9%
- William von Mueffling7.8%
- Andreas Halvorsen4.8%
- +2 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: AMZN or MSFT?
AMZN (Amazon) is held by 3 tracked superinvestors; MSFT (Microsoft) is held by 12. MSFT has 9 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both AMZN and MSFT?
2 tracked superinvestors hold both AMZN and MSFT based on the latest SEC 13F filings. Largest dual-holder: Stephen Mandel (6.9% AMZN · 7.8% MSFT). Full overlap table below.
What is the overlap between AMZN and MSFT institutional ownership?
Across 13 unique tracked holders: 1 hold only AMZN (8%), 2 hold both (15%), 10 hold only MSFT (77%). The full Venn split + per-manager position % is on this page.
Among managers holding both AMZN and MSFT, which do they prefer?
Of 2 managers holding both, 1 weight AMZN higher and 1 weight MSFT higher in their portfolios. Even split. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.