BABA vs AAPL
Alibaba · Apple Inc.
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 7 tracked superinvestors, no manager holds both BABA and AAPL — the two names draw on entirely separate pools of smart money. BABA appears in 4 tracked portfolios; AAPL in 3, 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, BABA’s ConvictionScore reads +25 (slight accumulation) against AAPL’s −20 (slight selling); BABA 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 BABA only, who holds AAPL only, and who holds both.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4%
No manager holds both BABA and AAPL.
- Warren Buffett22.4%
- David Rolfe10.2%
- Joel Greenblatt3.8%
Frequently asked questions
Which has more hedge-fund owners: BABA or AAPL?
BABA (Alibaba) is held by 4 tracked superinvestors; AAPL (Apple Inc.) is held by 3. BABA has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both BABA and AAPL?
0 tracked superinvestors hold both BABA and AAPL based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between BABA and AAPL institutional ownership?
Across 7 unique tracked holders: 4 hold only BABA (57%), 0 hold both (0%), 3 hold only AAPL (43%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.