BABA vs AMZN
Alibaba · Amazon
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 6 tracked superinvestors, 1 hold both BABA and AMZN (17% of the combined holder base), led by David Tepper (5.4% BABA · 6.4% AMZN). BABA appears in 4 tracked portfolios; AMZN 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 AMZN’s −8 (slight selling); BABA shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size BABA larger and 1 size AMZN 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 BABA only, who holds AMZN only, and who holds both.
Of 1 shared manager, 0 weight BABA heavier and 1 weight AMZN heavier.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4 / 6.4%
- Tom Slater8.7%
- Stephen Mandel6.9%
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: BABA or AMZN?
BABA (Alibaba) is held by 4 tracked superinvestors; AMZN (Amazon) 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 AMZN?
1 tracked superinvestor holds both BABA and AMZN based on the latest SEC 13F filings. Largest dual-holder: David Tepper (5.4% BABA · 6.4% AMZN). Full overlap table below.
What is the overlap between BABA and AMZN institutional ownership?
Across 6 unique tracked holders: 3 hold only BABA (50%), 1 hold both (17%), 2 hold only AMZN (33%). The full Venn split + per-manager position % is on this page.
Among managers holding both BABA and AMZN, which do they prefer?
Of 1 managers holding both, 0 weight BABA higher and 1 weight AMZN 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.