BABA vs GOOG
Alibaba · Alphabet Class C
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds BABA only, who holds GOOG only, and who holds both.
Of 2 shared managers, 1 weight BABA heavier and 1 weight GOOG heavier.
- Michael Burry21.3%
- David Tepper5.4%
- Mohnish Pabrai18.4 / 9.7%
- Li Lu9.7 / 17.1%
- Bill Ackman11.7%
- David Rolfe6.5%
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 GOOG?
BABA (Alibaba) is held by 4 tracked superinvestors; GOOG (Alphabet Class C) is held by 4. Both has 0 more tracked holders (tied). Full ranking by % of portfolio in the table below.
What managers hold both BABA and GOOG?
2 tracked superinvestors hold both BABA and GOOG based on the latest SEC 13F filings. Largest dual-holder: Mohnish Pabrai (18.4% BABA · 9.7% GOOG). Full overlap table below.
What is the overlap between BABA and GOOG institutional ownership?
Across 6 unique tracked holders: 2 hold only BABA (33%), 2 hold both (33%), 2 hold only GOOG (34%). The full Venn split + per-manager position % is on this page.
Among managers holding both BABA and GOOG, which do they prefer?
Of 2 managers holding both, 1 weight BABA higher and 1 weight GOOG 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.