BABA vs GOOG
Alibaba · Alphabet Class C
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 6 tracked superinvestors, 2 hold both BABA and GOOG (33% of the combined holder base), led by Mohnish Pabrai (18.4% BABA · 9.7% GOOG). BABA appears in 4 tracked portfolios; GOOG in 4 — an even split in breadth of ownership.
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 GOOG’s −1 (slight selling); BABA shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 1 size BABA larger and 1 size GOOG larger — an even conviction split. 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 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.