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 +2 (slight accumulation); 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 positions are in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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