BABA vs GOOGL
Alibaba · Alphabet
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds BABA only, who holds GOOGL only, and who holds both.
Of 1 shared manager, 0 weight BABA heavier and 1 weight GOOGL heavier.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4 / 7.8%
- Chris Hohn14.6%
- François Rochon8.4%
- Chase Coleman8.2%
- Polen Capital8.1%
- John Armitage6.8%
- Bill Nygren4.9%
- Lee Ainslie4.2%
- Joel Greenblatt3.0%
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 GOOGL?
BABA (Alibaba) is held by 4 tracked superinvestors; GOOGL (Alphabet) is held by 9. GOOGL has 5 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both BABA and GOOGL?
1 tracked superinvestor holds both BABA and GOOGL based on the latest SEC 13F filings. Largest dual-holder: David Tepper (5.4% BABA · 7.8% GOOGL). Full overlap table below.
What is the overlap between BABA and GOOGL institutional ownership?
Across 12 unique tracked holders: 3 hold only BABA (25%), 1 hold both (8%), 8 hold only GOOGL (67%). The full Venn split + per-manager position % is on this page.
Among managers holding both BABA and GOOGL, which do they prefer?
Of 1 managers holding both, 0 weight BABA higher and 1 weight GOOGL higher in their portfolios. GOOGL 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.