BABA vs GRBK
Alibaba · Green Brick Partners
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 6 tracked superinvestors, no manager holds both BABA and GRBK — the two names draw on entirely separate pools of smart money. BABA appears in 4 tracked portfolios; GRBK in 2, so BABA is the more widely held of the two among tracked managers.
BABA is a Technology holding while GRBK sits in Real Estate — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, BABA’s ConvictionScore reads +25 (slight accumulation) against GRBK’s +13 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
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 GRBK only, and who holds both.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4%
No manager holds both BABA and GRBK.
- David Einhorn28.7%
- Howard Marks9.4%
Frequently asked questions
Which has more hedge-fund owners: BABA or GRBK?
BABA (Alibaba) is held by 4 tracked superinvestors; GRBK (Green Brick Partners) is held by 2. BABA has 2 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both BABA and GRBK?
0 tracked superinvestors hold both BABA and GRBK based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between BABA and GRBK institutional ownership?
Across 6 unique tracked holders: 4 hold only BABA (67%), 0 hold both (0%), 2 hold only GRBK (33%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.