BABA vs MA
Alibaba · Mastercard
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 10 tracked superinvestors, no manager holds both BABA and MA — the two names draw on entirely separate pools of smart money. BABA appears in 4 tracked portfolios; MA in 6, so MA is the more widely held of the two among tracked managers.
BABA is a Technology holding while MA sits in Financials — 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 MA’s 0 (mixed); 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 MA only, and who holds both.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4%
No manager holds both BABA and MA.
- Chuck Akre17.8%
- François Rochon11.2%
- Dev Kantesaria11.2%
- Terry Smith9.8%
- Polen Capital5.6%
- Andreas Halvorsen3.7%
Frequently asked questions
Which has more hedge-fund owners: BABA or MA?
BABA (Alibaba) is held by 4 tracked superinvestors; MA (Mastercard) is held by 6. MA has 2 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both BABA and MA?
0 tracked superinvestors hold both BABA and MA based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between BABA and MA institutional ownership?
Across 10 unique tracked holders: 4 hold only BABA (40%), 0 hold both (0%), 6 hold only MA (60%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.