BABA vs META
Alibaba · Meta Platforms
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds BABA only, who holds META only, and who holds both.
Of 2 shared managers, 0 weight BABA heavier and 2 weight META heavier.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7 / 11.8%
- David Tepper5.4 / 9.1%
- Chase Coleman13.4%
- Chris Hohn8.2%
- Jeffrey Ubben8.1%
- John Armitage7.2%
- Terry Smith6.5%
- Andreas Halvorsen6.4%
- Stephen Mandel6.4%
- François Rochon6.2%
- +5 more
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 META?
BABA (Alibaba) is held by 4 tracked superinvestors; META (Meta Platforms) is held by 15. META has 11 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both BABA and META?
2 tracked superinvestors hold both BABA and META based on the latest SEC 13F filings. Largest dual-holder: Li Lu (9.7% BABA · 11.8% META). Full overlap table below.
What is the overlap between BABA and META institutional ownership?
Across 17 unique tracked holders: 2 hold only BABA (12%), 2 hold both (12%), 13 hold only META (76%). The full Venn split + per-manager position % is on this page.
Among managers holding both BABA and META, which do they prefer?
Of 2 managers holding both, 0 weight BABA higher and 2 weight META higher in their portfolios. META 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.