BABA vs META
Alibaba · Meta Platforms
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 17 tracked superinvestors, 2 hold both BABA and META (12% of the combined holder base), led by Li Lu (9.7% BABA · 11.8% META). BABA appears in 4 tracked portfolios; META in 15, so META is the more widely held of the two among tracked managers.
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 META’s +3 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 0 size BABA larger and 2 size META larger — a lean toward META. 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 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.