BABA vs MSFT
Alibaba · Microsoft
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds BABA only, who holds MSFT only, and who holds both.
Of 1 shared manager, 0 weight BABA heavier and 1 weight MSFT heavier.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4 / 5.9%
- Chris Hohn13.1%
- Terry Smith11.2%
- Chase Coleman10.7%
- Polen Capital9.4%
- Stanley Druckenmiller9.1%
- John Armitage8.9%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- +3 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 MSFT?
BABA (Alibaba) is held by 4 tracked superinvestors; MSFT (Microsoft) is held by 12. MSFT has 8 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both BABA and MSFT?
1 tracked superinvestor holds both BABA and MSFT based on the latest SEC 13F filings. Largest dual-holder: David Tepper (5.4% BABA · 5.9% MSFT). Full overlap table below.
What is the overlap between BABA and MSFT institutional ownership?
Across 15 unique tracked holders: 3 hold only BABA (20%), 1 hold both (7%), 11 hold only MSFT (73%). The full Venn split + per-manager position % is on this page.
Among managers holding both BABA and MSFT, which do they prefer?
Of 1 managers holding both, 0 weight BABA higher and 1 weight MSFT higher in their portfolios. MSFT 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.