BABA vs MSFT
Alibaba · Microsoft
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 15 tracked superinvestors, 1 hold both BABA and MSFT (7% of the combined holder base), led by David Tepper (5.4% BABA · 5.9% MSFT). BABA appears in 4 tracked portfolios; MSFT in 12, so MSFT 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 MSFT’s −8 (slight selling); BABA shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size BABA larger and 1 size MSFT larger — a lean toward MSFT. 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 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.