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Ownership Diff · BABA vs NFLX
BABA vs NFLX
Alibaba · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
BABA
Alibaba
Technology
ConvictionScore+25
SignalSlight accumulation
Tracked owners4
NFLX
Netflix
Communication
ConvictionScore−1
SignalSlight selling
Tracked owners3
Ownership fingerprint
Who holds BABA only, who holds NFLX only, and who holds both.
■ BABA only (4)■ Both (0)■ NFLX only (3)
BABA only
NFLX only
Only BABA · 4
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4%
Both · 0
No manager holds both BABA and NFLX.
Only NFLX · 3
- John Armitage3.9%
- Bill Nygren3.6%
- Lee Ainslie3.4%
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Remove with Pro →Frequently asked questions
Which has more hedge-fund owners: BABA or NFLX?
BABA (Alibaba) is held by 4 tracked superinvestors; NFLX (Netflix) is held by 3. BABA has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both BABA and NFLX?
0 tracked superinvestors hold both BABA and NFLX based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between BABA and NFLX institutional ownership?
Across 7 unique tracked holders: 4 hold only BABA (57%), 0 hold both (0%), 3 hold only NFLX (43%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.