BABA vs NFLX
Alibaba · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 7 tracked superinvestors, no manager holds both BABA and NFLX — the two names draw on entirely separate pools of smart money. BABA appears in 4 tracked portfolios; NFLX in 3, so BABA is the more widely held of the two among tracked managers.
BABA is a Technology holding while NFLX sits in Communication — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, BABA’s ConvictionScore reads +25 (slight accumulation) against NFLX’s −1 (slight selling); BABA shows the stronger net-accumulation reading of the pair.
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 NFLX only, and who holds both.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4%
No manager holds both BABA and NFLX.
- John Armitage3.9%
- Bill Nygren3.6%
- Lee Ainslie3.4%
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.