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.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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