BABA vs NVDA
Alibaba · NVIDIA
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds BABA only, who holds NVDA only, and who holds both.
Of 1 shared manager, 0 weight BABA heavier and 1 weight NVDA heavier.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4 / 10.2%
- Stanley Druckenmiller11.4%
- Tom Slater9.4%
- Chase Coleman7.1%
- John Armitage6.4%
- Andreas Halvorsen6.2%
- Stephen Mandel5.1%
- Lee Ainslie3.1%
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 NVDA?
BABA (Alibaba) is held by 4 tracked superinvestors; NVDA (NVIDIA) is held by 8. NVDA has 4 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both BABA and NVDA?
1 tracked superinvestor holds both BABA and NVDA based on the latest SEC 13F filings. Largest dual-holder: David Tepper (5.4% BABA · 10.2% NVDA). Full overlap table below.
What is the overlap between BABA and NVDA institutional ownership?
Across 11 unique tracked holders: 3 hold only BABA (27%), 1 hold both (9%), 7 hold only NVDA (64%). The full Venn split + per-manager position % is on this page.
Among managers holding both BABA and NVDA, which do they prefer?
Of 1 managers holding both, 0 weight BABA higher and 1 weight NVDA higher in their portfolios. NVDA 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.