BABA vs NVDA
Alibaba · NVIDIA
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 11 tracked superinvestors, 1 hold both BABA and NVDA (9% of the combined holder base), led by David Tepper (5.4% BABA · 10.2% NVDA). BABA appears in 4 tracked portfolios; NVDA in 8, so NVDA 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 NVDA’s +8 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size BABA larger and 1 size NVDA larger — a lean toward NVDA. 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 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.