BABA vs V
Alibaba · Visa
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 14 tracked superinvestors, no manager holds both BABA and V — the two names draw on entirely separate pools of smart money. BABA appears in 4 tracked portfolios; V in 10, so V is the more widely held of the two among tracked managers.
BABA is a Technology holding while V sits in Financials — 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 V’s −14 (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 V only, and who holds both.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4%
No manager holds both BABA and V.
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- Chris Hohn11.8%
- François Rochon9.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- Polen Capital7.8%
- William von Mueffling6.1%
- +2 more
Frequently asked questions
Which has more hedge-fund owners: BABA or V?
BABA (Alibaba) is held by 4 tracked superinvestors; V (Visa) is held by 10. V has 6 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both BABA and V?
0 tracked superinvestors hold both BABA and V based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between BABA and V institutional ownership?
Across 14 unique tracked holders: 4 hold only BABA (29%), 0 hold both (0%), 10 hold only V (71%). 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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