GOOG vs AAPL
Alphabet Class C · Apple Inc.
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 6 tracked superinvestors, 1 hold both GOOG and AAPL (17% of the combined holder base), led by David Rolfe (6.5% GOOG · 10.2% AAPL). GOOG appears in 4 tracked portfolios; AAPL in 3, so GOOG 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, GOOG’s ConvictionScore reads −1 (slight selling) against AAPL’s −20 (slight selling); GOOG shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size GOOG larger and 1 size AAPL larger — a lean toward AAPL. 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 GOOG only, who holds AAPL only, and who holds both.
Of 1 shared manager, 0 weight GOOG heavier and 1 weight AAPL heavier.
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5 / 10.2%
- Warren Buffett22.4%
- Joel Greenblatt3.8%
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: GOOG or AAPL?
GOOG (Alphabet Class C) is held by 4 tracked superinvestors; AAPL (Apple Inc.) is held by 3. GOOG has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both GOOG and AAPL?
1 tracked superinvestor holds both GOOG and AAPL based on the latest SEC 13F filings. Largest dual-holder: David Rolfe (6.5% GOOG · 10.2% AAPL). Full overlap table below.
What is the overlap between GOOG and AAPL institutional ownership?
Across 6 unique tracked holders: 3 hold only GOOG (50%), 1 hold both (17%), 2 hold only AAPL (33%). The full Venn split + per-manager position % is on this page.
Among managers holding both GOOG and AAPL, which do they prefer?
Of 1 managers holding both, 0 weight GOOG higher and 1 weight AAPL higher in their portfolios. AAPL 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.