GOOG vs AMZN
Alphabet Class C · Amazon
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 7 tracked superinvestors, no manager holds both GOOG and AMZN — the two names draw on entirely separate pools of smart money. GOOG appears in 4 tracked portfolios; AMZN 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 AMZN’s −8 (slight selling); GOOG 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 GOOG only, who holds AMZN only, and who holds both.
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5%
No manager holds both GOOG and AMZN.
- Tom Slater8.7%
- Stephen Mandel6.9%
- David Tepper6.4%
Frequently asked questions
Which has more hedge-fund owners: GOOG or AMZN?
GOOG (Alphabet Class C) is held by 4 tracked superinvestors; AMZN (Amazon) 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 AMZN?
0 tracked superinvestors hold both GOOG and AMZN based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between GOOG and AMZN institutional ownership?
Across 7 unique tracked holders: 4 hold only GOOG (57%), 0 hold both (0%), 3 hold only AMZN (43%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.