GOOG vs BABA
Alphabet Class C · Alibaba
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 6 tracked superinvestors, 2 hold both GOOG and BABA (33% of the combined holder base), led by Li Lu (17.1% GOOG · 9.7% BABA). GOOG appears in 4 tracked portfolios; BABA in 4 — an even split in breadth of ownership.
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 BABA’s +25 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 1 size GOOG larger and 1 size BABA larger — an even conviction split. 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 BABA only, and who holds both.
Of 2 shared managers, 1 weight GOOG heavier and 1 weight BABA heavier.
- Bill Ackman11.7%
- David Rolfe6.5%
- Li Lu17.1 / 9.7%
- Mohnish Pabrai9.7 / 18.4%
- Michael Burry21.3%
- David Tepper5.4%
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 BABA?
GOOG (Alphabet Class C) is held by 4 tracked superinvestors; BABA (Alibaba) is held by 4. Both has 0 more tracked holders (tied). Full ranking by % of portfolio in the table below.
What managers hold both GOOG and BABA?
2 tracked superinvestors hold both GOOG and BABA based on the latest SEC 13F filings. Largest dual-holder: Li Lu (17.1% GOOG · 9.7% BABA). Full overlap table below.
What is the overlap between GOOG and BABA institutional ownership?
Across 6 unique tracked holders: 2 hold only GOOG (33%), 2 hold both (33%), 2 hold only BABA (34%). The full Venn split + per-manager position % is on this page.
Among managers holding both GOOG and BABA, which do they prefer?
Of 2 managers holding both, 1 weight GOOG higher and 1 weight BABA higher in their portfolios. Even split. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.