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 +2 (slight accumulation) 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 positions are in the convergence table below.
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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