GOOG vs MA
Alphabet Class C · Mastercard
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 10 tracked superinvestors, no manager holds both GOOG and MA — the two names draw on entirely separate pools of smart money. GOOG appears in 4 tracked portfolios; MA in 6, so MA is the more widely held of the two among tracked managers.
GOOG is a Technology holding while MA sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, GOOG’s ConvictionScore reads −1 (slight selling) against MA’s 0 (mixed); MA 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 MA only, and who holds both.
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5%
No manager holds both GOOG and MA.
- Chuck Akre17.8%
- François Rochon11.2%
- Dev Kantesaria11.2%
- Terry Smith9.8%
- Polen Capital5.6%
- Andreas Halvorsen3.7%
Frequently asked questions
Which has more hedge-fund owners: GOOG or MA?
GOOG (Alphabet Class C) is held by 4 tracked superinvestors; MA (Mastercard) is held by 6. MA has 2 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both GOOG and MA?
0 tracked superinvestors hold both GOOG and MA based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between GOOG and MA institutional ownership?
Across 10 unique tracked holders: 4 hold only GOOG (40%), 0 hold both (0%), 6 hold only MA (60%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.