GOOG vs MSFT
Alphabet Class C · Microsoft
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 16 tracked superinvestors, no manager holds both GOOG and MSFT — the two names draw on entirely separate pools of smart money. GOOG appears in 4 tracked portfolios; MSFT in 12, so MSFT 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 MSFT’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 MSFT only, and who holds both.
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5%
No manager holds both GOOG and MSFT.
- Chris Hohn13.1%
- Terry Smith11.2%
- Chase Coleman10.7%
- Polen Capital9.4%
- Stanley Druckenmiller9.1%
- John Armitage8.9%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- +4 more
Frequently asked questions
Which has more hedge-fund owners: GOOG or MSFT?
GOOG (Alphabet Class C) is held by 4 tracked superinvestors; MSFT (Microsoft) is held by 12. MSFT has 8 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both GOOG and MSFT?
0 tracked superinvestors hold both GOOG and MSFT based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between GOOG and MSFT institutional ownership?
Across 16 unique tracked holders: 4 hold only GOOG (25%), 0 hold both (0%), 12 hold only MSFT (75%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.