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Ownership Diff · GOOG vs V

GOOG vs V

Alphabet Class C · Visa

Superinvestor ownership overlap, unique holders, and conviction comparison.

GOOG
Alphabet Class C
Technology
ConvictionScore−1
SignalSlight selling
Tracked owners4
V
Visa
Financials
ConvictionScore−14
SignalSlight selling
Tracked owners10

Ownership fingerprint

Who holds GOOG only, who holds V only, and who holds both.

GOOG only (3)■ Both (1)V only (9)
GOOG only
V only

Of 1 shared manager, 0 weight GOOG heavier and 1 weight V heavier.

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

David Rolfe
GOOG
6.5%
V
8.4%
Quality compounder.
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Frequently asked questions

Which has more hedge-fund owners: GOOG or V?

GOOG (Alphabet Class C) is held by 4 tracked superinvestors; V (Visa) is held by 10. V has 6 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both GOOG and V?

1 tracked superinvestor holds both GOOG and V based on the latest SEC 13F filings. Largest dual-holder: David Rolfe (6.5% GOOG · 8.4% V). Full overlap table below.

What is the overlap between GOOG and V institutional ownership?

Across 13 unique tracked holders: 3 hold only GOOG (23%), 1 hold both (8%), 9 hold only V (69%). The full Venn split + per-manager position % is on this page.

Among managers holding both GOOG and V, which do they prefer?

Of 1 managers holding both, 0 weight GOOG higher and 1 weight V higher in their portfolios. V is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.

Sourced from SEC 13F filings (2026). Not investment advice. Methodology.