GOOG vs V
Alphabet Class C · Visa
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 13 tracked superinvestors, 1 hold both GOOG and V (8% of the combined holder base), led by David Rolfe (6.5% GOOG · 8.4% V). GOOG appears in 4 tracked portfolios; V in 10, so V is the more widely held of the two among tracked managers.
GOOG is a Technology holding while V 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 V’s −14 (slight selling); GOOG shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size GOOG larger and 1 size V larger — a lean toward V. 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 V only, and who holds both.
Of 1 shared manager, 0 weight GOOG heavier and 1 weight V heavier.
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5 / 8.4%
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- Chris Hohn11.8%
- François Rochon9.8%
- Glenn Greenberg9.4%
- Polen Capital7.8%
- William von Mueffling6.1%
- Andreas Halvorsen5.8%
- +1 more
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 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.