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 +2 (slight accumulation) 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 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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