GOOGL vs AAPL
Alphabet · Apple Inc.
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 11 tracked superinvestors, 1 hold both GOOGL and AAPL (9% of the combined holder base), led by Joel Greenblatt (3.0% GOOGL · 3.8% AAPL). GOOGL appears in 9 tracked portfolios; AAPL in 3, so GOOGL 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, GOOGL’s ConvictionScore reads −26 (slight selling) against AAPL’s −20 (slight selling); AAPL shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size GOOGL larger and 1 size AAPL larger — a lean toward AAPL. 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 GOOGL only, who holds AAPL only, and who holds both.
Of 1 shared manager, 0 weight GOOGL heavier and 1 weight AAPL heavier.
- Chris Hohn14.6%
- François Rochon8.4%
- Chase Coleman8.2%
- Polen Capital8.1%
- David Tepper7.8%
- John Armitage6.8%
- Bill Nygren4.9%
- Lee Ainslie4.2%
- Joel Greenblatt3.0 / 3.8%
- Warren Buffett22.4%
- David Rolfe10.2%
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: GOOGL or AAPL?
GOOGL (Alphabet) is held by 9 tracked superinvestors; AAPL (Apple Inc.) is held by 3. GOOGL has 6 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both GOOGL and AAPL?
1 tracked superinvestor holds both GOOGL and AAPL based on the latest SEC 13F filings. Largest dual-holder: Joel Greenblatt (3.0% GOOGL · 3.8% AAPL). Full overlap table below.
What is the overlap between GOOGL and AAPL institutional ownership?
Across 11 unique tracked holders: 8 hold only GOOGL (73%), 1 hold both (9%), 2 hold only AAPL (18%). The full Venn split + per-manager position % is on this page.
Among managers holding both GOOGL and AAPL, which do they prefer?
Of 1 managers holding both, 0 weight GOOGL higher and 1 weight AAPL higher in their portfolios. AAPL 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.