GOOGL vs BABA
Alphabet · Alibaba
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 12 tracked superinvestors, 1 hold both GOOGL and BABA (8% of the combined holder base), led by David Tepper (7.8% GOOGL · 5.4% BABA). GOOGL appears in 9 tracked portfolios; BABA in 4, 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 BABA’s +25 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size GOOGL larger and 0 size BABA larger — a lean toward GOOGL. 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 BABA only, and who holds both.
Of 1 shared manager, 1 weight GOOGL heavier and 0 weight BABA heavier.
- Chris Hohn14.6%
- François Rochon8.4%
- Chase Coleman8.2%
- Polen Capital8.1%
- John Armitage6.8%
- Bill Nygren4.9%
- Lee Ainslie4.2%
- Joel Greenblatt3.0%
- David Tepper7.8 / 5.4%
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
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 BABA?
GOOGL (Alphabet) is held by 9 tracked superinvestors; BABA (Alibaba) is held by 4. GOOGL has 5 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both GOOGL and BABA?
1 tracked superinvestor holds both GOOGL and BABA based on the latest SEC 13F filings. Largest dual-holder: David Tepper (7.8% GOOGL · 5.4% BABA). Full overlap table below.
What is the overlap between GOOGL and BABA institutional ownership?
Across 12 unique tracked holders: 8 hold only GOOGL (67%), 1 hold both (8%), 3 hold only BABA (25%). The full Venn split + per-manager position % is on this page.
Among managers holding both GOOGL and BABA, which do they prefer?
Of 1 managers holding both, 1 weight GOOGL higher and 0 weight BABA higher in their portfolios. GOOGL 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.