GOOGL vs MA
Alphabet · Mastercard
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 13 tracked superinvestors, 2 hold both GOOGL and MA (15% of the combined holder base), led by François Rochon (8.4% GOOGL · 11.2% MA). GOOGL appears in 9 tracked portfolios; MA in 6, so GOOGL is the more widely held of the two among tracked managers.
GOOGL is a Technology holding while MA sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, GOOGL’s ConvictionScore reads −26 (slight selling) against MA’s 0 (mixed); MA shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 1 size GOOGL larger and 1 size MA larger — an even conviction split. 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 MA only, and who holds both.
Of 2 shared managers, 1 weight GOOGL heavier and 1 weight MA heavier.
- Chris Hohn14.6%
- Chase Coleman8.2%
- David Tepper7.8%
- John Armitage6.8%
- Bill Nygren4.9%
- Lee Ainslie4.2%
- Joel Greenblatt3.0%
- François Rochon8.4 / 11.2%
- Polen Capital8.1 / 5.6%
- Chuck Akre17.8%
- Dev Kantesaria11.2%
- Terry Smith9.8%
- Andreas Halvorsen3.7%
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 MA?
GOOGL (Alphabet) is held by 9 tracked superinvestors; MA (Mastercard) is held by 6. GOOGL has 3 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both GOOGL and MA?
2 tracked superinvestors hold both GOOGL and MA based on the latest SEC 13F filings. Largest dual-holder: François Rochon (8.4% GOOGL · 11.2% MA). Full overlap table below.
What is the overlap between GOOGL and MA institutional ownership?
Across 13 unique tracked holders: 7 hold only GOOGL (54%), 2 hold both (15%), 4 hold only MA (31%). The full Venn split + per-manager position % is on this page.
Among managers holding both GOOGL and MA, which do they prefer?
Of 2 managers holding both, 1 weight GOOGL higher and 1 weight MA higher in their portfolios. Even split. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.