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 −31 (slight selling) against MA’s −2 (slight selling); 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 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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