GOOGL vs MSFT
Alphabet · Microsoft
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds GOOGL only, who holds MSFT only, and who holds both.
Of 7 shared managers, 3 weight GOOGL heavier and 4 weight MSFT heavier.
- François Rochon8.4%
- Bill Nygren4.9%
- Chris Hohn14.6 / 13.1%
- Chase Coleman8.2 / 10.7%
- Polen Capital8.1 / 9.4%
- David Tepper7.8 / 5.9%
- John Armitage6.8 / 8.9%
- Lee Ainslie4.2 / 3.8%
- Joel Greenblatt3.0 / 4.1%
- Terry Smith11.2%
- Stanley Druckenmiller9.1%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- Andreas Halvorsen4.8%
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 MSFT?
GOOGL (Alphabet) is held by 9 tracked superinvestors; MSFT (Microsoft) is held by 12. MSFT has 3 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both GOOGL and MSFT?
7 tracked superinvestors hold both GOOGL and MSFT based on the latest SEC 13F filings. Largest dual-holder: Chris Hohn (14.6% GOOGL · 13.1% MSFT). Full overlap table below.
What is the overlap between GOOGL and MSFT institutional ownership?
Across 14 unique tracked holders: 2 hold only GOOGL (14%), 7 hold both (50%), 5 hold only MSFT (36%). The full Venn split + per-manager position % is on this page.
Among managers holding both GOOGL and MSFT, which do they prefer?
Of 7 managers holding both, 3 weight GOOGL higher and 4 weight MSFT higher in their portfolios. MSFT 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.