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Ownership Diff · GOOGL vs V

GOOGL vs V

Alphabet · Visa

Superinvestor ownership overlap, unique holders, and conviction comparison.

GOOGL
Alphabet
Technology
ConvictionScore−26
SignalSlight selling
Tracked owners9
V
Visa
Financials
ConvictionScore−14
SignalSlight selling
Tracked owners10

Ownership fingerprint

Who holds GOOGL only, who holds V only, and who holds both.

GOOGL only (6)■ Both (3)V only (7)
GOOGL only
Both
V only

Of 3 shared managers, 2 weight GOOGL heavier and 1 weight V heavier.

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

Chris Hohn
GOOGL
14.6%
V
11.8%
Second-largest position. AI optionality.
François Rochon
GOOGL
8.4%
V
9.8%
Search + AI.
Polen Capital
GOOGL
8.1%
V
7.8%
Search moat + AI optionality.
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Frequently asked questions

Which has more hedge-fund owners: GOOGL or V?

GOOGL (Alphabet) is held by 9 tracked superinvestors; V (Visa) is held by 10. V has 1 more tracked holder. Full ranking by % of portfolio in the table below.

What managers hold both GOOGL and V?

3 tracked superinvestors hold both GOOGL and V based on the latest SEC 13F filings. Largest dual-holder: Chris Hohn (14.6% GOOGL · 11.8% V). Full overlap table below.

What is the overlap between GOOGL and V institutional ownership?

Across 16 unique tracked holders: 6 hold only GOOGL (38%), 3 hold both (19%), 7 hold only V (43%). The full Venn split + per-manager position % is on this page.

Among managers holding both GOOGL and V, which do they prefer?

Of 3 managers holding both, 2 weight GOOGL higher and 1 weight V 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.