GOOGL vs V
Alphabet · Visa
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 16 tracked superinvestors, 3 hold both GOOGL and V (19% of the combined holder base), led by Chris Hohn (14.6% GOOGL · 11.8% V). GOOGL appears in 9 tracked portfolios; V in 10, so V is the more widely held of the two among tracked managers.
GOOGL is a Technology holding while V 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 V’s −14 (slight selling); V shows the stronger net-accumulation reading of the pair.
Among the 3 managers holding both, 2 size GOOGL larger and 1 size V 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 V only, and who holds both.
Of 3 shared managers, 2 weight GOOGL heavier and 1 weight V heavier.
- Chase Coleman8.2%
- David Tepper7.8%
- John Armitage6.8%
- Bill Nygren4.9%
- Lee Ainslie4.2%
- Joel Greenblatt3.0%
- Chris Hohn14.6 / 11.8%
- François Rochon8.4 / 9.8%
- Polen Capital8.1 / 7.8%
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- William von Mueffling6.1%
- Andreas Halvorsen5.8%
- Terry Smith5.4%
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 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 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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