MA vs BABA
Mastercard · Alibaba
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 10 tracked superinvestors, no manager holds both MA and BABA — the two names draw on entirely separate pools of smart money. MA appears in 6 tracked portfolios; BABA in 4, so MA is the more widely held of the two among tracked managers.
MA is a Financials holding while BABA sits in Technology — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, MA’s ConvictionScore reads 0 (mixed) against BABA’s +25 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
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 MA only, who holds BABA only, and who holds both.
- Chuck Akre17.8%
- François Rochon11.2%
- Dev Kantesaria11.2%
- Terry Smith9.8%
- Polen Capital5.6%
- Andreas Halvorsen3.7%
No manager holds both MA and BABA.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4%
Frequently asked questions
Which has more hedge-fund owners: MA or BABA?
MA (Mastercard) is held by 6 tracked superinvestors; BABA (Alibaba) is held by 4. MA has 2 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MA and BABA?
0 tracked superinvestors hold both MA and BABA based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between MA and BABA institutional ownership?
Across 10 unique tracked holders: 6 hold only MA (60%), 0 hold both (0%), 4 hold only BABA (40%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.