MA vs GOOG
Mastercard · Alphabet Class C
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 10 tracked superinvestors, no manager holds both MA and GOOG — the two names draw on entirely separate pools of smart money. MA appears in 6 tracked portfolios; GOOG in 4, so MA is the more widely held of the two among tracked managers.
MA is a Financials holding while GOOG 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 GOOG’s −1 (slight selling); MA 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 GOOG 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 GOOG.
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5%
Frequently asked questions
Which has more hedge-fund owners: MA or GOOG?
MA (Mastercard) is held by 6 tracked superinvestors; GOOG (Alphabet Class C) 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 GOOG?
0 tracked superinvestors hold both MA and GOOG based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between MA and GOOG institutional ownership?
Across 10 unique tracked holders: 6 hold only MA (60%), 0 hold both (0%), 4 hold only GOOG (40%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.