MA vs GOOGL
Mastercard · Alphabet
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 13 tracked superinvestors, 2 hold both MA and GOOGL (15% of the combined holder base), led by François Rochon (11.2% MA · 8.4% GOOGL). MA appears in 6 tracked portfolios; GOOGL in 9, so GOOGL is the more widely held of the two among tracked managers.
MA is a Financials holding while GOOGL 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 −2 (slight selling) against GOOGL’s −31 (slight selling); MA shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 1 size MA larger and 1 size GOOGL larger — an even conviction split. 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 MA only, who holds GOOGL only, and who holds both.
Of 2 shared managers, 1 weight MA heavier and 1 weight GOOGL heavier.
- Chuck Akre17.8%
- Dev Kantesaria11.2%
- Terry Smith9.8%
- Andreas Halvorsen3.7%
- François Rochon11.2 / 8.4%
- Polen Capital5.6 / 8.1%
- Chris Hohn14.6%
- Chase Coleman8.2%
- David Tepper7.8%
- John Armitage6.8%
- Bill Nygren4.9%
- Lee Ainslie4.2%
- Joel Greenblatt3.0%
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: MA or GOOGL?
MA (Mastercard) is held by 6 tracked superinvestors; GOOGL (Alphabet) is held by 9. GOOGL has 3 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MA and GOOGL?
2 tracked superinvestors hold both MA and GOOGL based on the latest SEC 13F filings. Largest dual-holder: François Rochon (11.2% MA · 8.4% GOOGL). Full overlap table below.
What is the overlap between MA and GOOGL institutional ownership?
Across 13 unique tracked holders: 4 hold only MA (31%), 2 hold both (15%), 7 hold only GOOGL (54%). The full Venn split + per-manager position % is on this page.
Among managers holding both MA and GOOGL, which do they prefer?
Of 2 managers holding both, 1 weight MA higher and 1 weight GOOGL higher in their portfolios. Even split. 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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