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Ownership Diff · META vs AMZN

META vs AMZN

Meta Platforms · Amazon

Superinvestor ownership overlap, unique holders, and conviction comparison.

META
Meta Platforms
Technology
ConvictionScore+3
SignalSlight accumulation
Tracked owners15
AMZN
Amazon
Technology
ConvictionScore−8
SignalSlight selling
Tracked owners3

What the ownership overlap reveals

Across 15 tracked superinvestors, 3 hold both META and AMZN (20% of the combined holder base), led by David Tepper (9.1% META · 6.4% AMZN). META appears in 15 tracked portfolios; AMZN in 3, so META is the more widely held of the two among tracked managers.

Both sit in Technology, so the overlap reflects manager preference within one sector rather than a cross-sector divide. On the latest 13F cohort, META’s ConvictionScore reads +3 (slight accumulation) against AMZN’s −8 (slight selling); META shows the stronger net-accumulation reading of the pair.

Among the 3 managers holding both, 1 size META larger and 2 size AMZN larger — a lean toward AMZN. 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 META only, who holds AMZN only, and who holds both.

META only (12)■ Both (3)AMZN only (0)
META only
Both

Of 3 shared managers, 1 weight META heavier and 2 weight AMZN heavier.

Both · 3
Only AMZN · 0

All AMZN holders also hold META.

Shared manager conviction

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

David Tepper
META
9.1%
AMZN
6.4%
Quality compounder at reasonable multiple.
Stephen Mandel
META
6.4%
AMZN
6.9%
Core growth position.
Tom Slater
META
5.9%
AMZN
8.7%
Cash flow machine.
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Frequently asked questions

Which has more hedge-fund owners: META or AMZN?

META (Meta Platforms) is held by 15 tracked superinvestors; AMZN (Amazon) is held by 3. META has 12 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both META and AMZN?

3 tracked superinvestors hold both META and AMZN based on the latest SEC 13F filings. Largest dual-holder: David Tepper (9.1% META · 6.4% AMZN). Full overlap table below.

What is the overlap between META and AMZN institutional ownership?

Across 15 unique tracked holders: 12 hold only META (80%), 3 hold both (20%), 0 hold only AMZN (0%). The full Venn split + per-manager position % is on this page.

Among managers holding both META and AMZN, which do they prefer?

Of 3 managers holding both, 1 weight META higher and 2 weight AMZN higher in their portfolios. AMZN 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.