META vs BABA
Meta Platforms · Alibaba
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 17 tracked superinvestors, 2 hold both META and BABA (12% of the combined holder base), led by Li Lu (11.8% META · 9.7% BABA). META appears in 15 tracked portfolios; BABA in 4, 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 BABA’s +25 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 2 size META larger and 0 size BABA larger — a lean toward META. 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 BABA only, and who holds both.
Of 2 shared managers, 2 weight META heavier and 0 weight BABA heavier.
- Chase Coleman13.4%
- Chris Hohn8.2%
- Jeffrey Ubben8.1%
- John Armitage7.2%
- Terry Smith6.5%
- Andreas Halvorsen6.4%
- Stephen Mandel6.4%
- François Rochon6.2%
- +5 more
- Li Lu11.8 / 9.7%
- David Tepper9.1 / 5.4%
- Michael Burry21.3%
- Mohnish Pabrai18.4%
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: META or BABA?
META (Meta Platforms) is held by 15 tracked superinvestors; BABA (Alibaba) is held by 4. META has 11 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both META and BABA?
2 tracked superinvestors hold both META and BABA based on the latest SEC 13F filings. Largest dual-holder: Li Lu (11.8% META · 9.7% BABA). Full overlap table below.
What is the overlap between META and BABA institutional ownership?
Across 17 unique tracked holders: 13 hold only META (76%), 2 hold both (12%), 2 hold only BABA (12%). The full Venn split + per-manager position % is on this page.
Among managers holding both META and BABA, which do they prefer?
Of 2 managers holding both, 2 weight META higher and 0 weight BABA higher in their portfolios. META 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.