META vs GOOG
Meta Platforms · Alphabet Class C
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 18 tracked superinvestors, 1 hold both META and GOOG (6% of the combined holder base), led by Li Lu (11.8% META · 17.1% GOOG). META appears in 15 tracked portfolios; GOOG 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 −2 (slight selling) against GOOG’s +2 (slight accumulation); GOOG shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size META larger and 1 size GOOG larger — a lean toward GOOG. 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 GOOG only, and who holds both.
Of 1 shared manager, 0 weight META heavier and 1 weight GOOG heavier.
- Chase Coleman13.4%
- David Tepper9.1%
- Chris Hohn8.2%
- Jeffrey Ubben8.1%
- John Armitage7.2%
- Terry Smith6.5%
- Andreas Halvorsen6.4%
- Stephen Mandel6.4%
- +6 more
- Li Lu11.8 / 17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5%
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 GOOG?
META (Meta Platforms) is held by 15 tracked superinvestors; GOOG (Alphabet Class C) 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 GOOG?
1 tracked superinvestor holds both META and GOOG based on the latest SEC 13F filings. Largest dual-holder: Li Lu (11.8% META · 17.1% GOOG). Full overlap table below.
What is the overlap between META and GOOG institutional ownership?
Across 18 unique tracked holders: 14 hold only META (78%), 1 hold both (6%), 3 hold only GOOG (16%). The full Venn split + per-manager position % is on this page.
Among managers holding both META and GOOG, which do they prefer?
Of 1 managers holding both, 0 weight META higher and 1 weight GOOG higher in their portfolios. GOOG is the preferred conviction position for the majority. 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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