MSFT vs BABA
Microsoft · Alibaba
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 15 tracked superinvestors, 1 hold both MSFT and BABA (7% of the combined holder base), led by David Tepper (5.9% MSFT · 5.4% BABA). MSFT appears in 12 tracked portfolios; BABA in 4, so MSFT 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, MSFT’s ConvictionScore reads −8 (slight selling) against BABA’s +25 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size MSFT larger and 0 size BABA larger — a lean toward MSFT. 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 MSFT only, who holds BABA only, and who holds both.
Of 1 shared manager, 1 weight MSFT heavier and 0 weight BABA heavier.
- Chris Hohn13.1%
- Terry Smith11.2%
- Chase Coleman10.7%
- Polen Capital9.4%
- Stanley Druckenmiller9.1%
- John Armitage8.9%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- +3 more
- David Tepper5.9 / 5.4%
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
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: MSFT or BABA?
MSFT (Microsoft) is held by 12 tracked superinvestors; BABA (Alibaba) is held by 4. MSFT has 8 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MSFT and BABA?
1 tracked superinvestor holds both MSFT and BABA based on the latest SEC 13F filings. Largest dual-holder: David Tepper (5.9% MSFT · 5.4% BABA). Full overlap table below.
What is the overlap between MSFT and BABA institutional ownership?
Across 15 unique tracked holders: 11 hold only MSFT (73%), 1 hold both (7%), 3 hold only BABA (20%). The full Venn split + per-manager position % is on this page.
Among managers holding both MSFT and BABA, which do they prefer?
Of 1 managers holding both, 1 weight MSFT higher and 0 weight BABA higher in their portfolios. MSFT 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.