NFLX vs BABA
Netflix · Alibaba
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 7 tracked superinvestors, no manager holds both NFLX and BABA — the two names draw on entirely separate pools of smart money. NFLX appears in 3 tracked portfolios; BABA in 4, so BABA is the more widely held of the two among tracked managers.
NFLX is a Communication holding while BABA sits in Technology — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, NFLX’s ConvictionScore reads −1 (slight selling) against BABA’s +25 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
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 NFLX only, who holds BABA only, and who holds both.
- John Armitage3.9%
- Bill Nygren3.6%
- Lee Ainslie3.4%
No manager holds both NFLX and BABA.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4%
Frequently asked questions
Which has more hedge-fund owners: NFLX or BABA?
NFLX (Netflix) is held by 3 tracked superinvestors; BABA (Alibaba) is held by 4. BABA has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both NFLX and BABA?
0 tracked superinvestors hold both NFLX and BABA based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between NFLX and BABA institutional ownership?
Across 7 unique tracked holders: 3 hold only NFLX (43%), 0 hold both (0%), 4 hold only BABA (57%). The full Venn split + per-manager position % is on this page.
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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