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.