NVDA vs BABA
NVIDIA · Alibaba
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 11 tracked superinvestors, 1 hold both NVDA and BABA (9% of the combined holder base), led by David Tepper (10.2% NVDA · 5.4% BABA). NVDA appears in 8 tracked portfolios; BABA in 4, so NVDA 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, NVDA’s ConvictionScore reads +8 (slight accumulation) against BABA’s +25 (slight accumulation); BABA shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size NVDA larger and 0 size BABA larger — a lean toward NVDA. 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 NVDA only, who holds BABA only, and who holds both.
Of 1 shared manager, 1 weight NVDA heavier and 0 weight BABA heavier.
- Stanley Druckenmiller11.4%
- Tom Slater9.4%
- Chase Coleman7.1%
- John Armitage6.4%
- Andreas Halvorsen6.2%
- Stephen Mandel5.1%
- Lee Ainslie3.1%
- David Tepper10.2 / 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: NVDA or BABA?
NVDA (NVIDIA) is held by 8 tracked superinvestors; BABA (Alibaba) is held by 4. NVDA has 4 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both NVDA and BABA?
1 tracked superinvestor holds both NVDA and BABA based on the latest SEC 13F filings. Largest dual-holder: David Tepper (10.2% NVDA · 5.4% BABA). Full overlap table below.
What is the overlap between NVDA and BABA institutional ownership?
Across 11 unique tracked holders: 7 hold only NVDA (64%), 1 hold both (9%), 3 hold only BABA (27%). The full Venn split + per-manager position % is on this page.
Among managers holding both NVDA and BABA, which do they prefer?
Of 1 managers holding both, 1 weight NVDA higher and 0 weight BABA higher in their portfolios. NVDA 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.