V vs AAPL
Visa · Apple Inc.
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 12 tracked superinvestors, 1 hold both V and AAPL (8% of the combined holder base), led by David Rolfe (8.4% V · 10.2% AAPL). V appears in 10 tracked portfolios; AAPL in 3, so V is the more widely held of the two among tracked managers.
V is a Financials holding while AAPL sits in Technology — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, V’s ConvictionScore reads −14 (slight selling) against AAPL’s −26 (slight selling); V shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size V larger and 1 size AAPL larger — a lean toward AAPL. 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 V only, who holds AAPL only, and who holds both.
Of 1 shared manager, 0 weight V heavier and 1 weight AAPL heavier.
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- Chris Hohn11.8%
- François Rochon9.8%
- Glenn Greenberg9.4%
- Polen Capital7.8%
- William von Mueffling6.1%
- Andreas Halvorsen5.8%
- +1 more
- David Rolfe8.4 / 10.2%
- Warren Buffett22.4%
- Joel Greenblatt3.8%
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: V or AAPL?
V (Visa) is held by 10 tracked superinvestors; AAPL (Apple Inc.) is held by 3. V has 7 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both V and AAPL?
1 tracked superinvestor holds both V and AAPL based on the latest SEC 13F filings. Largest dual-holder: David Rolfe (8.4% V · 10.2% AAPL). Full overlap table below.
What is the overlap between V and AAPL institutional ownership?
Across 12 unique tracked holders: 9 hold only V (75%), 1 hold both (8%), 2 hold only AAPL (17%). The full Venn split + per-manager position % is on this page.
Among managers holding both V and AAPL, which do they prefer?
Of 1 managers holding both, 0 weight V higher and 1 weight AAPL higher in their portfolios. AAPL 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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