V vs BABA
Visa · Alibaba
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 14 tracked superinvestors, no manager holds both V and BABA — the two names draw on entirely separate pools of smart money. V appears in 10 tracked portfolios; BABA in 4, so V is the more widely held of the two among tracked managers.
V is a Financials 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, V’s ConvictionScore reads −14 (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 V only, who holds BABA only, and who holds both.
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- Chris Hohn11.8%
- François Rochon9.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- Polen Capital7.8%
- William von Mueffling6.1%
- +2 more
No manager holds both V and BABA.
- Michael Burry21.3%
- Mohnish Pabrai18.4%
- Li Lu9.7%
- David Tepper5.4%
Frequently asked questions
Which has more hedge-fund owners: V or BABA?
V (Visa) is held by 10 tracked superinvestors; BABA (Alibaba) is held by 4. V has 6 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both V and BABA?
0 tracked superinvestors hold both V and BABA based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between V and BABA institutional ownership?
Across 14 unique tracked holders: 10 hold only V (71%), 0 hold both (0%), 4 hold only BABA (29%). 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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