V vs GOOG
Visa · Alphabet Class C
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 13 tracked superinvestors, 1 hold both V and GOOG (8% of the combined holder base), led by David Rolfe (8.4% V · 6.5% GOOG). V appears in 10 tracked portfolios; GOOG in 4, so V is the more widely held of the two among tracked managers.
V is a Financials holding while GOOG 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 GOOG’s +2 (slight accumulation); GOOG shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size V larger and 0 size GOOG larger — a lean toward V. 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 GOOG only, and who holds both.
Of 1 shared manager, 1 weight V heavier and 0 weight GOOG 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 / 6.5%
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
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: V or GOOG?
V (Visa) is held by 10 tracked superinvestors; GOOG (Alphabet Class C) 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 GOOG?
1 tracked superinvestor holds both V and GOOG based on the latest SEC 13F filings. Largest dual-holder: David Rolfe (8.4% V · 6.5% GOOG). Full overlap table below.
What is the overlap between V and GOOG institutional ownership?
Across 13 unique tracked holders: 9 hold only V (69%), 1 hold both (8%), 3 hold only GOOG (23%). The full Venn split + per-manager position % is on this page.
Among managers holding both V and GOOG, which do they prefer?
Of 1 managers holding both, 1 weight V higher and 0 weight GOOG higher in their portfolios. V 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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