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 −1 (slight selling); 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 position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.