V vs GOOGL
Visa · Alphabet
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 16 tracked superinvestors, 3 hold both V and GOOGL (19% of the combined holder base), led by Chris Hohn (11.8% V · 14.6% GOOGL). V appears in 10 tracked portfolios; GOOGL in 9, so V is the more widely held of the two among tracked managers.
V is a Financials holding while GOOGL 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 GOOGL’s −31 (slight selling); V shows the stronger net-accumulation reading of the pair.
Among the 3 managers holding both, 1 size V larger and 2 size GOOGL larger — a lean toward GOOGL. 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 GOOGL only, and who holds both.
Of 3 shared managers, 1 weight V heavier and 2 weight GOOGL heavier.
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- William von Mueffling6.1%
- Andreas Halvorsen5.8%
- Terry Smith5.4%
- Chris Hohn11.8 / 14.6%
- François Rochon9.8 / 8.4%
- Polen Capital7.8 / 8.1%
- Chase Coleman8.2%
- David Tepper7.8%
- John Armitage6.8%
- Bill Nygren4.9%
- Lee Ainslie4.2%
- Joel Greenblatt3.0%
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 GOOGL?
V (Visa) is held by 10 tracked superinvestors; GOOGL (Alphabet) is held by 9. V has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both V and GOOGL?
3 tracked superinvestors hold both V and GOOGL based on the latest SEC 13F filings. Largest dual-holder: Chris Hohn (11.8% V · 14.6% GOOGL). Full overlap table below.
What is the overlap between V and GOOGL institutional ownership?
Across 16 unique tracked holders: 7 hold only V (44%), 3 hold both (19%), 6 hold only GOOGL (37%). The full Venn split + per-manager position % is on this page.
Among managers holding both V and GOOGL, which do they prefer?
Of 3 managers holding both, 1 weight V higher and 2 weight GOOGL higher in their portfolios. GOOGL 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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