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 −26 (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 position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.