Ownership Diff · META vs AMZN

META vs AMZN

Meta Platforms · Amazon

Superinvestor ownership overlap, unique holders, and conviction comparison.

META

Meta Platforms

Technology

ConvictionScore−4

SignalWEAK SELL

Tracked owners15

AMZN

Amazon

Technology

ConvictionScore−13

SignalWEAK SELL

Tracked owners3

Ownership fingerprint

Who holds META only, who holds AMZN only, and who holds both.

■ META only (12)■ Both (3)■ AMZN only (0)

META only

Both

Of 3 shared managers, 1 weight META heavier and 2 weight AMZN heavier.

Only META · 12

Both · 3

David Tepper9.1 / 6.4%
Stephen Mandel6.4 / 6.9%
Tom Slater5.9 / 8.7%

Only AMZN · 0

All AMZN holders also hold META.

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

David Tepper

META

9.1%

AMZN

6.4%

“Quality compounder at reasonable multiple.”

Stephen Mandel

META

6.4%

AMZN

6.9%

“Core growth position.”

Tom Slater

META

5.9%

AMZN

8.7%

“Cash flow machine.”

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Sourced from SEC 13F filings (2026). Not investment advice. Methodology.