Institutional Portfolio Overlap & Shared Holdings

Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.

Sector portfolio overlap

Explore shared holdings and top overlapping superinvestor pairs within a sector.

Investor AInvestor B

Mairs & Power Growth Fund & Tiger Global Management Portfolio Overlap

Shared 13F holdings between Mairs & Power Growth Fund and Tiger Global Management based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Extremely high shared conviction

Shared Holdings

16 shared positions across both portfolios (246 holdings for Mairs & Power Growth Fund, 40 for Tiger Global Management).

Stock	Mairs & Power Growth Fund value	Tiger Global Management value	Combined value	Conviction	Est. current value	Sector
NVDA NVIDIA Corporation	$941.98M	$2.24B	$3.18B	9.2%	$3.49B	Technology
AMZN Amazon.com, Inc.	$619.55M	$2.31B	$2.93B	7.9%	$3.09B	Consumer Cyclical
TSM Taiwan Semiconductor Manufactur	$227.44M	$2.33B	$2.56B	6.1%	$2.31B	Technology
GOOGL Alphabet Inc.	$19.34M	$2.07B	$2.09B	4.6%	$2.04B	Communication Services
META Meta Platforms, Inc.	$187.50M	$1.59B	$1.78B	4.3%	$2.15B	Communication Services
MSFT Microsoft Corporation	$727.66M	$845.60M	$1.57B	5.2%	$2.10B	Technology
LRCX Lam Research	$331,497	$1.37B	$1.37B	3.0%	$852.17M	—
AMAT Applied Materials, Inc.	$7.96M	$1.18B	$1.19B	2.6%	$685.88M	Technology
GEV GE Vernova Inc.	$993,932	$936.96M	$937.96M	2.0%	$738.42M	Utilities
AVGO Broadcom Inc.	$1.38M	$662.60M	$663.98M	1.4%	$610.46M	Technology
INTC Intel Corporation	$2.03M	$593.80M	$595.83M	1.3%	$464.27M	Technology
V Visa Inc.	$292.33M	$274.02M	$566.35M	1.9%	$610.66M	Financial Services
AMD Advanced Micro Devices, Inc.	$957,340	$391.96M	$392.91M	0.9%	$368.69M	Technology
UNH UnitedHealth Group Incorporated	$232.73M	$123.63M	$356.36M	1.3%	$321.71M	Healthcare
SHW Sherwin-Williams Company (The)	$151.70M	$88.52M	$240.22M	0.9%	$223.91M	Basic Materials
DHR Danaher Corporation	$217,528	$86.86M	$87.08M	0.2%	$97.14M	Healthcare

Largest Shared Position

NVIDIA Corporation (NVDA) represents the largest overlapping position between Mairs & Power Growth Fund and Tiger Global Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of NVDA positions reported by both investment firms is approximately $3.18B, reflecting overlapping institutional exposure to NVIDIA Corporation.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Technology	$10.16B	AMAT, AMD, AVGO, INTC, MSFT, NVDA, TSM
Communication Services	$3.87B	GOOGL, META
Consumer Cyclical	$2.93B	AMZN
Other	$1.37B	LRCX
Utilities	$937.96M	GEV
Financial Services	$566.35M	V
Healthcare	$443.44M	DHR, UNH
Basic Materials	$240.22M	SHW

Consensus Smart Money Signals

Shared holdings between Mairs & Power Growth Fund and Tiger Global Management may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.

Strongest overlap by reported value: NVDA ($3.18B combined).
Highest average portfolio weight in overlap: NVDA (9.2% conviction score).
Largest estimated mark-to-market gain since filing: MSFT ($526.07M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Mairs & Power Growth Fund and Tiger Global Management increased between Q1 2001 and Q2 2001, with 16 shared holdings in the latest period ($20.51B combined reported value) versus 12 in the prior period ($17.39B).

Overlap Score Guide

Score	Meaning
85–100	Extremely high shared conviction
65–84	Strong overlap
45–64	Moderate overlap
25–44	Limited overlap
0–24	Minimal overlap