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.
Tiger Global Management & Cullen Value Fund Portfolio Overlap
Shared 13F holdings between Tiger Global Management and Cullen Value Fund based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
68
Strong overlap
Shared Holdings
10 shared positions across both portfolios (42 holdings for Tiger Global Management, 177 for Cullen Value Fund).
| Stock | Tiger Global Management value | Cullen Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | $3.06B | $4.40M | $3.06B | 7.1% | $3.87B | Communication Services |
| NVDA NVIDIA Corporation | $2.09B | $18.78M | $2.11B | 5.9% | $2.48B | Technology |
| AMZN Amazon.com, Inc. | $2.08B | $16.09M | $2.10B | 5.7% | $2.39B | Consumer Cyclical |
| META Meta Platforms, Inc. | $1.77B | $10.14M | $1.78B | 4.6% | $1.76B | Communication Services |
| AVGO Broadcom Inc. | $1.11B | $18.23M | $1.13B | 3.7% | $1.43B | Technology |
| MSFT Microsoft Corporation | $925.42M | $31.68M | $957.10M | 4.2% | $979.70M | Technology |
| GEV GE Vernova Inc. | $849.33M | $863,817 | $850.19M | 1.9% | $1.02B | Utilities |
| AMAT Applied Materials, Inc. | $566.31M | $6.08M | $572.39M | 1.7% | $992.96M | Technology |
| UNH UnitedHealth Group Incorporated | $94.83M | $1.07M | $95.90M | 0.3% | $141.60M | Healthcare |
| SHW Sherwin-Williams Company (The) | $82.41M | $256,209 | $82.66M | 0.2% | $80.92M | Basic Materials |
Largest Shared Position
Alphabet Inc. (GOOGL) represents the largest overlapping position between Tiger Global Management and Cullen Value Fund based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $3.06B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $4.84B | GOOGL, META |
| Technology | $4.77B | AMAT, AVGO, MSFT, NVDA |
| Consumer Cyclical | $2.10B | AMZN |
| Utilities | $850.19M | GEV |
| Healthcare | $95.90M | UNH |
| Basic Materials | $82.66M | SHW |
Consensus Smart Money Signals
Shared holdings between Tiger Global Management and Cullen Value Fund 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: GOOGL ($3.06B combined).
- Highest average portfolio weight in overlap: GOOGL (7.1% conviction score).
- Largest estimated mark-to-market gain since filing: GOOGL ($811.60M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Tiger Global Management and Cullen Value Fund decreased between Q4 2001 and Q1 2001, with 10 shared holdings in the latest period ($12.74B combined reported value) versus 11 in the prior period ($14.90B).
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 |
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