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

Third Point & Appaloosa Management Portfolio Overlap

Shared 13F holdings between Third Point and Appaloosa Management based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

3 shared positions across both portfolios (35 holdings for Third Point, 23 for Appaloosa Management).

Stock	Third Point value	Appaloosa Management value	Combined value	Conviction	Est. current value	Sector
AMZN Amazon.com, Inc.	$417.10M	$1.19B	$1.61B	12.7%	$1.77B	Consumer Cyclical
TSM Taiwan Semiconductor Manufactur	$219.68M	$787.99M	$1.01B	7.8%	$899.60M	Technology
ASML ASML	$59.61M	$99.47M	$159.08M	1.3%	$147.53M	—

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between Third Point and Appaloosa Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $1.61B, reflecting overlapping institutional exposure to Amazon.com, Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Consumer Cyclical	$1.61B	AMZN
Technology	$1.01B	TSM
Other	$159.08M	ASML

Consensus Smart Money Signals

Shared holdings between Third Point and Appaloosa 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: AMZN ($1.61B combined).
Highest average portfolio weight in overlap: AMZN (12.7% conviction score).
Largest estimated mark-to-market gain since filing: AMZN ($164.09M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Third Point and Appaloosa Management decreased between Q1 2001 and Q2 2001, with 3 shared holdings in the latest period ($2.78B combined reported value) versus 6 in the prior period ($2.62B).

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