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.
Appaloosa Management & Egerton Capital UK Portfolio Overlap
Shared 13F holdings between Appaloosa Management and Egerton Capital UK based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
33
Limited overlap
Shared Holdings
5 shared positions across both portfolios (31 holdings for Appaloosa Management, 22 for Egerton Capital UK).
| Stock | Appaloosa Management value | Egerton Capital UK value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $899.73M | $851.69M | $1.75B | 12.0% | $2.14B | Consumer Cyclical |
| GOOG Alphabet Inc. | $497.04M | $1.16B | $1.66B | 10.2% | $1.79B | Communication Services |
| NVDA NVIDIA Corporation | $256.63M | $683.90M | $940.53M | 5.7% | $981.56M | Technology |
| UBER Uber Technologies, Inc. | $455.51M | $167.39M | $622.90M | 4.7% | $608.78M | Technology |
| VST Vistra Corp. | $304.02M | $76.98M | $380.99M | 3.0% | $371.60M | Utilities |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between Appaloosa Management and Egerton Capital UK 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 $1.75B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Cyclical | $1.75B | AMZN |
| Communication Services | $1.66B | GOOG |
| Technology | $1.56B | NVDA, UBER |
| Utilities | $380.99M | VST |
Consensus Smart Money Signals
Shared holdings between Appaloosa Management and Egerton Capital UK 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 ($1.75B combined).
- Highest average portfolio weight in overlap: AMZN (12.0% conviction score).
- Largest estimated mark-to-market gain since filing: AMZN ($392.28M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 4 shared holdings ($4.39B combined reported value).
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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