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 & Hillman Value Fund Portfolio Overlap
Shared 13F holdings between Appaloosa Management and Hillman Value Fund based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
17
Minimal overlap
Shared Holdings
3 shared positions across both portfolios (23 holdings for Appaloosa Management, 53 for Hillman Value Fund).
| Stock | Appaloosa Management value | Hillman Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufactur | $787.99M | $2.68M | $790.67M | 6.4% | $705.87M | Technology |
| GOOG Alphabet Inc. | $653.66M | $363,930 | $654.02M | 4.6% | $635.90M | Communication Services |
| BA Boeing Company (The) | $173.18M | $4.67M | $177.85M | 2.9% | $190.33M | Industrials |
Largest Shared Position
Taiwan Semiconductor Manufactur (TSM) represents the largest overlapping position between Appaloosa Management and Hillman Value Fund based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of TSM positions reported by both investment firms is approximately $790.67M, reflecting overlapping institutional exposure to Taiwan Semiconductor Manufactur.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $790.67M | TSM |
| Communication Services | $654.02M | GOOG |
| Industrials | $177.85M | BA |
Consensus Smart Money Signals
Shared holdings between Appaloosa Management and Hillman 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: TSM ($790.67M combined).
- Highest average portfolio weight in overlap: TSM (6.4% conviction score).
- Largest estimated mark-to-market gain since filing: BA ($12.49M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Appaloosa Management and Hillman Value Fund decreased between Q1 2001 and Q2 2001, with 3 shared holdings in the latest period ($1.62B combined reported value) versus 5 in the prior period ($1.08B).
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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