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 & AltaRock Partners Portfolio Overlap

Shared 13F holdings between Appaloosa Management and AltaRock Partners based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

28

Limited overlap

Shared Holdings

2 shared positions across both portfolios (31 holdings for Appaloosa Management, 8 for AltaRock Partners).

StockAppaloosa Management valueAltaRock Partners valueCombined valueConvictionEst. current valueSector
AMZN

Amazon.com, Inc.

$899.73M$1.58B$2.48B26.7%$3.14BConsumer Cyclical
MSFT

Microsoft Corporation

$33.32M$691.31M$724.62M8.7%$825.92MTechnology

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between Appaloosa Management and AltaRock Partners based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $2.48B, reflecting overlapping institutional exposure to Amazon.com, Inc..

Shared Sector Exposure

SectorCombined valueShared holdings
Consumer Cyclical$2.48BAMZN
Technology$724.62MMSFT

Consensus Smart Money Signals

Shared holdings between Appaloosa Management and AltaRock Partners 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 ($2.48B combined).
  • Highest average portfolio weight in overlap: AMZN (26.7% conviction score).
  • Largest estimated mark-to-market gain since filing: AMZN ($664.18M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Appaloosa Management and AltaRock Partners was unchanged between Q4 2001 and Q1 2001, with 2 shared holdings in the latest period ($3.20B combined reported value) versus 2 in the prior period ($3.44B).

Overlap Score Guide

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

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