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 & Lountzis Asset Management Portfolio Overlap
Shared 13F holdings between Appaloosa Management and Lountzis Asset Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
44
Limited overlap
Shared Holdings
5 shared positions across both portfolios (23 holdings for Appaloosa Management, 54 for Lountzis Asset Management).
| Stock | Appaloosa Management value | Lountzis Asset Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MU Micron Technology, Inc. | $1.13B | $262,023 | $1.13B | 7.7% | $947.59M | Technology |
| TSM Taiwan Semiconductor Manufactur | $787.99M | $237,247 | $788.23M | 5.4% | $703.69M | Technology |
| GOOG Alphabet Inc. | $653.66M | $1.93M | $655.59M | 4.8% | $637.43M | Communication Services |
| META Meta Platforms, Inc. | $380.22M | $419,651 | $380.64M | 2.7% | $398.59M | Communication Services |
| NVDA NVIDIA Corporation | $305.14M | $1.26M | $306.40M | 2.3% | $344.79M | Technology |
Largest Shared Position
Micron Technology, Inc. (MU) represents the largest overlapping position between Appaloosa Management and Lountzis Asset Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of MU positions reported by both investment firms is approximately $1.13B, reflecting overlapping institutional exposure to Micron Technology, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $2.22B | MU, NVDA, TSM |
| Communication Services | $1.04B | GOOG, META |
Consensus Smart Money Signals
Shared holdings between Appaloosa Management and Lountzis Asset 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: MU ($1.13B combined).
- Highest average portfolio weight in overlap: MU (7.7% conviction score).
- Largest estimated mark-to-market gain since filing: NVDA ($38.39M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Appaloosa Management and Lountzis Asset Management increased between Q1 2001 and Q2 2001, with 5 shared holdings in the latest period ($3.26B combined reported value) versus 4 in the prior period ($809.84M).
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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