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 & Lone Pine Capital Portfolio Overlap
Shared 13F holdings between Appaloosa Management and Lone Pine Capital based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
17
Minimal overlap
Shared Holdings
4 shared positions across both portfolios (31 holdings for Appaloosa Management, 35 for Lone Pine Capital).
| Stock | Appaloosa Management value | Lone Pine Capital value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| VST Vistra Corp. | $304.02M | $930.18M | $1.23B | 6.4% | $1.30B | Utilities |
| ASML ASML | $65.38M | $865.34M | $930.72M | 4.2% | $1.32B | — |
| TSM Taiwan Semiconductor Manufactur | $448.63M | $469.59M | $918.22M | 5.7% | $1.17B | Technology |
| GLW Corning Incorporated | $153.58M | $505.56M | $659.13M | 3.4% | $850.28M | Technology |
Largest Shared Position
Vistra Corp. (VST) represents the largest overlapping position between Appaloosa Management and Lone Pine Capital based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of VST positions reported by both investment firms is approximately $1.23B, reflecting overlapping institutional exposure to Vistra Corp..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.58B | GLW, TSM |
| Utilities | $1.23B | VST |
| Other | $930.72M | ASML |
Consensus Smart Money Signals
Shared holdings between Appaloosa Management and Lone Pine Capital 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: VST ($1.23B combined).
- Highest average portfolio weight in overlap: VST (6.4% conviction score).
- Largest estimated mark-to-market gain since filing: ASML ($385.44M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Appaloosa Management and Lone Pine Capital decreased between Q4 2001 and Q1 2001, with 4 shared holdings in the latest period ($3.74B combined reported value) versus 5 in the prior period ($4.88B).
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 |
Related Overlap Pages
- Appaloosa Management portfolio
- Lone Pine Capital portfolio
- Situational Awareness Partners & Aquamarine Zurich AG Shared Holdings
- Situational Awareness Partners & TCI Fund Management Shared Holdings
- Situational Awareness Partners & Polen Capital Management Shared Holdings
- Situational Awareness Partners & Dodge & Cox Stock Fund Shared Holdings
- Situational Awareness Partners & Trian Fund Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings