Joel Greenblatt · Li Lu
what they both own
Both Joel Greenblatt (Gotham Asset Management) and Li Lu (Himalaya Capital) hold 5 of the same stocks per their latest 13F filings — a Jaccard overlap of 1.0% across portfolios of 501 and 8 positions. Combined position weight in shared names: 84.6% of each investor's portfolio capacity.
At 1.0% Jaccard, Joel Greenblatt and Li Lu run largely independent books — they intersect on only 5 names. Those 5 shared names carry 84.6% of combined portfolio weight, so the overlap is concentrated in high-conviction positions for both managers. The name both size most heavily by joint weight is GOOGL.
Jaccard = shared tickers ÷ all distinct tickers across both books (long positions only; 13F excludes shorts, most options, and sub-threshold stakes). Descriptive overlap measure, not investment advice.
Shared positions, ranked by joint conviction
Joint conviction = Joel Greenblatt's portfolio weight + Li Lu's portfolio weight. A stock that both investors size heavily ranks higher than one both hold marginally. Position weight reflects each investor's most recent 13F filing (45-day SEC lag applies; filings can be 1-3 months old).
| Ticker | Greenblatt | Lu | Joint | ConvictionScore |
|---|---|---|---|---|
| GOOGL | 0.7% | 24.5% | 25.2% | −27 |
| GOOG | 0.8% | 23.4% | 24.2% | +2 |
| PDD | 0.5% | 22.2% | 22.7% | −12 |
| EWBC | 0.1% | 9.7% | 9.8% | −5 |
| AAPL | 1.8% | 0.9% | 2.7% | −21 |
Compare individually
Data note. Position percentages are derived from each investor's most recent SEC Form 13F filing (45-day lag), filtered to disclosed long positions only. 13F filings exclude short positions, options (mostly), foreign-domiciled holdings, and positions below the reporting threshold. Joint conviction is a descriptive sum, not a recommendation. Per HoldLens compliance: this page is factual portfolio comparison, not investment advice. Always verify against the source filing before acting.
Frequently asked questions
How many stocks do Joel Greenblatt and Li Lu both hold?
Both Joel Greenblatt (Gotham Asset Management) and Li Lu (Himalaya Capital) hold 5 of the same stocks per their latest SEC Form 13F filings — a Jaccard overlap of 1.0% across portfolios of 501 and 8 positions.
What is the biggest shared position between Joel Greenblatt and Li Lu?
Highest joint-conviction shared position: GOOGL. Joint conviction is the sum of each investor's portfolio weight in the same stock. The complete ranked list (top 25) is in the table below; full data sourced from each fund's latest 13F filing (45-day SEC lag applies).
What is the Jaccard overlap between Joel Greenblatt and Li Lu?
1.0% — the Jaccard coefficient between Gotham Asset Management's and Himalaya Capital's tracked long positions. Calculated as |A ∩ B| / |A ∪ B| over shared tickers. Higher means more portfolio convergence; 0% means no shared names.
What is "joint conviction" on HoldLens?
Joint conviction is the sum of Joel Greenblatt's and Li Lu's respective portfolio weights in a shared stock. 84.6% is the combined weight across all shared names — a descriptive measure of how much portfolio capacity both managers concentrate in overlapping positions, not a recommendation.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.