Overlap · who thinks alike

Which superinvestors own the same stocks?

Across 435 possible manager pairs, 192 share at least one top holding. Ranked by shared-holding count, then by joint weight in both portfolios.

Dataroma lets you browse one manager at a time. HoldLens overlap surfaces the consensus lattice — if two independent managers with different philosophies both pile into the same name, that's a stronger signal than either holding alone.

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192

Overlapping pairs

Max shared holdings

435

Total possible pairs

Top 6 · highest overlap pairs

The deepest consensus

Lee Ainslie×John Armitage

5 shared·83% Jaccard·17.4% joint weight

Maverick Capital · q8×Egerton Capital · q9

NVDA3.1% / 6.4%+1 NFLX3.4% / 3.9%−1 META2.9% / 7.2%−2 MSFT3.8% / 8.9%−17 GOOGL4.2% / 6.8%−27

Chris Hohn×François Rochon

4 shared·44% Jaccard·29.9% joint weight

TCI Fund Management · q9×Giverny Capital · q9

MCO9.4% / 5.5%+14 META8.2% / 6.2%−2 V11.8% / 9.8%−14 GOOGL14.6% / 8.4%−27

David Tepper×Chase Coleman

4 shared·40% Jaccard·29.9% joint weight

Appaloosa Management · q9×Tiger Global Management · q8

NVDA10.2% / 7.1%+1 META9.1% / 13.4%−2 MSFT5.9% / 10.7%−17 GOOGL7.8% / 8.2%−27

Chuck Akre×François Rochon

4 shared·50% Jaccard·29.6% joint weight

Akre Capital Management · q9×Giverny Capital · q9

MCO13.4% / 5.5%+14 MA17.8% / 11.2%−1 META3.1% / 6.2%−2 V14.2% / 9.8%−14

Chris Hohn×Polen Capital

4 shared·44% Jaccard·29.4% joint weight

TCI Fund Management · q9×Polen Capital Management · q8

META8.2% / 4.1%−2 V11.8% / 7.8%−14 MSFT13.1% / 9.4%−17 GOOGL14.6% / 8.1%−27

Chase Coleman×John Armitage

4 shared·44% Jaccard·29.3% joint weight

Tiger Global Management · q8×Egerton Capital · q9

NVDA7.1% / 6.4%+1 META13.4% / 7.2%−2 MSFT10.7% / 8.9%−17 GOOGL8.2% / 6.8%−27

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Full list · 192 overlapping pairs

Every overlap, sorted by shared count

#	Manager A	Manager B	Shared	Jaccard	Joint wt	Top shared
1	Lee Ainslie q8	John Armitage q9	5	83%	17.4%	NVDANFLXMETA+2
2	Chris Hohn q9	François Rochon q9	4	44%	29.9%	MCOMETAV+1
3	David Tepper q9	Chase Coleman q8	4	40%	29.9%	NVDAMETAMSFT+1
4	Chuck Akre q9	François Rochon q9	4	50%	29.6%	MCOMAMETA+1
5	Chris Hohn q9	Polen Capital q8	4	44%	29.4%	METAVMSFT+1
6	Chase Coleman q8	John Armitage q9	4	44%	29.3%	NVDAMETAMSFT+1
7	David Tepper q9	John Armitage q9	4	44%	26.3%	NVDAMETAMSFT+1
8	Polen Capital q8	François Rochon q9	4	50%	25.6%	MAMETAV+1
9	Terry Smith q9	Polen Capital q8	4	50%	24.5%	MAMETAV+1
10	Stephen Mandel q9	David Tepper q9	4	50%	23.8%	NVDAMETAAMZN+1
11	Andreas Halvorsen q8	Terry Smith q9	4	50%	20.3%	MAMETAV+1
12	Andreas Halvorsen q8	Polen Capital q8	4	50%	18.4%	MAMETAV+1
13	Lee Ainslie q8	David Tepper q9	4	50%	14.0%	NVDAMETAMSFT+1
14	Lee Ainslie q8	Chase Coleman q8	4	50%	14.0%	NVDAMETAMSFT+1
15	Chuck Akre q9	Dev Kantesaria q9	3	33%	37.4%	MCOMAV
16	Chris Hohn q9	Chase Coleman q8	3	27%	27.1%	METAMSFTGOOGL
17	François Rochon q9	Dev Kantesaria q9	3	33%	26.5%	MCOMAV
18	Chris Hohn q9	Chuck Akre q9	3	30%	24.3%	MCOMETAV
19	Chris Hohn q9	Terry Smith q9	3	30%	23.1%	METAVMSFT
20	Chris Hohn q9	John Armitage q9	3	30%	22.9%	METAMSFTGOOGL
21	Chris Hohn q9	David Tepper q9	3	27%	21.9%	METAMSFTGOOGL
22	David Tepper q9	Tom Slater q8	3	30%	21.7%	NVDAMETAAMZN
23	Polen Capital q8	Chase Coleman q8	3	30%	21.6%	METAMSFTGOOGL
24	Terry Smith q9	François Rochon q9	3	33%	21.4%	MAMETAV
25	Chris Hohn q9	William von Mueffling q8	3	30%	20.3%	MCOVMSFT
26	Polen Capital q8	John Armitage q9	3	33%	19.8%	METAMSFTGOOGL
27	Stephen Mandel q9	John Armitage q9	3	38%	19.3%	NVDAMETAMSFT
28	Stephen Mandel q9	Chase Coleman q8	3	33%	19.3%	NVDAMETAMSFT
29	Chuck Akre q9	Terry Smith q9	3	33%	18.3%	MAMETAV
30	Stephen Mandel q9	Tom Slater q8	3	38%	17.9%	NVDAMETAAMZN
31	Chase Coleman q8	Tom Slater q8	3	30%	17.9%	NVDAMETAMELI
32	Polen Capital q8	David Tepper q9	3	30%	17.8%	METAMSFTGOOGL
33	Andreas Halvorsen q8	David Tepper q9	3	30%	17.4%	NVDAMETAMSFT
34	Andreas Halvorsen q8	John Armitage q9	3	33%	17.4%	NVDAMETAMSFT
35	Andreas Halvorsen q8	Chase Coleman q8	3	30%	17.4%	NVDAMETAMSFT
36	Andreas Halvorsen q8	Chris Hohn q9	3	30%	17.0%	METAVMSFT
37	Chuck Akre q9	Polen Capital q8	3	33%	16.5%	MAMETAV
38	François Rochon q9	William von Mueffling q8	3	33%	16.5%	MCOCSU.TOV
39	Andreas Halvorsen q8	Stephen Mandel q9	3	38%	16.3%	NVDAMETAMSFT
40	Andreas Halvorsen q8	François Rochon q9	3	33%	15.7%	MAMETAV
41	Andreas Halvorsen q8	Chuck Akre q9	3	33%	12.6%	MAMETAV
42	Chris Hohn q9	Lee Ainslie q8	3	33%	10.9%	METAMSFTGOOGL
43	Lee Ainslie q8	Polen Capital q8	3	38%	10.9%	METAMSFTGOOGL
44	Joel Greenblatt q8	Chris Hohn q9	3	30%	10.3%	METAMSFTGOOGL
45	Joel Greenblatt q8	David Tepper q9	3	30%	10.3%	METAMSFTGOOGL
46	Joel Greenblatt q8	John Armitage q9	3	33%	10.3%	METAMSFTGOOGL
47	Joel Greenblatt q8	Polen Capital q8	3	33%	10.3%	METAMSFTGOOGL
48	Joel Greenblatt q8	Chase Coleman q8	3	30%	10.3%	METAMSFTGOOGL
49	Stephen Mandel q9	Lee Ainslie q8	3	43%	9.8%	NVDAMETAMSFT
50	Andreas Halvorsen q8	Lee Ainslie q8	3	38%	9.8%	NVDAMETAMSFT
51	Joel Greenblatt q8	Andreas Halvorsen q8	3	33%	9.8%	METAMSFTUNH
52	Joel Greenblatt q8	Lee Ainslie q8	3	38%	9.7%	METAMSFTGOOGL
53	Glenn Greenberg q7	Dev Kantesaria q9	2	20%	23.6%	MCOV
54	Glenn Greenberg q7	Chuck Akre q9	2	20%	22.8%	MCOV
55	Chris Hohn q9	Dev Kantesaria q9	2	18%	21.2%	MCOV
56	Li Lu q8	Mohnish Pabrai q6	2	25%	19.4%	BABAGOOG
57	Glenn Greenberg q7	Chris Hohn q9	2	18%	18.8%	MCOV
58	Terry Smith q9	Chase Coleman q8	2	18%	17.2%	METAMSFT
59	Stanley Druckenmiller q9	Chase Coleman q8	2	20%	16.2%	NVDAMSFT
60	Stanley Druckenmiller q9	David Tepper q9	2	20%	16.1%	NVDAMSFT
61	Terry Smith q9	John Armitage q9	2	20%	15.4%	METAMSFT
62	Stanley Druckenmiller q9	John Armitage q9	2	22%	15.3%	NVDAMSFT
63	Terry Smith q9	Dev Kantesaria q9	2	20%	15.2%	MAV
64	Glenn Greenberg q7	François Rochon q9	2	20%	14.9%	MCOV
65	Li Lu q8	David Tepper q9	2	20%	14.5%	BABAMETA
66	Chase Coleman q8	François Rochon q9	2	18%	14.4%	METAGOOGL
67	David Rolfe q9	Dev Kantesaria q9	2	20%	14.3%	FICOV
68	Li Lu q8	David Rolfe q9	2	22%	14.3%	GOOGBRK.B
69	Chris Hohn q9	Stephen Mandel q9	2	20%	14.2%	METAMSFT
70	Stephen Mandel q9	Terry Smith q9	2	22%	14.2%	METAMSFT
71	David Tepper q9	François Rochon q9	2	18%	14.0%	METAGOOGL
72	Polen Capital q8	William von Mueffling q8	2	20%	13.9%	VMSFT
73	Polen Capital q8	Dev Kantesaria q9	2	20%	13.4%	MAV
74	Terry Smith q9	William von Mueffling q8	2	20%	13.2%	VMSFT
75	John Armitage q9	François Rochon q9	2	20%	13.0%	METAGOOGL
76	Stanley Druckenmiller q9	Stephen Mandel q9	2	25%	12.9%	NVDAMSFT
77	Chuck Akre q9	William von Mueffling q8	2	20%	12.5%	MCOV
78	Dev Kantesaria q9	William von Mueffling q8	2	20%	12.5%	MCOV
79	Glenn Greenberg q7	William von Mueffling q8	2	20%	12.5%	MCOV
80	Terry Smith q9	David Tepper q9	2	18%	12.4%	METAMSFT
81	John Armitage q9	Tom Slater q8	2	20%	12.3%	NVDAMETA
82	Andreas Halvorsen q8	Tom Slater q8	2	20%	12.1%	NVDAMETA
83	Stephen Mandel q9	Polen Capital q8	2	22%	11.9%	METAMSFT
84	Stanley Druckenmiller q9	Andreas Halvorsen q8	2	22%	11.0%	NVDAMSFT
85	Andreas Halvorsen q8	William von Mueffling q8	2	20%	10.6%	VMSFT
86	Andreas Halvorsen q8	Dev Kantesaria q9	2	20%	9.5%	MAV
87	Bill Nygren q7	John Armitage q9	2	20%	8.5%	NFLXGOOGL
88	Bill Nygren q7	Lee Ainslie q8	2	22%	7.6%	NFLXGOOGL
89	Joel Greenblatt q8	Stephen Mandel q9	2	22%	7.3%	METAMSFT
90	Joel Greenblatt q8	Terry Smith q9	2	20%	7.3%	METAMSFT
91	Lee Ainslie q8	François Rochon q9	2	22%	7.1%	METAGOOGL
92	Stanley Druckenmiller q9	Lee Ainslie q8	2	25%	6.9%	NVDAMSFT
93	Lee Ainslie q8	Terry Smith q9	2	22%	6.7%	METAMSFT
94	Joel Greenblatt q8	François Rochon q9	2	20%	6.2%	METAGOOGL
95	Lee Ainslie q8	Tom Slater q8	2	22%	6.0%	NVDAMETA
96	Michael Burry q7	Mohnish Pabrai q6	1	11%	18.4%	BABA
97	Li Lu q8	Chase Coleman q8	1	9%	11.8%	META
98	Bill Ackman q8	Li Lu q8	1	8%	11.7%	GOOG
99	Warren Buffett q10	Li Lu q8	1	7%	11.2%	BAC
100	Warren Buffett q10	David Rolfe q9	1	7%	10.2%	AAPL

How overlap is computed

Three numbers per pair

1. Shared count. The primary ranking. How many tickers appear in both managers’ top-holdings lists. A higher count means deeper consensus.
2. Jaccard overlap. Shared / union. A correction for portfolio breadth — two managers with 20 holdings each sharing 5 is a 14% Jaccard; two managers with 10 holdings each sharing 5 is 33%. Penalizes the “big book wins by default” effect.
3. Joint weight. For every shared ticker, take the smaller of the two managers’ position weights and sum. This tells you how much of both portfolios the shared book actually represents — the depth of the shared conviction, not just the breadth.

Pair cards in the top section show every shared ticker with both managers’ position sizes and the live ConvictionScore. Click through to the signal page for the shared thesis — these are the names with cross-philosophy conviction.

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Not investment advice. Top holdings are the curated top 10-20 per manager; some minor positions are not scored. Methodology.

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

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The Intelligent Investor

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