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Portfolio overlap · pairwise 13F intersection

Andreas Halvorsen · Bill Nygren
what they both own

Both Andreas Halvorsen (Viking Global Investors) and Bill Nygren (Oakmark Funds) hold 9 of the same stocks per their latest 13F filings — a Jaccard overlap of 11.8% across portfolios of 37 and 48 positions. Combined position weight in shared names: 34.0% of each investor's portfolio capacity.

9
Shared tickers
11.8%
Jaccard overlap
34.0%
Joint conviction

Shared positions, ranked by joint conviction

Joint conviction = Andreas Halvorsen's portfolio weight + Bill Nygren'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).

TickerHalvorsenNygrenJointConvictionScore
SCHW3.9%2.7%6.6%0
V5.4%0.3%5.7%0
ICE2.1%3.4%5.5%0
GOOGL1.9%3.2%5.1%0
COF0.8%2.5%3.3%0
GM1.9%1.3%3.2%0
AMZN0.7%1.3%2.0%0
HCA1.4%0.1%1.5%0
WAT1.0%0.1%1.1%0

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.