Andreas Halvorsen · David Rolfe
what they both own
Both Andreas Halvorsen (Viking Global Investors) and David Rolfe (Wedgewood Partners) hold 10 of the same stocks per their latest 13F filings — a Jaccard overlap of 22.2% across portfolios of 37 and 18 positions. Combined position weight in shared names: 80.9% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Andreas Halvorsen's portfolio weight + David Rolfe'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 | Halvorsen | Rolfe | Joint | ConvictionScore |
|---|---|---|---|---|
| TSM | 4.2% | 9.3% | 13.5% | 0 |
| GOOGL | 1.9% | 9.5% | 11.4% | 0 |
| V | 5.4% | 5.3% | 10.7% | 0 |
| AAPL | 2.6% | 7.3% | 9.9% | 0 |
| META | 1.7% | 8.0% | 9.7% | 0 |
| MSFT | 2.4% | 5.8% | 8.2% | 0 |
| AMZN | 0.7% | 4.4% | 5.1% | 0 |
| CB | 1.2% | 3.7% | 4.9% | 0 |
| PGR | 0.9% | 3.5% | 4.4% | 0 |
| EW | 0.2% | 2.9% | 3.1% | 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.