Andreas Halvorsen · Joel Greenblatt
what they both own
Both Andreas Halvorsen (Viking Global Investors) and Joel Greenblatt (Gotham Asset Management) hold 23 of the same stocks per their latest 13F filings — a Jaccard overlap of 10.2% across portfolios of 37 and 212 positions. Combined position weight in shared names: 53.0% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Andreas Halvorsen's portfolio weight + Joel Greenblatt'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 | Greenblatt | Joint | ConvictionScore |
|---|---|---|---|---|
| V | 5.4% | 0.2% | 5.6% | 0 |
| AAPL | 2.6% | 1.7% | 4.3% | 0 |
| MSFT | 2.4% | 1.7% | 4.1% | 0 |
| DHR | 3.6% | 0.4% | 4.0% | 0 |
| SCHW | 3.9% | 0.1% | 4.0% | 0 |
| TSLA | 2.6% | 0.4% | 3.0% | 0 |
| GOOGL | 1.9% | 0.7% | 2.6% | 0 |
| JPM | 2.2% | 0.2% | 2.4% | 0 |
| FEDEX | 1.9% | 0.5% | 2.4% | 0 |
| GM | 1.9% | 0.5% | 2.4% | 0 |
| META | 1.7% | 0.5% | 2.2% | 0 |
| ICE | 2.1% | 0.1% | 2.2% | 0 |
| TMUS | 1.7% | 0.3% | 2.0% | 0 |
| CB | 1.2% | 0.6% | 1.8% | 0 |
| AMZN | 0.7% | 0.9% | 1.6% | 0 |
| ATI | 1.4% | 0.1% | 1.5% | 0 |
| HCA | 1.4% | 0.1% | 1.5% | 0 |
| BMRN | 1.1% | 0.2% | 1.3% | 0 |
| COF | 0.8% | 0.3% | 1.1% | 0 |
| PGR | 0.9% | 0.2% | 1.1% | 0 |
| AON | 1.0% | 0.1% | 1.1% | 0 |
| LULU | 0.4% | 0.1% | 0.5% | 0 |
| EW | 0.2% | 0.1% | 0.3% | 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.