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Portfolio overlap · pairwise 13F intersection

Chase Coleman · Chuck Akre
what they both own

Both Chase Coleman (Tiger Global Management) and Chuck Akre (Akre Capital Management) hold 3 of the same stocks per their latest 13F filings — a Jaccard overlap of 7.0% across portfolios of 29 and 17 positions. Combined position weight in shared names: 25.8% of each investor's portfolio capacity.

3
Shared tickers
7.0%
Jaccard overlap
25.8%
Joint conviction

Shared positions, ranked by joint conviction

Joint conviction = Chase Coleman's portfolio weight + Chuck Akre'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).

TickerColemanAkreJointConvictionScore
BN4.9%11.2%16.1%0
CSGP0.3%6.8%7.1%0
NOW0.7%1.9%2.6%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.