Chase Coleman · David Tepper
what they both own
Both Chase Coleman (Tiger Global Management) and David Tepper (Appaloosa Management) hold 7 of the same stocks per their latest 13F filings — a Jaccard overlap of 15.9% across portfolios of 29 and 22 positions. Combined position weight in shared names: 76.0% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Chase Coleman's portfolio weight + David Tepper'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 | Coleman | Tepper | Joint | ConvictionScore |
|---|---|---|---|---|
| AMZN | 9.1% | 15.2% | 24.3% | 0 |
| TSM | 8.2% | 7.6% | 15.8% | 0 |
| NVDA | 9.2% | 4.3% | 13.5% | 0 |
| META | 7.7% | 4.2% | 11.9% | 0 |
| LRCX | 3.6% | 1.4% | 5.0% | 0 |
| MSFT | 4.1% | 0.6% | 4.7% | 0 |
| UNH | 0.4% | 0.4% | 0.8% | 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.