Chase Coleman · Joel Greenblatt
what they both own
Both Chase Coleman (Tiger Global Management) and Joel Greenblatt (Gotham Asset Management) hold 17 of the same stocks per their latest 13F filings — a Jaccard overlap of 7.6% across portfolios of 29 and 212 positions. Combined position weight in shared names: 75.5% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Chase Coleman'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 | Coleman | Greenblatt | Joint | ConvictionScore |
|---|---|---|---|---|
| GOOGL | 13.4% | 0.7% | 14.1% | 0 |
| NVDA | 9.2% | 2.5% | 11.7% | 0 |
| AMZN | 9.1% | 0.9% | 10.0% | 0 |
| META | 7.7% | 0.5% | 8.2% | 0 |
| BN | 4.9% | 0.9% | 5.8% | 0 |
| MSFT | 4.1% | 1.7% | 5.8% | 0 |
| GEV | 3.7% | 0.6% | 4.3% | 0 |
| LRCX | 3.6% | 0.3% | 3.9% | 0 |
| AMAT | 2.5% | 0.1% | 2.6% | 0 |
| CPAY | 2.2% | 0.1% | 2.3% | 0 |
| TTWO | 1.7% | 0.2% | 1.9% | 0 |
| NFLX | 1.0% | 0.1% | 1.1% | 0 |
| ZS | 1.0% | 0.1% | 1.1% | 0 |
| NOW | 0.7% | 0.3% | 1.0% | 0 |
| PCOR | 0.6% | 0.1% | 0.7% | 0 |
| INTC | 0.3% | 0.2% | 0.5% | 0 |
| UNH | 0.4% | 0.1% | 0.5% | 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.