Overlap · who thinks alike

Which superinvestors own the same stocks?

Across 435 possible manager pairs, 192 share at least one top holding. Ranked by shared-holding count, then by joint weight in both portfolios.

Dataroma lets you browse one manager at a time. HoldLens overlap surfaces the consensus lattice — if two independent managers with different philosophies both pile into the same name, that's a stronger signal than either holding alone.

192

Overlapping pairs

Max shared holdings

435

Total possible pairs

Top 6 · highest overlap pairs

The deepest consensus

Lee Ainslie×John Armitage

5 shared·83% Jaccard·17.4% joint weight

Maverick Capital · q8×Egerton Capital · q9

NVDA3.1% / 6.4%+19 NFLX3.4% / 3.9%+6 MSFT3.8% / 8.9%+6 META2.9% / 7.2%+5 GOOGL4.2% / 6.8%−9

Chris Hohn×François Rochon

4 shared·44% Jaccard·29.9% joint weight

TCI Fund Management · q9×Giverny Capital · q9

MCO9.4% / 5.5%+15 V11.8% / 9.8%+8 META8.2% / 6.2%+5 GOOGL14.6% / 8.4%−9

David Tepper×Chase Coleman

4 shared·40% Jaccard·29.9% joint weight

Appaloosa Management · q9×Tiger Global Management · q8

NVDA10.2% / 7.1%+19 MSFT5.9% / 10.7%+6 META9.1% / 13.4%+5 GOOGL7.8% / 8.2%−9

Chuck Akre×François Rochon

4 shared·50% Jaccard·29.6% joint weight

Akre Capital Management · q9×Giverny Capital · q9

MA17.8% / 11.2%+17 MCO13.4% / 5.5%+15 V14.2% / 9.8%+8 META3.1% / 6.2%+5

Chris Hohn×Polen Capital

4 shared·44% Jaccard·29.4% joint weight

TCI Fund Management · q9×Polen Capital Management · q8

V11.8% / 7.8%+8 MSFT13.1% / 9.4%+6 META8.2% / 4.1%+5 GOOGL14.6% / 8.1%−9

Chase Coleman×John Armitage

4 shared·44% Jaccard·29.3% joint weight

Tiger Global Management · q8×Egerton Capital · q9

NVDA7.1% / 6.4%+19 MSFT10.7% / 8.9%+6 META13.4% / 7.2%+5 GOOGL8.2% / 6.8%−9

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Full list · 192 overlapping pairs

Every overlap, sorted by shared count

#	Manager A	Manager B	Shared	Jaccard	Joint wt	Top shared
1	Lee Ainslie q8	John Armitage q9	5	83%	17.4%	NVDANFLXMSFT+2
2	Chris Hohn q9	François Rochon q9	4	44%	29.9%	MCOVMETA+1
3	David Tepper q9	Chase Coleman q8	4	40%	29.9%	NVDAMSFTMETA+1
4	Chuck Akre q9	François Rochon q9	4	50%	29.6%	MAMCOV+1
5	Chris Hohn q9	Polen Capital q8	4	44%	29.4%	VMSFTMETA+1
6	Chase Coleman q8	John Armitage q9	4	44%	29.3%	NVDAMSFTMETA+1
7	David Tepper q9	John Armitage q9	4	44%	26.3%	NVDAMSFTMETA+1
8	Polen Capital q8	François Rochon q9	4	50%	25.6%	MAVMETA+1
9	Terry Smith q9	Polen Capital q8	4	50%	24.5%	MAVMSFT+1
10	Stephen Mandel q9	David Tepper q9	4	50%	23.8%	NVDAMSFTAMZN+1
11	Andreas Halvorsen q8	Terry Smith q9	4	50%	20.3%	MAVMSFT+1
12	Andreas Halvorsen q8	Polen Capital q8	4	50%	18.4%	MAVMSFT+1
13	Lee Ainslie q8	David Tepper q9	4	50%	14.0%	NVDAMSFTMETA+1
14	Lee Ainslie q8	Chase Coleman q8	4	50%	14.0%	NVDAMSFTMETA+1
15	Chuck Akre q9	Dev Kantesaria q9	3	33%	37.4%	MAMCOV
16	Chris Hohn q9	Chase Coleman q8	3	27%	27.1%	MSFTMETAGOOGL
17	François Rochon q9	Dev Kantesaria q9	3	33%	26.5%	MAMCOV
18	Chris Hohn q9	Chuck Akre q9	3	30%	24.3%	MCOVMETA
19	Chris Hohn q9	Terry Smith q9	3	30%	23.1%	VMSFTMETA
20	Chris Hohn q9	John Armitage q9	3	30%	22.9%	MSFTMETAGOOGL
21	Chris Hohn q9	David Tepper q9	3	27%	21.9%	MSFTMETAGOOGL
22	David Tepper q9	Tom Slater q8	3	30%	21.7%	NVDAAMZNMETA
23	Polen Capital q8	Chase Coleman q8	3	30%	21.6%	MSFTMETAGOOGL
24	Terry Smith q9	François Rochon q9	3	33%	21.4%	MAVMETA
25	Chris Hohn q9	William von Mueffling q8	3	30%	20.3%	MCOVMSFT
26	Polen Capital q8	John Armitage q9	3	33%	19.8%	MSFTMETAGOOGL
27	Stephen Mandel q9	John Armitage q9	3	38%	19.3%	NVDAMSFTMETA
28	Stephen Mandel q9	Chase Coleman q8	3	33%	19.3%	NVDAMSFTMETA
29	Chuck Akre q9	Terry Smith q9	3	33%	18.3%	MAVMETA
30	Stephen Mandel q9	Tom Slater q8	3	38%	17.9%	NVDAAMZNMETA
31	Chase Coleman q8	Tom Slater q8	3	30%	17.9%	NVDAMELIMETA
32	Polen Capital q8	David Tepper q9	3	30%	17.8%	MSFTMETAGOOGL
33	Andreas Halvorsen q8	David Tepper q9	3	30%	17.4%	NVDAMSFTMETA
34	Andreas Halvorsen q8	John Armitage q9	3	33%	17.4%	NVDAMSFTMETA
35	Andreas Halvorsen q8	Chase Coleman q8	3	30%	17.4%	NVDAMSFTMETA
36	Andreas Halvorsen q8	Chris Hohn q9	3	30%	17.0%	VMSFTMETA
37	Chuck Akre q9	Polen Capital q8	3	33%	16.5%	MAVMETA
38	François Rochon q9	William von Mueffling q8	3	33%	16.5%	MCOVCSU.TO
39	Andreas Halvorsen q8	Stephen Mandel q9	3	38%	16.3%	NVDAMSFTMETA
40	Andreas Halvorsen q8	François Rochon q9	3	33%	15.7%	MAVMETA
41	Andreas Halvorsen q8	Chuck Akre q9	3	33%	12.6%	MAVMETA
42	Chris Hohn q9	Lee Ainslie q8	3	33%	10.9%	MSFTMETAGOOGL
43	Lee Ainslie q8	Polen Capital q8	3	38%	10.9%	MSFTMETAGOOGL
44	Joel Greenblatt q8	Chris Hohn q9	3	30%	10.3%	MSFTMETAGOOGL
45	Joel Greenblatt q8	David Tepper q9	3	30%	10.3%	MSFTMETAGOOGL
46	Joel Greenblatt q8	John Armitage q9	3	33%	10.3%	MSFTMETAGOOGL
47	Joel Greenblatt q8	Polen Capital q8	3	33%	10.3%	MSFTMETAGOOGL
48	Joel Greenblatt q8	Chase Coleman q8	3	30%	10.3%	MSFTMETAGOOGL
49	Stephen Mandel q9	Lee Ainslie q8	3	43%	9.8%	NVDAMSFTMETA
50	Andreas Halvorsen q8	Lee Ainslie q8	3	38%	9.8%	NVDAMSFTMETA
51	Joel Greenblatt q8	Andreas Halvorsen q8	3	33%	9.8%	UNHMSFTMETA
52	Joel Greenblatt q8	Lee Ainslie q8	3	38%	9.7%	MSFTMETAGOOGL
53	Glenn Greenberg q7	Dev Kantesaria q9	2	20%	23.6%	MCOV
54	Glenn Greenberg q7	Chuck Akre q9	2	20%	22.8%	MCOV
55	Chris Hohn q9	Dev Kantesaria q9	2	18%	21.2%	MCOV
56	Li Lu q8	Mohnish Pabrai q6	2	25%	19.4%	BABAGOOG
57	Glenn Greenberg q7	Chris Hohn q9	2	18%	18.8%	MCOV
58	Terry Smith q9	Chase Coleman q8	2	18%	17.2%	MSFTMETA
59	Stanley Druckenmiller q9	Chase Coleman q8	2	20%	16.2%	NVDAMSFT
60	Stanley Druckenmiller q9	David Tepper q9	2	20%	16.1%	NVDAMSFT
61	Terry Smith q9	John Armitage q9	2	20%	15.4%	MSFTMETA
62	Stanley Druckenmiller q9	John Armitage q9	2	22%	15.3%	NVDAMSFT
63	Terry Smith q9	Dev Kantesaria q9	2	20%	15.2%	MAV
64	Glenn Greenberg q7	François Rochon q9	2	20%	14.9%	MCOV
65	Li Lu q8	David Tepper q9	2	20%	14.5%	BABAMETA
66	Chase Coleman q8	François Rochon q9	2	18%	14.4%	METAGOOGL
67	David Rolfe q9	Dev Kantesaria q9	2	20%	14.3%	FICOV
68	Li Lu q8	David Rolfe q9	2	22%	14.3%	BRK.BGOOG
69	Chris Hohn q9	Stephen Mandel q9	2	20%	14.2%	MSFTMETA
70	Stephen Mandel q9	Terry Smith q9	2	22%	14.2%	MSFTMETA
71	David Tepper q9	François Rochon q9	2	18%	14.0%	METAGOOGL
72	Polen Capital q8	William von Mueffling q8	2	20%	13.9%	VMSFT
73	Polen Capital q8	Dev Kantesaria q9	2	20%	13.4%	MAV
74	Terry Smith q9	William von Mueffling q8	2	20%	13.2%	VMSFT
75	John Armitage q9	François Rochon q9	2	20%	13.0%	METAGOOGL
76	Stanley Druckenmiller q9	Stephen Mandel q9	2	25%	12.9%	NVDAMSFT
77	Chuck Akre q9	William von Mueffling q8	2	20%	12.5%	MCOV
78	Dev Kantesaria q9	William von Mueffling q8	2	20%	12.5%	MCOV
79	Glenn Greenberg q7	William von Mueffling q8	2	20%	12.5%	MCOV
80	Terry Smith q9	David Tepper q9	2	18%	12.4%	MSFTMETA
81	John Armitage q9	Tom Slater q8	2	20%	12.3%	NVDAMETA
82	Andreas Halvorsen q8	Tom Slater q8	2	20%	12.1%	NVDAMETA
83	Stephen Mandel q9	Polen Capital q8	2	22%	11.9%	MSFTMETA
84	Stanley Druckenmiller q9	Andreas Halvorsen q8	2	22%	11.0%	NVDAMSFT
85	Andreas Halvorsen q8	William von Mueffling q8	2	20%	10.6%	VMSFT
86	Andreas Halvorsen q8	Dev Kantesaria q9	2	20%	9.5%	MAV
87	Bill Nygren q7	John Armitage q9	2	20%	8.5%	NFLXGOOGL
88	Bill Nygren q7	Lee Ainslie q8	2	22%	7.6%	NFLXGOOGL
89	Joel Greenblatt q8	Stephen Mandel q9	2	22%	7.3%	MSFTMETA
90	Joel Greenblatt q8	Terry Smith q9	2	20%	7.3%	MSFTMETA
91	Lee Ainslie q8	François Rochon q9	2	22%	7.1%	METAGOOGL
92	Stanley Druckenmiller q9	Lee Ainslie q8	2	25%	6.9%	NVDAMSFT
93	Lee Ainslie q8	Terry Smith q9	2	22%	6.7%	MSFTMETA
94	Joel Greenblatt q8	François Rochon q9	2	20%	6.2%	METAGOOGL
95	Lee Ainslie q8	Tom Slater q8	2	22%	6.0%	NVDAMETA
96	Michael Burry q7	Mohnish Pabrai q6	1	11%	18.4%	BABA
97	Li Lu q8	Chase Coleman q8	1	9%	11.8%	META
98	Bill Ackman q8	Li Lu q8	1	8%	11.7%	GOOG
99	Warren Buffett q10	Li Lu q8	1	7%	11.2%	BAC
100	Warren Buffett q10	David Rolfe q9	1	7%	10.2%	AAPL
101	Michael Burry q7	Li Lu q8	1	11%	9.7%	BABA
102	Bill Ackman q8	Mohnish Pabrai q6	1	8%	9.7%	GOOG
103	Seth Klarman q9	Howard Marks q9	1	9%	9.6%	VST
104	Stanley Druckenmiller q9	Tom Slater q8	1	10%	9.4%	NVDA
105	David Einhorn q7	Howard Marks q9	1	9%	9.4%	GRBK
106	Stanley Druckenmiller q9	Chris Hohn q9	1	9%	9.1%	MSFT
107	Stanley Druckenmiller q9	Terry Smith q9	1	10%	9.1%	MSFT
108	Stanley Druckenmiller q9	Polen Capital q8	1	10%	9.1%	MSFT
109	Chris Hohn q9	David Rolfe q9	1	8%	8.4%	V
110	Chuck Akre q9	David Rolfe q9	1	9%	8.4%	V
111	David Rolfe q9	François Rochon q9	1	9%	8.4%	V
112	Glenn Greenberg q7	David Rolfe q9	1	9%	8.4%	V
113	Li Lu q8	Chris Hohn q9	1	9%	8.2%	META
114	Chris Hohn q9	Jeffrey Ubben q8	1	9%	8.1%	META
115	Jeffrey Ubben q8	David Tepper q9	1	9%	8.1%	META
116	Li Lu q8	Jeffrey Ubben q8	1	11%	8.1%	META
117	Jeffrey Ubben q8	Chase Coleman q8	1	9%	8.1%	META
118	Stanley Druckenmiller q9	William von Mueffling q8	1	10%	7.8%	MSFT
119	Stephen Mandel q9	William von Mueffling q8	1	10%	7.8%	MSFT
120	Polen Capital q8	David Rolfe q9	1	9%	7.8%	V
121	John Armitage q9	William von Mueffling q8	1	9%	7.8%	MSFT
122	Chase Coleman q8	William von Mueffling q8	1	8%	7.8%	MSFT
123	Glenn Greenberg q7	Polen Capital q8	1	9%	7.8%	V
124	Mohnish Pabrai q6	Prem Watsa q7	1	11%	7.4%	MU
125	Li Lu q8	John Armitage q9	1	10%	7.2%	META
126	Jeffrey Ubben q8	John Armitage q9	1	10%	7.2%	META
127	Bill Ackman q8	Chris Hohn q9	1	7%	6.8%	CP
128	Bill Ackman q8	David Rolfe q9	1	8%	6.5%	GOOG
129	Li Lu q8	Terry Smith q9	1	10%	6.5%	META
130	Jeffrey Ubben q8	Terry Smith q9	1	10%	6.5%	META
131	Mohnish Pabrai q6	David Rolfe q9	1	10%	6.5%	GOOG
132	Li Lu q8	Stephen Mandel q9	1	11%	6.4%	META
133	Jeffrey Ubben q8	Stephen Mandel q9	1	11%	6.4%	META
134	Li Lu q8	Andreas Halvorsen q8	1	10%	6.4%	META
135	Andreas Halvorsen q8	Jeffrey Ubben q8	1	10%	6.4%	META
136	Stephen Mandel q9	François Rochon q9	1	10%	6.2%	META
137	Li Lu q8	François Rochon q9	1	10%	6.2%	META
138	Jeffrey Ubben q8	François Rochon q9	1	10%	6.2%	META
139	David Rolfe q9	William von Mueffling q8	1	9%	6.1%	V
140	Chris Hohn q9	Tom Slater q8	1	8%	5.9%	META
141	Terry Smith q9	Tom Slater q8	1	9%	5.9%	META
142	David Tepper q9	William von Mueffling q8	1	8%	5.9%	MSFT
143	François Rochon q9	Tom Slater q8	1	9%	5.9%	META
144	Li Lu q8	Tom Slater q8	1	10%	5.9%	META
145	Jeffrey Ubben q8	Tom Slater q8	1	10%	5.9%	META
146	Andreas Halvorsen q8	David Rolfe q9	1	9%	5.8%	V
147	Glenn Greenberg q7	Andreas Halvorsen q8	1	9%	5.8%	V
148	Terry Smith q9	David Rolfe q9	1	9%	5.4%	V
149	Michael Burry q7	David Tepper q9	1	9%	5.4%	BABA
150	Glenn Greenberg q7	Terry Smith q9	1	9%	5.4%	V
151	Mohnish Pabrai q6	David Tepper q9	1	9%	5.4%	BABA
152	Stanley Druckenmiller q9	David Rolfe q9	1	10%	5.2%	TSM
153	Warren Buffett q10	Prem Watsa q7	1	7%	4.9%	OXY
154	Bill Nygren q7	Chris Hohn q9	1	8%	4.9%	GOOGL
155	Bill Nygren q7	David Tepper q9	1	8%	4.9%	GOOGL
156	Bill Nygren q7	François Rochon q9	1	9%	4.9%	GOOGL
157	Bill Nygren q7	Polen Capital q8	1	9%	4.9%	GOOGL
158	Bill Nygren q7	Chase Coleman q8	1	8%	4.9%	GOOGL
159	Warren Buffett q10	Carl Icahn q8	1	7%	4.8%	OXY
160	Carl Icahn q8	Prem Watsa q7	1	10%	4.8%	OXY
161	Glenn Greenberg q7	John Armitage q9	1	9%	4.7%	SCHW
162	Warren Buffett q10	Chris Hohn q9	1	6%	4.4%	MCO
163	Warren Buffett q10	Chuck Akre q9	1	7%	4.4%	MCO
164	Warren Buffett q10	François Rochon q9	1	7%	4.4%	MCO
165	Warren Buffett q10	Dev Kantesaria q9	1	7%	4.4%	MCO
166	Warren Buffett q10	William von Mueffling q8	1	7%	4.4%	MCO
167	Warren Buffett q10	Glenn Greenberg q7	1	7%	4.4%	MCO
168	Warren Buffett q10	Bill Nygren q7	1	7%	4.3%	BAC
169	Li Lu q8	Bill Nygren q7	1	10%	4.3%	BAC
170	Joel Greenblatt q8	Stanley Druckenmiller q9	1	10%	4.1%	MSFT
171	Joel Greenblatt q8	William von Mueffling q8	1	9%	4.1%	MSFT
172	Li Lu q8	Polen Capital q8	1	10%	4.1%	META
173	Jeffrey Ubben q8	Polen Capital q8	1	10%	4.1%	META
174	Polen Capital q8	Tom Slater q8	1	9%	4.1%	META
175	Warren Buffett q10	Joel Greenblatt q8	1	7%	3.8%	AAPL
176	Joel Greenblatt q8	David Rolfe q9	1	9%	3.8%	AAPL
177	Lee Ainslie q8	William von Mueffling q8	1	10%	3.8%	MSFT
178	Joel Greenblatt q8	Li Lu q8	1	10%	3.2%	META
179	Joel Greenblatt q8	Jeffrey Ubben q8	1	10%	3.2%	META
180	Joel Greenblatt q8	Tom Slater q8	1	9%	3.2%	META
181	Stephen Mandel q9	Chuck Akre q9	1	10%	3.1%	META
182	Chuck Akre q9	David Tepper q9	1	8%	3.1%	META
183	Chuck Akre q9	John Armitage q9	1	9%	3.1%	META
184	Joel Greenblatt q8	Chuck Akre q9	1	9%	3.1%	META
185	Li Lu q8	Chuck Akre q9	1	10%	3.1%	META
186	Jeffrey Ubben q8	Chuck Akre q9	1	10%	3.1%	META
187	Chuck Akre q9	Chase Coleman q8	1	8%	3.1%	META
188	Chuck Akre q9	Tom Slater q8	1	9%	3.1%	META
189	Joel Greenblatt q8	Bill Nygren q7	1	9%	3.0%	GOOGL
190	Lee Ainslie q8	Chuck Akre q9	1	10%	2.9%	META
191	Li Lu q8	Lee Ainslie q8	1	11%	2.9%	META
192	Jeffrey Ubben q8	Lee Ainslie q8	1	11%	2.9%	META

How overlap is computed

Three numbers per pair

1. Shared count. The primary ranking. How many tickers appear in both managers’ top-holdings lists. A higher count means deeper consensus.
2. Jaccard overlap. Shared / union. A correction for portfolio breadth — two managers with 20 holdings each sharing 5 is a 14% Jaccard; two managers with 10 holdings each sharing 5 is 33%. Penalizes the “big book wins by default” effect.
3. Joint weight. For every shared ticker, take the smaller of the two managers’ position weights and sum. This tells you how much of both portfolios the shared book actually represents — the depth of the shared conviction, not just the breadth.

Pair cards in the top section show every shared ticker with both managers’ position sizes and the live ConvictionScore. Click through to the signal page for the shared thesis — these are the names with cross-philosophy conviction.

Not investment advice. Top holdings are the curated top 10-20 per manager; some minor positions are not scored. Methodology.