Appaloosa LP and Tiger Global Management LLC: where the books meet
At Q2 2026, 33% of the two 13F books was the same, across 9 stocks both listed, against 0.0% at Q1 2016. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.
- Q1 2016: 0.0%, 0 in both
- Q2 2016: 0.0%, 0 in both
- Q3 2016: 5.2%, 2 in both
- Q4 2016: 2.4%, 2 in both
- Q1 2017: 2.7%, 3 in both
- Q2 2017: 6.3%, 3 in both
- Q3 2017: 7.4%, 2 in both
- Q4 2017: 9.9%, 4 in both
- Q1 2018: 10.0%, 3 in both
- Q2 2018: 10%, 3 in both
- Q3 2018: 8.3%, 3 in both
- Q4 2018: 4.7%, 1 in both
- Q1 2019: 20%, 5 in both
- Q2 2019: 8.8%, 4 in both
- Q3 2019: 26%, 5 in both
- Q4 2019: 21%, 5 in both
- Q1 2020: 25%, 7 in both
- Q2 2020: 25%, 10 in both
- Q3 2020: 22%, 10 in both
- Q4 2020: 18%, 11 in both
- Q1 2021: 16%, 14 in both
- Q2 2021: 14%, 10 in both
- Q3 2021: 12%, 9 in both
- Q4 2021: 9.2%, 6 in both
- Q1 2022: 9.9%, 6 in both
- Q2 2022: 13%, 4 in both
- Q3 2022: 14%, 4 in both
- Q4 2022: 18%, 4 in both
- Q1 2023: 21%, 5 in both
- Q2 2023: 28%, 8 in both
- Q3 2023: 36%, 10 in both
- Q4 2023: 36%, 8 in both
- Q1 2024: 32%, 8 in both
- Q2 2024: 31%, 10 in both
- Q3 2024: 24%, 10 in both
- Q4 2024: 23%, 11 in both
- Q1 2025: 15%, 12 in both
- Q2 2025: 24%, 10 in both
- Q3 2025: 25%, 10 in both
- Q4 2025: 26%, 9 in both
- Q1 2026: 28%, 9 in both
- Q2 2026: 33%, 9 in both
Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.
What the overlap is made of, Q2 2026
Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.
| Stock | Appaloosa LP | Tiger Global Management LLC |
|---|---|---|
| Taiwan Semiconductor MFG LTD(TSM) | 10%Added | 9.7%Trimmed |
| Amazon Com Inc(AMZN) | 15%Added | 9.6%Trimmed |
| Facebook Inc(META) | 4.9%Added | 6.6%Trimmed |
| Nvidia Corp(NVDA) | 3.9%Added | 9.3%Trimmed |
| Lam Research Corp(LRCX) | 2.1%Held | 5.7%Trimmed |
| Advanced Micro Devices Inc(AMD) | 1.5%Trimmed | 1.6%New |
| Broadcom Inc(AVGO) | 0.7%New | 2.8%Trimmed |
| Space Exploration Techn Corp(SPCX) | 0.5%New | 0.3%New |
| Uber Technologies Inc(UBER) | 7.2%Added | under 0.1%Held |
Moved different ways in Q2 2026
Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.
- Taiwan Semiconductor MFG LTD(TSM)Appaloosa LP added; Tiger Global Management LLC trimmed
- Amazon Com Inc(AMZN)Appaloosa LP added; Tiger Global Management LLC trimmed
- Nvidia Corp(NVDA)Appaloosa LP added; Tiger Global Management LLC trimmed
- Facebook Inc(META)Appaloosa LP added; Tiger Global Management LLC trimmed
- Broadcom Inc(AVGO)Appaloosa LP started; Tiger Global Management LLC trimmed
- Advanced Micro Devices Inc(AMD)Appaloosa LP trimmed; Tiger Global Management LLC started
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