Third Point LLC and Tiger Global Management LLC: where the books meet
At Q2 2026, 24% of the two 13F books was the same, across 8 stocks both listed, against 9.3% at Q2 2013. 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.
- Q2 2013: 9.3%, 4 in both
- Q3 2013: 16%, 5 in both
- Q4 2013: 11%, 4 in both
- Q1 2014: 8.0%, 4 in both
- Q2 2014: 6.7%, 3 in both
- Q3 2014: 2.7%, 2 in both
- Q4 2014: 11%, 4 in both
- Q1 2015: 3.8%, 3 in both
- Q2 2015: 0.2%, 1 in both
- Q3 2015: 2.7%, 2 in both
- Q4 2015: 3.1%, 2 in both
- Q1 2016: 0.0%, 0 in both
- Q2 2016: 3.2%, 1 in both
- Q3 2016: 7.9%, 4 in both
- Q4 2016: 5.4%, 4 in both
- Q1 2017: 4.3%, 3 in both
- Q2 2017: 7.8%, 4 in both
- Q3 2017: 7.4%, 2 in both
- Q4 2017: 12%, 4 in both
- Q1 2018: 15%, 6 in both
- Q2 2018: 16%, 7 in both
- Q3 2018: 13%, 6 in both
- Q4 2018: 3.8%, 3 in both
- Q1 2019: 5.4%, 5 in both
- Q2 2019: 6.8%, 9 in both
- Q3 2019: 4.5%, 5 in both
- Q4 2019: 2.6%, 5 in both
- Q1 2020: 7.9%, 4 in both
- Q2 2020: 18%, 7 in both
- Q3 2020: 22%, 12 in both
- Q4 2020: 17%, 13 in both
- Q1 2021: 15%, 15 in both
- Q2 2021: 14%, 17 in both
- Q3 2021: 9.6%, 13 in both
- Q4 2021: 8.1%, 13 in both
- Q1 2022: 4.3%, 7 in both
- Q2 2022: 2.1%, 2 in both
- Q3 2022: 1.1%, 2 in both
- Q4 2022: 5.5%, 2 in both
- Q1 2023: 13%, 2 in both
- Q2 2023: 19%, 6 in both
- Q3 2023: 24%, 6 in both
- Q4 2023: 30%, 7 in both
- Q1 2024: 35%, 8 in both
- Q2 2024: 30%, 8 in both
- Q3 2024: 22%, 7 in both
- Q4 2024: 24%, 8 in both
- Q1 2025: 20%, 8 in both
- Q2 2025: 28%, 11 in both
- Q3 2025: 29%, 8 in both
- Q4 2025: 23%, 6 in both
- Q1 2026: 22%, 7 in both
- Q2 2026: 24%, 8 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 | Third Point LLC | Tiger Global Management LLC |
|---|---|---|
| Amazon Com Inc(AMZN) | 8.9%Trimmed | 9.6%Trimmed |
| Alphabet Inc(GOOGL) | 7.8%Added | 8.7%Trimmed |
| Taiwan Semiconductor MFG LTD(TSM) | 4.7%Added | 9.7%Trimmed |
| Square Inc(XYZ) | 4.2%New | 1.5%Added |
| Danaher Corp Del(DHR) | 2.2%Added | 0.4%New |
| 84615q103(SPCX) | 0.7%New | 0.3%New |
| Core Scientific Inc New(CORZ) | under 0.1%New | under 0.1%New |
| 038169207(APLD) | under 0.1%New | 0.1%New |
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.
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