Portfolio overlap & divergence from the latest 13F filings.
Shared holdings
5
Portfolio overlap
8%
Positions (A · B)
11 · 54
What stocks do Bill Ackman and Chase Coleman both own?
They share 5 holdings, the largest overlaps being $AMZN, $MSFT, $META, $UBER, $GOOGL.
How similar are their portfolios?
Their disclosed long books overlap roughly 8% by position set. Bill Ackman runs 11 positions; Chase Coleman runs 54.
Overlap computed from disclosed long equity positions (SEC 13F / N-PORT). Diversified books are capped to their largest positions. Not financial advice.