Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Appaloosa ⇄ Bnp Paribas Financial Markets
25Shared positions
0.6%Name overlap (Jaccard)
0+Only Appaloosa
15+Only Bnp Paribas…
Shared holdings · Q2 2026
| Security | Appaloosa weight | Bnp Paribas… weight |
|---|---|---|
| MU Micron Technology, Inc. | 15.1% | 4.9% |
| AMZN Amazon.com, Inc. | 15.9% | 2.1% |
| TSM Taiwan Semiconductor… | 10.5% | 0.6% |
| GOOG Alphabet Inc. | 8.7% | 1.3% |
| NVDA NVIDIA Corporation | 4.1% | 3.5% |
| UBER Uber Technologies, Inc. | 7.4% | 0.1% |
| EWY iShares MSCI South Korea… | 6.6% | 0.9% |
| META Meta Platforms, Inc. | 5.1% | 1.0% |
| VST Vistra Corp. | 4.7% | 0.0% |
| NRG NRG Energy, Inc. | 3.4% | 0.0% |
| AMD Advanced Micro Devices… | 1.5% | 1.8% |
| LRCX Lam Research Corporation | 2.2% | 0.7% |
| BABA Alibaba Group Holding… | 2.6% | 0.1% |
| BA The Boeing Company | 2.3% | 0.2% |
| AVGO Broadcom Inc. | 0.8% | 1.3% |
| BIDU Baidu, Inc. | 2.0% | 0.0% |
| AAL American Airlines Group… | 1.8% | 0.0% |
| ASML ASML Holding N.V. | 1.3% | 0.4% |
| CRWV CoreWeave, Inc. Class A… | 1.4% | 0.1% |
| QCOM QUALCOMM Incorporated | 0.6% | 0.3% |
| SPCX Space Exploration… | 0.5% | 0.1% |
| ET Energy Transfer LP | 0.4% | 0.1% |
| MPLX MPLX Lp | 0.4% | 0.0% |
| WHR Whirlpool Corporation | 0.4% | 0.0% |
| GT The Goodyear Tire &… | 0.1% | 0.0% |
Distinctively Appaloosa
Distinctively Bnp Paribas Financial…
| TSLA Tesla, Inc. | 2.0% |
| GOOGL Alphabet Inc. | 1.9% |
| AAPL Apple Inc. | 1.6% |
| MSFT Microsoft Corporation | 1.4% |
| XBI State Street SPDR S&P… | 1.4% |
| JPM JPMorgan Chase & Co. | 1.4% |
| SPY State Street SPDR S&P… | 1.3% |
| SNDK Sandisk Corporation | 1.2% |
| IWM iShares Russell 2000… | 1.1% |
| INTC Intel Corp. | 1.0% |
| UNH UnitedHealth Group… | 0.8% |
| GE GE Aerospace | 0.8% |
| CSCO Cisco Systems, Inc. | 0.8% |
| AMAT Applied Materials… | 0.6% |
| ORCL Oracle Corporation | 0.6% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology