Institutional Portfolio Overlap & Shared Holdings

Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.

Sector portfolio overlap

Explore shared holdings and top overlapping superinvestor pairs within a sector.

Investor AInvestor B

Sequoia Financial Advisors & Pershing Square Capital Management Portfolio Overlap

Shared 13F holdings between Sequoia Financial Advisors and Pershing Square Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Moderate overlap

Shared Holdings

9 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 11 for Pershing Square Capital Management).

Stock	Sequoia Financial Advisors value	Pershing Square Capital Management value	Combined value	Conviction	Est. current value	Sector
AMZN Amazon.com, Inc.	$233.00M	$2.39B	$2.62B	9.4%	$2.99B	Consumer Cyclical
BN Brookfield Corporation	$49.07M	$2.42B	$2.47B	8.9%	$2.73B	Financial Services
MSFT Microsoft Corporation	$308.27M	$2.09B	$2.40B	8.5%	$2.46B	Technology
UBER Uber Technologies, Inc.	$4.84M	$2.15B	$2.16B	7.9%	$2.13B	Technology
QSR Restaurant Brands International	$648,476	$1.67B	$1.67B	6.1%	$1.68B	Consumer Cyclical
META Meta Platforms, Inc.	$150.96M	$1.52B	$1.67B	6.0%	$1.66B	Communication Services
HHH Howard Hughes Holdings Inc.	$1.54M	$1.19B	$1.19B	4.4%	$1.25B	Real Estate
GOOG Alphabet Inc.	$216.08M	$89.42M	$305.50M	0.9%	$385.63M	Communication Services
GOOGL Alphabet Inc.	$136.18M	$9.31M	$145.49M	0.4%	$184.06M	Communication Services

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between Sequoia Financial Advisors and Pershing Square Capital Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $2.62B, reflecting overlapping institutional exposure to Amazon.com, Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Technology	$4.56B	MSFT, UBER
Consumer Cyclical	$4.29B	AMZN, QSR
Financial Services	$2.47B	BN
Communication Services	$2.12B	GOOG, GOOGL, META
Real Estate	$1.19B	HHH

Consensus Smart Money Signals

Shared holdings between Sequoia Financial Advisors and Pershing Square Capital Management may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.

Strongest overlap by reported value: AMZN ($2.62B combined).
Highest average portfolio weight in overlap: AMZN (9.4% conviction score).
Largest estimated mark-to-market gain since filing: AMZN ($367.44M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sequoia Financial Advisors and Pershing Square Capital Management was unchanged between Q4 2001 and Q1 2001, with 9 shared holdings in the latest period ($14.64B combined reported value) versus 9 in the prior period ($16.19B).

Overlap Score Guide

Score	Meaning
85–100	Extremely high shared conviction
65–84	Strong overlap
45–64	Moderate overlap
25–44	Limited overlap
0–24	Minimal overlap