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.
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 June 30, 2026).
Overlap Score
44
Limited overlap
Shared Holdings
9 shared positions across both portfolios (2049 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. | $260.58M | $2.39B | $2.65B | 9.4% | $2.91B | Consumer Cyclical |
| BN Brookfield Corporation | $50.50M | $2.42B | $2.47B | 8.9% | $2.54B | Financial Services |
| MSFT Microsoft Corporation | $338.04M | $2.09B | $2.43B | 8.5% | $2.50B | Technology |
| UBER Uber Technologies, Inc. | $4.43M | $2.15B | $2.16B | 7.9% | $1.98B | Technology |
| META Meta Platforms, Inc. | $154.91M | $1.52B | $1.68B | 5.9% | $1.75B | Communication Services |
| QSR Restaurant Brands International | $627,687 | $1.67B | $1.67B | 6.1% | $1.64B | Consumer Cyclical |
| HHH Howard Hughes Holdings Inc. | $1.71M | $1.19B | $1.19B | 4.4% | $1.24B | Real Estate |
| GOOG Alphabet Inc. | $269.00M | $89.42M | $358.42M | 1.0% | $342.40M | Communication Services |
| GOOGL Alphabet Inc. | $168.86M | $9.31M | $178.17M | 0.5% | $161.43M | 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 June 30, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $2.65B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $4.59B | MSFT, UBER |
| Consumer Cyclical | $4.32B | AMZN, QSR |
| Financial Services | $2.47B | BN |
| Communication Services | $2.21B | 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 ($2.65B combined).
- Highest average portfolio weight in overlap: AMZN (9.4% conviction score).
- Largest estimated mark-to-market gain since filing: AMZN ($266.20M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 9 shared holdings ($14.64B combined reported value).
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 |
Related Overlap Pages
- Sequoia Financial Advisors portfolio
- Pershing Square Capital Management portfolio
- Situational Awareness Partners & Aquamarine Zurich AG Shared Holdings
- Situational Awareness Partners & TCI Fund Management Shared Holdings
- Situational Awareness Partners & Polen Capital Management Shared Holdings
- Situational Awareness Partners & Dodge & Cox Stock Fund Shared Holdings
- Situational Awareness Partners & Trian Fund Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings