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 & Tiger Global Management Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Tiger Global Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
81
Strong overlap
Shared Holdings
36 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 42 for Tiger Global Management).
| Stock | Sequoia Financial Advisors value | Tiger Global Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | $136.18M | $3.06B | $3.19B | 7.2% | $4.04B | Communication Services |
| NVDA NVIDIA Corporation | $467.38M | $2.09B | $2.56B | 6.0% | $3.01B | Technology |
| AMZN Amazon.com, Inc. | $233.00M | $2.08B | $2.32B | 5.3% | $2.64B | Consumer Cyclical |
| META Meta Platforms, Inc. | $150.96M | $1.77B | $1.92B | 4.3% | $1.90B | Communication Services |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $1.88B | $1.90B | 4.2% | $2.43B | Technology |
| AVGO Broadcom Inc. | $198.14M | $1.11B | $1.31B | 3.0% | $1.66B | Technology |
| SE Sea Limited | $632,217 | $1.28B | $1.28B | 2.8% | $1.40B | Consumer Cyclical |
| MSFT Microsoft Corporation | $308.27M | $925.42M | $1.23B | 2.9% | $1.26B | Technology |
| GEV GE Vernova Inc. | $25.45M | $849.33M | $874.78M | 2.0% | $1.05B | Utilities |
| LRCX Lam Research | $15.07M | $833.37M | $848.44M | 1.9% | $1.49B | — |
| SPOT Spotify | $2.50M | $766.53M | $769.03M | 1.7% | $722.54M | — |
| CPNG Coupang, Inc. | $1.43M | $653.16M | $654.59M | 1.5% | $652.86M | Consumer Cyclical |
| AMAT Applied Materials, Inc. | $17.47M | $566.31M | $583.78M | 1.3% | $1.01B | Technology |
| CPAY Corpay, Inc. | $1.18M | $509.86M | $511.03M | 1.1% | $620.51M | Technology |
| APP Applovin Corporation | $3.71M | $398.00M | $401.71M | 0.9% | $483.96M | Technology |
| TTWO Take-Two Interactive Software, | $954,629 | $395.00M | $395.95M | 0.9% | $457.16M | Communication Services |
| APO Apollo Global Management, Inc. | $8.20M | $366.94M | $375.15M | 0.8% | $467.70M | Financial Services |
| RDDT Reddit, Inc. | $278,861 | $336.63M | $336.90M | 0.7% | $415.22M | Communication Services |
| NFLX Netflix, Inc. | $21.60M | $234.51M | $256.11M | 0.6% | $205.00M | Communication Services |
| SQ Block, Inc. | $901,430 | $240.72M | $241.62M | 0.5% | — | Technology |
| MELI MercadoLibre, Inc. | $2.52M | $233.43M | $235.94M | 0.5% | $222.68M | Consumer Cyclical |
| ZS Zscaler, Inc. | $8.60M | $221.63M | $230.23M | 0.5% | $204.12M | Technology |
| FWONK Liberty Media Corporation - Ser | $620,051 | $228.02M | $228.64M | 0.5% | $242.98M | Communication Services |
| CHYM Chime Financial | $740,622 | $207.56M | $208.30M | 0.5% | $184.61M | — |
| NOW ServiceNow, Inc. | $4.57M | $156.82M | $161.40M | 0.4% | $147.40M | Technology |
| G6683N103 Nu Holdings | $2.83M | $158.54M | $161.36M | 0.4% | — | — |
| PCOR Procore Technologies, Inc. | $2.89M | $133.35M | $136.24M | 0.3% | $95.85M | Technology |
| SHW Sherwin-Williams Company (The) | $44.52M | $82.41M | $126.93M | 0.3% | $124.26M | Basic Materials |
| UNH UnitedHealth Group Incorporated | $14.64M | $94.83M | $109.47M | 0.3% | $161.63M | Healthcare |
| LITE Lumentum Holdings Inc. | $1.17M | $96.14M | $97.30M | 0.2% | $120.46M | Technology |
| INTC Intel Corporation | $6.52M | $72.32M | $78.83M | 0.2% | $216.33M | Technology |
| CSGP CoStar Group, Inc. | $2.09M | $60.51M | $62.60M | 0.1% | $47.26M | Real Estate |
| ZG Zillow Group, Inc. | $363,612 | $42.37M | $42.74M | 0.1% | $33.30M | Communication Services |
| UBER Uber Technologies, Inc. | $4.84M | $10.87M | $15.72M | 0.0% | $15.49M | Technology |
| JD JD.com, Inc. | $1.18M | $10.18M | $11.36M | 0.0% | $10.72M | Consumer Cyclical |
| DASH DoorDash, Inc. | $1.20M | $3.80M | $5.00M | 0.0% | $5.52M | Communication Services |
Largest Shared Position
Alphabet Inc. (GOOGL) represents the largest overlapping position between Sequoia Financial Advisors and Tiger Global Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $3.19B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $9.46B | AMAT, APP, AVGO, CPAY, INTC, LITE, MSFT, NOW, NVDA, PCOR, SQ, TSM, UBER, ZS |
| Communication Services | $6.38B | DASH, FWONK, GOOGL, META, NFLX, RDDT, TTWO, ZG |
| Consumer Cyclical | $4.49B | AMZN, CPNG, JD, MELI, SE |
| Other | $1.99B | CHYM, G6683N103, LRCX, SPOT |
| Utilities | $874.78M | GEV |
| Financial Services | $375.15M | APO |
| Basic Materials | $126.93M | SHW |
| Healthcare | $109.47M | UNH |
| Real Estate | $62.60M | CSGP |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Tiger Global 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: GOOGL ($3.19B combined).
- Highest average portfolio weight in overlap: GOOGL (7.2% conviction score).
- Largest estimated mark-to-market gain since filing: GOOGL ($846.53M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Tiger Global Management decreased between Q4 2001 and Q1 2001, with 36 shared holdings in the latest period ($23.87B combined reported value) versus 38 in the prior period ($30.99B).
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 |
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