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 June 30, 2026).
Overlap Score
73
Strong overlap
Shared Holdings
35 shared positions across both portfolios (2049 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. | $168.86M | $3.06B | $3.23B | 7.2% | $3.95B | Communication Services |
| NVDA NVIDIA Corporation | $567.52M | $2.09B | $2.66B | 6.1% | $2.98B | Technology |
| AMZN Amazon.com, Inc. | $260.58M | $2.08B | $2.34B | 5.3% | $3.01B | Consumer Cyclical |
| META Meta Platforms, Inc. | $154.91M | $1.77B | $1.92B | 4.3% | $1.87B | Communication Services |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $1.88B | $1.91B | 4.2% | $2.28B | Technology |
| AVGO Broadcom Inc. | $251.54M | $1.11B | $1.36B | 3.1% | $1.65B | Technology |
| SE Sea Limited | $633,394 | $1.28B | $1.28B | 2.8% | $1.65B | Consumer Cyclical |
| MSFT Microsoft Corporation | $338.04M | $925.42M | $1.26B | 2.9% | $1.58B | Technology |
| GEV GE Vernova Inc. | $34.01M | $849.33M | $883.34M | 2.0% | $992.22M | Utilities |
| LRCX Lam Research | $29.15M | $833.37M | $862.52M | 1.9% | $1.16B | — |
| SPOT Spotify | $2.13M | $766.53M | $768.66M | 1.7% | $792.60M | — |
| CPNG Coupang, Inc. | $1.56M | $653.16M | $654.72M | 1.5% | $567.10M | Consumer Cyclical |
| AMAT Applied Materials, Inc. | $39.71M | $566.31M | $606.02M | 1.4% | $869.04M | Technology |
| CPAY Corpay, Inc. | $1.31M | $509.86M | $511.16M | 1.1% | $671.01M | Technology |
| APP Applovin Corporation | $5.07M | $398.00M | $403.07M | 0.9% | $399.79M | Technology |
| TTWO Take-Two Interactive Software, | $1.43M | $395.00M | $396.43M | 0.9% | $487.23M | Communication Services |
| APO Apollo Global Management, Inc. | $8.94M | $366.94M | $375.88M | 0.8% | $423.10M | Financial Services |
| RDDT Reddit, Inc. | $442,109 | $336.63M | $337.07M | 0.7% | $352.03M | Communication Services |
| NFLX Netflix, Inc. | $15.18M | $234.51M | $249.69M | 0.6% | $190.15M | Communication Services |
| SQ Block, Inc. | $1.20M | $240.72M | $241.92M | 0.5% | — | Technology |
| MELI MercadoLibre, Inc. | $2.39M | $233.43M | $235.82M | 0.5% | $256.18M | Consumer Cyclical |
| FWONK Liberty Media Corporation - Ser | $702,039 | $228.02M | $228.73M | 0.5% | $263.91M | Communication Services |
| ZS Zscaler, Inc. | $2.38M | $221.63M | $224.01M | 0.5% | $241.41M | Technology |
| CHYM Chime Financial | $658,555 | $207.56M | $208.22M | 0.5% | $255.51M | — |
| G6683N103 Nu Holdings | $2.69M | $158.54M | $161.23M | 0.4% | — | — |
| NOW ServiceNow, Inc. | $3.60M | $156.82M | $160.43M | 0.4% | $170.88M | Technology |
| PCOR Procore Technologies, Inc. | $556,170 | $133.35M | $133.91M | 0.3% | $128.88M | Technology |
| UNH UnitedHealth Group Incorporated | $23.63M | $94.83M | $118.45M | 0.3% | $168.78M | Healthcare |
| SHW Sherwin-Williams Company (The) | $23.60M | $82.41M | $106.01M | 0.2% | $110.99M | Basic Materials |
| LITE Lumentum Holdings Inc. | $1.95M | $96.14M | $98.09M | 0.2% | $99.29M | Technology |
| INTC Intel Corporation | $24.55M | $72.32M | $96.86M | 0.2% | $163.67M | Technology |
| CSGP CoStar Group, Inc. | $1.55M | $60.51M | $62.06M | 0.1% | $44.72M | Real Estate |
| UBER Uber Technologies, Inc. | $4.43M | $10.87M | $15.31M | 0.0% | $14.96M | Technology |
| JD JD.com, Inc. | $728,179 | $10.18M | $10.91M | 0.0% | $12.31M | Consumer Cyclical |
| DASH DoorDash, Inc. | $1.55M | $3.80M | $5.36M | 0.0% | $6.62M | 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 June 30, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $3.23B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $9.69B | AMAT, APP, AVGO, CPAY, INTC, LITE, MSFT, NOW, NVDA, PCOR, SQ, TSM, UBER, ZS |
| Communication Services | $6.36B | DASH, FWONK, GOOGL, META, NFLX, RDDT, TTWO |
| Consumer Cyclical | $4.52B | AMZN, CPNG, JD, MELI, SE |
| Other | $2.00B | CHYM, G6683N103, LRCX, SPOT |
| Utilities | $883.34M | GEV |
| Financial Services | $375.88M | APO |
| Healthcare | $118.45M | UNH |
| Basic Materials | $106.01M | SHW |
| Real Estate | $62.06M | 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 ($3.23B combined).
- Highest average portfolio weight in overlap: GOOGL (7.2% conviction score).
- Largest estimated mark-to-market gain since filing: GOOGL ($728.41M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 36 shared holdings ($23.87B 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
- Tiger Global 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