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 & Third Point Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Third Point based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
15
Minimal overlap
Shared Holdings
25 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 35 for Third Point).
| Stock | Sequoia Financial Advisors value | Third Point value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $260.58M | $417.10M | $677.68M | 5.3% | $699.35M | Consumer Cyclical |
| WBD Warner Bros. Discovery, Inc. - | $2.36M | $533.20M | $535.56M | 5.9% | $563.89M | Communication Services |
| GOOGL Alphabet Inc. | $168.86M | $366.30M | $535.16M | 4.5% | $513.45M | Communication Services |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $219.68M | $251.01M | 2.5% | $219.55M | Technology |
| CRH CRH | $2.47M | $234.87M | $237.33M | 2.6% | $192.30M | — |
| TDS Telephone and Data Systems, Inc | $281,869 | $232.24M | $232.52M | 2.6% | $232.90M | Communication Services |
| KEYS Keysight Technologies Inc. | $15.66M | $204.79M | $220.45M | 2.3% | $202.80M | Technology |
| LYV Live Nation Entertainment, Inc. | $1.04M | $207.83M | $208.87M | 2.3% | $195.21M | Communication Services |
| TPX Tempur Sealy International, Inc | $2.73M | $201.55M | $204.28M | 2.2% | — | Consumer Cyclical |
| FLEX Flex | $28.97M | $166.93M | $195.90M | 1.9% | $130.42M | — |
| SQ Block, Inc. | $1.20M | $194.48M | $195.68M | 2.1% | — | Technology |
| NSC Norfolk Southern Corporation | $4.56M | $188.75M | $193.32M | 2.1% | $194.80M | Industrials |
| COF Capital One Financial Corporati | $5.17M | $165.51M | $170.68M | 1.8% | $172.87M | Financial Services |
| CRS Carpenter Technology Corporatio | $2.24M | $132.62M | $134.86M | 1.5% | $90.03M | Industrials |
| MTZ MasTec, Inc. | $10.21M | $120.66M | $130.87M | 1.4% | $70.97M | Industrials |
| APG APi Group Corporation | $451,875 | $121.33M | $121.78M | 1.3% | $105.71M | Industrials |
| TDG Transdigm Group Incorporated | $9.06M | $105.23M | $114.29M | 1.2% | $92.68M | Industrials |
| UNP Union Pacific Corporation | $13.24M | $95.20M | $108.44M | 1.1% | $112.00M | Industrials |
| DHR Danaher Corporation | $4.47M | $102.86M | $107.33M | 1.1% | $117.40M | Healthcare |
| TTMI TTM Technologies, Inc. | $735,176 | $94.45M | $95.18M | 1.0% | $58.02M | Technology |
| PFGC Performance Food Group Company | $266,955 | $75.46M | $75.73M | 0.8% | $61.68M | Consumer Defensive |
| ASML ASML | $11.16M | $59.61M | $70.77M | 0.7% | $57.06M | — |
| SYY Sysco Corporation | $2.68M | $48.16M | $50.84M | 0.5% | $48.18M | Consumer Defensive |
| ARES Ares Management Corporation | $634,273 | $41.74M | $42.38M | 0.5% | $47.29M | Financial Services |
| BLDE Blade Air Mobility, Inc. | $53,196 | $26.35M | $26.40M | 0.3% | — | Industrials |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between Sequoia Financial Advisors and Third Point 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 $677.68M, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $1.51B | GOOGL, LYV, TDS, WBD |
| Consumer Cyclical | $881.96M | AMZN, TPX |
| Industrials | $829.97M | APG, BLDE, CRS, MTZ, NSC, TDG, UNP |
| Technology | $762.32M | KEYS, SQ, TSM, TTMI |
| Other | $504.00M | ASML, CRH, FLEX |
| Financial Services | $213.06M | ARES, COF |
| Consumer Defensive | $126.57M | PFGC, SYY |
| Healthcare | $107.33M | DHR |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Third Point 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 ($677.68M combined).
- Highest average portfolio weight in overlap: WBD (5.9% conviction score).
- Largest estimated mark-to-market gain since filing: WBD ($28.32M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Third Point was unchanged between Q1 2001 and Q2 2001, with 25 shared holdings in the latest period ($4.94B combined reported value) versus 25 in the prior period ($3.49B).
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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