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
12
Minimal overlap
Shared Holdings
25 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 33 for Third Point).
| Stock | Sequoia Financial Advisors value | Third Point value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $260.58M | $404.04M | $664.63M | 10.4% | $750.90M | Consumer Cyclical |
| NVDA NVIDIA Corporation | $567.52M | $33.14M | $600.65M | 2.2% | $627.32M | Technology |
| TDS Telephone and Data Systems, Inc | $281,869 | $277.86M | $278.14M | 6.7% | $223.54M | Communication Services |
| AVGO Broadcom Inc. | $251.54M | $15.48M | $267.01M | 1.0% | $276.69M | Technology |
| GOOGL Alphabet Inc. | $168.86M | $50.32M | $219.18M | 1.6% | $224.78M | Communication Services |
| GLD SPDR Gold Trust | $168.07M | $40.88M | $208.95M | 1.4% | $206.61M | — |
| META Meta Platforms, Inc. | $154.91M | $51.49M | $206.41M | 1.6% | $235.00M | Communication Services |
| CRH CRH | $2.47M | $199.73M | $202.19M | 4.8% | $191.80M | — |
| TPX Tempur Sealy International, Inc | $2.73M | $167.86M | $170.59M | 4.0% | — | Consumer Cyclical |
| CRS Carpenter Technology Corporatio | $2.24M | $122.19M | $124.43M | 2.9% | $184.73M | Industrials |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $92.94M | $124.26M | 2.3% | $144.62M | Technology |
| MTZ MasTec, Inc. | $10.21M | $102.96M | $113.17M | 2.5% | $121.07M | Industrials |
| DHR Danaher Corporation | $4.47M | $99.54M | $104.01M | 2.4% | $98.18M | Healthcare |
| APG APi Group Corporation | $451,875 | $82.26M | $82.71M | 2.0% | $79.77M | Industrials |
| LYV Live Nation Entertainment, Inc. | $1.04M | $70.92M | $71.96M | 1.7% | $83.70M | Communication Services |
| LRCX Lam Research | $29.15M | $16.02M | $45.18M | 0.5% | $45.81M | — |
| TDG Transdigm Group Incorporated | $9.06M | $28.97M | $38.04M | 0.7% | $38.34M | Industrials |
| UNP Union Pacific Corporation | $13.24M | $24.26M | $37.50M | 0.6% | $43.58M | Industrials |
| NSC Norfolk Southern Corporation | $4.56M | $28.70M | $33.26M | 0.7% | $37.93M | Industrials |
| KLAC KLA Corporation | $16.37M | $16.20M | $32.57M | 0.4% | $14.20M | Technology |
| COF Capital One Financial Corporati | $5.17M | $25.54M | $30.71M | 0.6% | $34.18M | Financial Services |
| ASML ASML | $11.16M | $15.85M | $27.01M | 0.4% | $31.73M | — |
| BLDE Blade Air Mobility, Inc. | $53,196 | $20.90M | $20.95M | 0.5% | — | Industrials |
| SMH VanEck Semiconductor ETF | $4.25M | $15.34M | $19.58M | 0.4% | $27.15M | — |
| SN SharkNinja | $329,004 | $13.82M | $14.15M | 0.3% | $19.61M | — |
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 $664.63M, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.02B | AVGO, KLAC, NVDA, TSM |
| Consumer Cyclical | $835.22M | AMZN, TPX |
| Communication Services | $775.68M | GOOGL, LYV, META, TDS |
| Other | $517.07M | ASML, CRH, GLD, LRCX, SMH, SN |
| Industrials | $450.06M | APG, BLDE, CRS, MTZ, NSC, TDG, UNP |
| Healthcare | $104.01M | DHR |
| Financial Services | $30.71M | COF |
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 ($664.63M combined).
- Highest average portfolio weight in overlap: AMZN (10.4% conviction score).
- Largest estimated mark-to-market gain since filing: AMZN ($86.27M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 25 shared holdings ($3.49B 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 |
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