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 & Appaloosa Management Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Appaloosa Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
26
Limited overlap
Shared Holdings
22 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 23 for Appaloosa Management).
| Stock | Sequoia Financial Advisors value | Appaloosa Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $260.58M | $1.19B | $1.45B | 8.8% | $1.60B | Consumer Cyclical |
| MU Micron Technology, Inc. | $67.22M | $1.13B | $1.19B | 7.9% | $1.00B | Technology |
| GOOG Alphabet Inc. | $269.00M | $653.66M | $922.66M | 5.1% | $897.09M | Communication Services |
| NVDA NVIDIA Corporation | $567.52M | $305.14M | $872.66M | 3.5% | $981.99M | Technology |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $787.99M | $819.32M | 5.5% | $731.44M | Technology |
| UBER Uber Technologies, Inc. | $4.43M | $555.20M | $559.64M | 3.8% | $589.03M | Technology |
| META Meta Platforms, Inc. | $154.91M | $380.22M | $535.13M | 3.0% | $560.37M | Communication Services |
| VST Vistra Corp. | $2.85M | $351.41M | $354.25M | 2.4% | $330.81M | Utilities |
| AVGO Broadcom Inc. | $251.54M | $56.66M | $308.20M | 1.0% | $320.63M | Technology |
| NRG NRG Energy, Inc. | $1.06M | $257.07M | $258.13M | 1.8% | $223.10M | Utilities |
| LRCX Lam Research | $29.15M | $165.75M | $194.90M | 1.2% | $149.49M | — |
| BABA Alibaba Group Holding Limited | $2.10M | $191.96M | $194.06M | 1.3% | $250.33M | Consumer Cyclical |
| BA Boeing Company (The) | $13.94M | $173.18M | $187.12M | 1.2% | $200.26M | Industrials |
| AMD Advanced Micro Devices, Inc. | $41.29M | $114.73M | $156.02M | 0.9% | $138.16M | Technology |
| BIDU Baidu, Inc. | $887,005 | $148.01M | $148.89M | 1.0% | $135.06M | Communication Services |
| AAL American Airlines Group, Inc. | $394,288 | $135.53M | $135.92M | 0.9% | $111.55M | Industrials |
| ASML ASML | $11.16M | $99.47M | $110.64M | 0.7% | $102.55M | — |
| QCOM QUALCOMM Incorporated | $28.36M | $46.20M | $74.56M | 0.4% | $66.89M | Technology |
| MPLX MPLX LP | $11.49M | $28.30M | $39.79M | 0.2% | $42.02M | Energy |
| ET Energy Transfer LP | $1.50M | $30.14M | $31.63M | 0.2% | $34.83M | Energy |
| WHR Whirlpool Corporation | $341,851 | $28.19M | $28.53M | 0.2% | $29.94M | Consumer Cyclical |
| GT The Goodyear Tire & Rubber Comp | $141,217 | $9.96M | $10.10M | 0.1% | $9.35M | Consumer Cyclical |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between Sequoia Financial Advisors and Appaloosa 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 $1.45B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $3.98B | AMD, AVGO, MU, NVDA, QCOM, TSM, UBER |
| Consumer Cyclical | $1.68B | AMZN, BABA, GT, WHR |
| Communication Services | $1.61B | BIDU, GOOG, META |
| Utilities | $612.38M | NRG, VST |
| Industrials | $323.04M | AAL, BA |
| Other | $305.54M | ASML, LRCX |
| Energy | $71.43M | ET, MPLX |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Appaloosa 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 ($1.45B combined).
- Highest average portfolio weight in overlap: AMZN (8.8% conviction score).
- Largest estimated mark-to-market gain since filing: AMZN ($148.13M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Appaloosa Management decreased between Q1 2001 and Q2 2001, with 22 shared holdings in the latest period ($8.59B combined reported value) versus 27 in the prior period ($7.13B).
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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