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 March 31, 2026).
Overlap Score
24
Minimal overlap
Shared Holdings
27 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 31 for Appaloosa Management).
| Stock | Sequoia Financial Advisors value | Appaloosa Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $233.00M | $899.73M | $1.13B | 8.2% | $1.31B | Consumer Cyclical |
| NVDA NVIDIA Corporation | $467.38M | $256.63M | $724.01M | 3.5% | $820.24M | Technology |
| GOOG Alphabet Inc. | $216.08M | $497.04M | $713.12M | 4.8% | $889.70M | Communication Services |
| MU Micron Technology, Inc. | $17.36M | $562.50M | $579.87M | 4.8% | $1.77B | Technology |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $448.63M | $470.99M | 3.8% | $619.11M | Technology |
| UBER Uber Technologies, Inc. | $4.84M | $455.51M | $460.36M | 3.9% | $465.03M | Technology |
| BABA Alibaba Group Holding Limited | $2.80M | $434.72M | $437.52M | 3.7% | $341.72M | Consumer Cyclical |
| META Meta Platforms, Inc. | $150.96M | $249.73M | $400.69M | 2.5% | $429.25M | Communication Services |
| MSFT Microsoft Corporation | $308.27M | $33.32M | $341.59M | 1.1% | $354.61M | Technology |
| VST Vistra Corp. | $3.19M | $304.02M | $307.21M | 2.6% | $312.99M | Utilities |
| NRG NRG Energy, Inc. | $1.50M | $253.47M | $254.97M | 2.1% | $245.66M | Utilities |
| RTX RTX Corporation | $120.44M | $65.97M | $186.41M | 0.9% | $185.32M | Industrials |
| SNDK SanDisk | $3.48M | $178.69M | $182.17M | 1.5% | $582.69M | — |
| GLW Corning Incorporated | $8.25M | $153.58M | $161.83M | 1.3% | $262.59M | Technology |
| LRCX Lam Research | $15.07M | $81.72M | $96.79M | 0.7% | $177.25M | — |
| PDD PDD Holdings Inc. | $971,937 | $91.96M | $92.93M | 0.8% | $75.05M | Consumer Cyclical |
| LHX L3Harris Technologies, Inc. | $20.78M | $68.34M | $89.11M | 0.6% | $75.45M | Industrials |
| QCOM QUALCOMM Incorporated | $18.03M | $64.21M | $82.24M | 0.6% | $116.18M | Technology |
| BIDU Baidu, Inc. | $825,066 | $77.11M | $77.94M | 0.7% | $82.50M | Communication Services |
| ASML ASML | $7.33M | $65.38M | $72.71M | 0.6% | $101.45M | — |
| AMD Advanced Micro Devices, Inc. | $13.70M | $45.04M | $58.74M | 0.4% | $156.18M | Technology |
| BALL Ball Corporation | $721,044 | $49.48M | $50.20M | 0.4% | $52.44M | Consumer Cyclical |
| MPLX MPLX LP | $11.43M | $28.68M | $40.10M | 0.3% | $39.30M | Energy |
| JD JD.com, Inc. | $1.18M | $38.59M | $39.76M | 0.3% | $35.38M | Consumer Cyclical |
| UNH UnitedHealth Group Incorporated | $14.64M | $24.35M | $38.99M | 0.2% | $61.46M | Healthcare |
| ET Energy Transfer LP | $1.43M | $30.42M | $31.85M | 0.3% | $31.43M | Energy |
| DB Deutsche Bank | $1.31M | $7.67M | $8.98M | 0.1% | $10.21M | — |
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 March 31, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $1.13B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $2.88B | AMD, GLW, MSFT, MU, NVDA, QCOM, TSM, UBER |
| Consumer Cyclical | $1.75B | AMZN, BABA, BALL, JD, PDD |
| Communication Services | $1.19B | BIDU, GOOG, META |
| Utilities | $562.18M | NRG, VST |
| Other | $360.65M | ASML, DB, LRCX, SNDK |
| Industrials | $275.52M | LHX, RTX |
| Energy | $71.95M | ET, MPLX |
| Healthcare | $38.99M | UNH |
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 ($1.13B combined).
- Highest average portfolio weight in overlap: AMZN (8.2% conviction score).
- Largest estimated mark-to-market gain since filing: MU ($1.19B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Appaloosa Management decreased between Q4 2001 and Q1 2001, with 27 shared holdings in the latest period ($7.13B combined reported value) versus 33 in the prior period ($7.90B).
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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