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.

Investor AInvestor B

Sequoia Financial Advisors & ValueAct Holdings Portfolio Overlap

Shared 13F holdings between Sequoia Financial Advisors and ValueAct Holdings based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

15 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 16 for ValueAct Holdings).

Stock	Sequoia Financial Advisors value	ValueAct Holdings value	Combined value	Conviction	Est. current value	Sector
AMZN Amazon.com, Inc.	$260.58M	$600.78M	$861.36M	6.4%	$983.46M	Consumer Cyclical
V Visa Inc.	$95.19M	$700.06M	$795.25M	7.0%	$930.00M	Financial Services
META Meta Platforms, Inc.	$154.91M	$523.88M	$678.80M	5.4%	$769.20M	Communication Services
CRM Salesforce, Inc.	$29.94M	$558.98M	$588.92M	5.4%	$544.01M	Technology
BLK BlackRock	$47.89M	$525.19M	$573.08M	5.2%	$638.93M	—
RKT Rocket Companies, Inc.	$706,156	$402.06M	$402.77M	3.9%	$410.89M	Financial Services
TOST Toast, Inc.	$391,539	$341.86M	$342.25M	3.3%	$388.32M	Technology
RBLX Roblox Corporation	$464,111	$330.80M	$331.26M	3.2%	$302.70M	Communication Services
KKR KKR & Co. Inc.	$2.00M	$303.37M	$305.37M	2.9%	$333.25M	Financial Services
MDB MongoDB, Inc.	$876,544	$254.02M	$254.90M	2.4%	$324.95M	Technology
SSD Simpson Manufacturing Company,	$276,133	$239.93M	$240.21M	2.3%	$264.76M	Basic Materials
SPOT Spotify	$2.13M	$173.84M	$175.97M	1.7%	$173.63M	—
LYV Live Nation Entertainment, Inc.	$1.04M	$95.27M	$96.31M	0.9%	$113.60M	Communication Services
DIS Walt Disney Company (The)	$10.64M	$38.57M	$49.22M	0.4%	$49.89M	Communication Services
CBRE CBRE Group Inc	$1.86M	$31.78M	$33.64M	0.3%	$35.01M	Real Estate

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between Sequoia Financial Advisors and ValueAct Holdings 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 $861.36M, reflecting overlapping institutional exposure to Amazon.com, Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$1.50B	KKR, RKT, V
Technology	$1.19B	CRM, MDB, TOST
Communication Services	$1.16B	DIS, LYV, META, RBLX
Consumer Cyclical	$861.36M	AMZN
Other	$749.05M	BLK, SPOT
Basic Materials	$240.21M	SSD
Real Estate	$33.64M	CBRE

Consensus Smart Money Signals

Shared holdings between Sequoia Financial Advisors and ValueAct Holdings 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 ($861.36M combined).
Highest average portfolio weight in overlap: V (7.0% conviction score).
Largest estimated mark-to-market gain since filing: V ($134.74M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 15 shared holdings ($5.72B 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