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 & Egerton Capital UK Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Egerton Capital UK based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
32
Limited overlap
Shared Holdings
20 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 22 for Egerton Capital UK).
| Stock | Sequoia Financial Advisors value | Egerton Capital UK value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| V Visa Inc. | $95.19M | $1.46B | $1.56B | 7.8% | $1.65B | Financial Services |
| GOOG Alphabet Inc. | $269.00M | $1.16B | $1.43B | 6.7% | $1.39B | Communication Services |
| NVDA NVIDIA Corporation | $567.52M | $683.90M | $1.25B | 5.0% | $1.41B | Technology |
| AMZN Amazon.com, Inc. | $260.58M | $851.69M | $1.11B | 5.0% | $1.23B | Consumer Cyclical |
| APH Amphenol Corporation | $8.58M | $858.09M | $866.67M | 4.4% | $821.40M | Technology |
| MCO Moody's Corporation | $2.74M | $771.88M | $774.62M | 4.0% | $829.41M | Financial Services |
| VMC Vulcan Materials Company (Holdi | $1.65M | $581.67M | $583.32M | 3.0% | $557.60M | Basic Materials |
| CRH CRH | $2.47M | $469.07M | $471.54M | 2.4% | $428.13M | — |
| AMAT Applied Materials, Inc. | $39.71M | $376.73M | $416.44M | 2.0% | $292.13M | Technology |
| IBKR Interactive Brokers Group, Inc. | $1.25M | $359.42M | $360.67M | 1.9% | $381.47M | Financial Services |
| DVN Devon Energy Corporation | $3.69M | $312.30M | $315.99M | 1.6% | $350.63M | Energy |
| FERG Ferguson Enterprises Inc. | $1.71M | $238.76M | $240.47M | 1.2% | $248.18M | Industrials |
| EFX Equifax, Inc. | $646,107 | $235.09M | $235.74M | 1.2% | $268.61M | Industrials |
| MA Mastercard Incorporated | $16.74M | $186.69M | $203.42M | 1.0% | $225.48M | Financial Services |
| UBER Uber Technologies, Inc. | $4.43M | $167.39M | $171.82M | 0.9% | $180.84M | Technology |
| LAMR Lamar Advertising Company | $304,161 | $170.11M | $170.42M | 0.9% | $169.86M | Real Estate |
| LIN Linde | $10.94M | $156.13M | $167.06M | 0.8% | $155.41M | — |
| AWI Armstrong World Industries Inc | $1.05M | $148.45M | $149.50M | 0.8% | $169.80M | Industrials |
| SPGI S&P Global Inc. | $3.61M | $143.32M | $146.93M | 0.7% | $151.10M | Financial Services |
| VST Vistra Corp. | $2.85M | $76.98M | $79.82M | 0.4% | $74.54M | Utilities |
Largest Shared Position
Visa Inc. (V) represents the largest overlapping position between Sequoia Financial Advisors and Egerton Capital UK based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of V positions reported by both investment firms is approximately $1.56B, reflecting overlapping institutional exposure to Visa Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $3.04B | IBKR, MA, MCO, SPGI, V |
| Technology | $2.71B | AMAT, APH, NVDA, UBER |
| Communication Services | $1.43B | GOOG |
| Consumer Cyclical | $1.11B | AMZN |
| Other | $638.60M | CRH, LIN |
| Industrials | $625.71M | AWI, EFX, FERG |
| Basic Materials | $583.32M | VMC |
| Energy | $315.99M | DVN |
| Real Estate | $170.42M | LAMR |
| Utilities | $79.82M | VST |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Egerton Capital UK 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: V ($1.56B combined).
- Highest average portfolio weight in overlap: V (7.8% conviction score).
- Largest estimated mark-to-market gain since filing: NVDA ($156.79M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Egerton Capital UK decreased between Q1 2001 and Q2 2001, with 20 shared holdings in the latest period ($10.71B combined reported value) versus 21 in the prior period ($9.61B).
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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