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 March 31, 2026).
Overlap Score
32
Limited overlap
Shared Holdings
21 shared positions across both portfolios (1832 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. | $80.33M | $1.24B | $1.32B | 7.3% | $1.54B | Financial Services |
| GOOG Alphabet Inc. | $216.08M | $992.43M | $1.21B | 6.3% | $1.51B | Communication Services |
| NVDA NVIDIA Corporation | $467.38M | $466.52M | $933.90M | 4.0% | $1.06B | Technology |
| AMZN Amazon.com, Inc. | $233.00M | $492.21M | $725.21M | 3.5% | $841.61M | Consumer Cyclical |
| MCO Moody's Corporation | $2.37M | $674.30M | $676.67M | 3.9% | $726.51M | Financial Services |
| LIN Linde | $8.71M | $529.66M | $538.37M | 3.1% | $579.41M | — |
| CRS Carpenter Technology Corporatio | $1.05M | $524.58M | $525.63M | 3.0% | $813.70M | Industrials |
| VMC Vulcan Materials Company (Holdi | $1.05M | $481.76M | $482.81M | 2.8% | $523.11M | Basic Materials |
| IBKR Interactive Brokers Group, Inc. | $693,377 | $420.88M | $421.57M | 2.4% | $586.12M | Financial Services |
| APH Amphenol Corporation | $5.84M | $362.80M | $368.64M | 2.1% | $502.47M | Technology |
| CME CME Group Inc. | $8.02M | $349.37M | $357.39M | 2.0% | $279.52M | Financial Services |
| UBER Uber Technologies, Inc. | $4.84M | $334.64M | $339.49M | 1.9% | $342.93M | Technology |
| DVN Devon Energy Corporation | $3.42M | $328.35M | $331.76M | 1.9% | $265.37M | Energy |
| CRH CRH | $2.35M | $290.06M | $292.41M | 1.7% | $292.61M | — |
| CNQ Canadian Natural Resources Limi | $2.43M | $277.06M | $279.48M | 1.6% | $223.40M | Energy |
| MA Mastercard Incorporated | $16.59M | $229.67M | $246.26M | 1.4% | $257.49M | Financial Services |
| FERG Ferguson Enterprises Inc. | $1.80M | $147.95M | $149.75M | 0.9% | $147.14M | Industrials |
| LAMR Lamar Advertising Company | $201,263 | $137.90M | $138.10M | 0.8% | $170.79M | Real Estate |
| G0450A105 Arch Capital | $3.41M | $107.21M | $110.62M | 0.6% | — | — |
| NYT New York Times Company (The) | $1.59M | $81.38M | $82.97M | 0.5% | $71.13M | Communication Services |
| AWI Armstrong World Industries Inc | $1.16M | $73.84M | $74.99M | 0.4% | $71.97M | Industrials |
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 March 31, 2026. The combined disclosed value of V positions reported by both investment firms is approximately $1.32B, reflecting overlapping institutional exposure to Visa Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $3.02B | CME, IBKR, MA, MCO, V |
| Technology | $1.64B | APH, NVDA, UBER |
| Communication Services | $1.29B | GOOG, NYT |
| Other | $941.41M | CRH, G0450A105, LIN |
| Industrials | $750.37M | AWI, CRS, FERG |
| Consumer Cyclical | $725.21M | AMZN |
| Energy | $611.25M | CNQ, DVN |
| Basic Materials | $482.81M | VMC |
| Real Estate | $138.10M | LAMR |
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 ($1.32B combined).
- Highest average portfolio weight in overlap: V (7.3% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($299.24M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Egerton Capital UK increased between Q4 2001 and Q1 2001, with 21 shared holdings in the latest period ($9.61B combined reported value) versus 20 in the prior period ($9.88B).
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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