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 & Himalaya Capital Management Portfolio Overlap

Shared 13F holdings between Sequoia Financial Advisors and Himalaya Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Minimal overlap

Shared Holdings

13 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 14 for Himalaya Capital Management).

Stock	Sequoia Financial Advisors value	Himalaya Capital Management value	Combined value	Conviction	Est. current value	Sector
GOOG Alphabet Inc.	$216.08M	$703.18M	$919.26M	11.6%	$1.17B	Communication Services
GOOGL Alphabet Inc.	$136.18M	$731.35M	$867.53M	11.8%	$1.11B	Communication Services
BRK-B Berkshire Hathaway Inc. New	$121.01M	$430.20M	$551.21M	7.1%	—	Financial Services
AAPL Apple Inc.	$492.48M	$28.07M	$520.55M	1.8%	$630.38M	Technology
PDD PDD Holdings Inc.	$971,937	$470.85M	$471.82M	7.4%	$392.81M	Consumer Cyclical
EWBC East West Bancorp, Inc.	$550,776	$296.40M	$296.95M	4.6%	$350.30M	Financial Services
BAC Bank of America Corporation	$48.10M	$146.15M	$194.25M	2.4%	$214.49M	Financial Services
OXY Occidental Petroleum Corporatio	$2.54M	$95.32M	$97.86M	1.5%	$85.71M	Energy
TME Tencent Music Entertainment Gro	$201,636	$61.16M	$61.36M	1.0%	$60.04M	Communication Services
SPGI S&P Global Inc.	$3.44M	$51.66M	$55.10M	0.8%	$54.99M	Financial Services
MCO Moody's Corporation	$2.37M	$51.38M	$53.76M	0.8%	$55.62M	Financial Services
HRB H&R Block, Inc.	$894,927	$51.64M	$52.53M	0.8%	$63.04M	Consumer Cyclical
MSCI MSCI Inc.	$1.47M	$10.21M	$11.68M	0.2%	$13.33M	Financial Services

Largest Shared Position

Alphabet Inc. (GOOG) represents the largest overlapping position between Sequoia Financial Advisors and Himalaya Capital Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $919.26M, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Communication Services	$1.85B	GOOG, GOOGL, TME
Financial Services	$1.16B	BAC, BRK-B, EWBC, MCO, MSCI, SPGI
Consumer Cyclical	$524.35M	HRB, PDD
Technology	$520.55M	AAPL
Energy	$97.86M	OXY

Consensus Smart Money Signals

Shared holdings between Sequoia Financial Advisors and Himalaya Capital 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: GOOG ($919.26M combined).
Highest average portfolio weight in overlap: GOOGL (11.8% conviction score).
Largest estimated mark-to-market gain since filing: GOOG ($252.84M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 13 shared holdings ($4.15B 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