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 June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

14 shared positions across both portfolios (2049 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.	$269.00M	$703.18M	$972.18M	11.7%	$1.05B	Communication Services
GOOGL Alphabet Inc.	$168.86M	$731.35M	$900.21M	11.8%	$984.84M	Communication Services
AAPL Apple Inc.	$572.48M	$28.07M	$600.55M	1.9%	$703.82M	Technology
BRK-B Berkshire Hathaway Inc. New	$123.72M	$430.20M	$553.92M	7.0%	$569.27M	Financial Services
PDD PDD Holdings Inc.	$296,348	$470.85M	$471.14M	7.4%	$391.32M	Consumer Cyclical
EWBC East West Bancorp, Inc.	$849,413	$296.40M	$297.25M	4.6%	$361.47M	Financial Services
BAC Bank of America Corporation	$60.68M	$146.15M	$206.83M	2.4%	$252.43M	Financial Services
OXY Occidental Petroleum Corporatio	$2.25M	$95.32M	$97.57M	1.5%	$83.10M	Energy
CROX Crocs, Inc.	$233,198	$73.65M	$73.88M	1.2%	$119.61M	Consumer Cyclical
TME Tencent Music Entertainment Gro	$599,965	$61.16M	$61.76M	1.0%	$62.16M	Communication Services
SPGI S&P Global Inc.	$3.61M	$51.66M	$55.27M	0.8%	$57.32M	Financial Services
MCO Moody's Corporation	$2.74M	$51.38M	$54.12M	0.8%	$60.18M	Financial Services
HRB H&R Block, Inc.	$955,677	$51.64M	$52.59M	0.8%	$69.93M	Consumer Cyclical
MSCI MSCI Inc.	$1.59M	$10.21M	$11.80M	0.2%	$12.43M	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 June 30, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $972.18M, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Communication Services	$1.93B	GOOG, GOOGL, TME
Financial Services	$1.18B	BAC, BRK-B, EWBC, MCO, MSCI, SPGI
Technology	$600.55M	AAPL
Consumer Cyclical	$597.62M	CROX, HRB, PDD
Energy	$97.57M	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 ($972.18M combined).
Highest average portfolio weight in overlap: GOOGL (11.8% conviction score).
Largest estimated mark-to-market gain since filing: AAPL ($103.27M 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