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 & 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
14
Minimal overlap
Shared Holdings
8 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 8 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 | $866.12M | $1.14B | 12.4% | $1.10B | Communication Services |
| GOOGL Alphabet Inc. | $168.86M | $908.90M | $1.08B | 12.7% | $1.05B | Communication Services |
| PDD PDD Holdings Inc. | $296,348 | $820.86M | $821.15M | 11.1% | $836.76M | Consumer Cyclical |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $554.59M | $678.31M | 7.8% | $690.25M | Financial Services |
| AAPL Apple Inc. | $572.48M | $32.00M | $604.49M | 1.9% | $704.01M | Technology |
| EWBC East West Bancorp, Inc. | $849,413 | $358.40M | $359.25M | 4.8% | $350.06M | Financial Services |
| CROX Crocs, Inc. | $233,198 | $107.02M | $107.25M | 1.4% | $109.35M | Consumer Cyclical |
| TME Tencent Music Entertainment Gro | $599,965 | $55.03M | $55.63M | 0.7% | $51.77M | Communication 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 $1.14B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $2.27B | GOOG, GOOGL, TME |
| Financial Services | $1.04B | BRK-B, EWBC |
| Consumer Cyclical | $928.41M | CROX, PDD |
| Technology | $604.49M | AAPL |
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 ($1.14B combined).
- Highest average portfolio weight in overlap: GOOGL (12.7% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($99.52M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Himalaya Capital Management decreased between Q1 2001 and Q2 2001, with 8 shared holdings in the latest period ($4.84B combined reported value) versus 13 in the prior period ($4.15B).
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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