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 & AltaRock Partners Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and AltaRock Partners based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
16
Minimal overlap
Shared Holdings
8 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 8 for AltaRock Partners).
| Stock | Sequoia Financial Advisors value | AltaRock Partners value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $233.00M | $1.58B | $1.81B | 19.8% | $2.10B | Consumer Cyclical |
| TDG Transdigm Group Incorporated | $7.65M | $1.05B | $1.06B | 12.8% | $1.20B | Industrials |
| MSFT Microsoft Corporation | $308.27M | $691.31M | $999.58M | 9.2% | $1.04B | Technology |
| MCO Moody's Corporation | $2.37M | $376.06M | $378.44M | 4.6% | $406.31M | Financial Services |
| MA Mastercard Incorporated | $16.59M | $261.24M | $277.83M | 3.2% | $290.50M | Financial Services |
| V Visa Inc. | $80.33M | $150.72M | $231.05M | 2.1% | $268.39M | Financial Services |
| GOOGL Alphabet Inc. | $136.18M | $12.48M | $148.66M | 0.5% | $186.73M | Communication Services |
| HLT Hilton Worldwide Holdings Inc. | $3.35M | $4.66M | $8.02M | 0.1% | $8.75M | Consumer Cyclical |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between Sequoia Financial Advisors and AltaRock Partners based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $1.81B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Cyclical | $1.82B | AMZN, HLT |
| Industrials | $1.06B | TDG |
| Technology | $999.58M | MSFT |
| Financial Services | $887.32M | MA, MCO, V |
| Communication Services | $148.66M | GOOGL |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and AltaRock Partners 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: AMZN ($1.81B combined).
- Highest average portfolio weight in overlap: AMZN (19.8% conviction score).
- Largest estimated mark-to-market gain since filing: AMZN ($290.40M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and AltaRock Partners was unchanged between Q4 2001 and Q1 2001, with 8 shared holdings in the latest period ($4.91B combined reported value) versus 8 in the prior period ($6.04B).
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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