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 & Lindsell Train Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Lindsell Train based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
11
Minimal overlap
Shared Holdings
24 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 27 for Lindsell Train).
| Stock | Sequoia Financial Advisors value | Lindsell Train value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | $136.18M | $490.19M | $626.37M | 8.2% | $802.74M | Communication Services |
| TKO TKO Group Holdings, Inc. | $445,045 | $493.94M | $494.38M | 7.9% | $498.89M | Communication Services |
| INTU Intuit Inc. | $9.63M | $317.24M | $326.87M | 5.1% | $224.34M | Technology |
| DIS Walt Disney Company (The) | $11.37M | $309.03M | $320.40M | 5.0% | $331.47M | Communication Services |
| TMO Thermo Fisher Scientific Inc | $7.77M | $303.38M | $311.15M | 4.9% | $299.29M | Healthcare |
| FICO Fair Isaac Corporation | $1.01M | $266.27M | $267.28M | 4.2% | $284.75M | Technology |
| PEP Pepsico, Inc. | $18.69M | $198.33M | $217.02M | 3.2% | $198.34M | Consumer Defensive |
| MDLZ Mondelez International, Inc. | $2.47M | $205.31M | $207.78M | 3.3% | $223.64M | Consumer Defensive |
| PYPL PayPal Holdings, Inc. | $2.35M | $189.04M | $191.39M | 3.0% | $174.72M | Financial Services |
| EBAY eBay Inc. | $2.94M | $175.44M | $178.38M | 2.8% | $214.31M | Consumer Cyclical |
| V Visa Inc. | $80.33M | $3.11M | $83.44M | 0.3% | $89.33M | Financial Services |
| BF-B Brown Forman Inc | $417,625 | $41.67M | $42.09M | 0.7% | — | Consumer Defensive |
| KO Coca-Cola Company (The) | $20.86M | $912,600 | $21.77M | 0.1% | $22.75M | Consumer Defensive |
| AXP American Express Company | $18.28M | $2.72M | $21.00M | 0.1% | $21.57M | Financial Services |
| ORCL Oracle Corporation | $17.02M | $1.32M | $18.34M | 0.1% | $26.64M | Technology |
| CME CME Group Inc. | $8.02M | $2.04M | $10.05M | 0.1% | $8.76M | Financial Services |
| SPGI S&P Global Inc. | $3.44M | $3.10M | $6.54M | 0.1% | $6.53M | Financial Services |
| CL Colgate-Palmolive Company | $5.52M | $852,300 | $6.37M | 0.0% | $6.62M | Consumer Defensive |
| ADBE Adobe Inc. | $4.17M | $1.70M | $5.88M | 0.0% | $6.08M | Technology |
| CP Canadian Pacific Kansas City Li | $1.20M | $2.36M | $3.56M | 0.0% | $4.07M | Industrials |
| EFX Equifax, Inc. | $764,590 | $2.07M | $2.84M | 0.0% | $2.71M | Industrials |
| NKE Nike, Inc. | $1.47M | $1.10M | $2.57M | 0.0% | $2.09M | Consumer Cyclical |
| VRSK Verisk Analytics, Inc. | $708,322 | $1.59M | $2.30M | 0.0% | $2.20M | Industrials |
| EL Estee Lauder Companies, Inc. (T | $571,540 | $1.08M | $1.65M | 0.0% | $1.92M | Consumer Defensive |
Largest Shared Position
Alphabet Inc. (GOOGL) represents the largest overlapping position between Sequoia Financial Advisors and Lindsell Train based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $626.37M, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $1.44B | DIS, GOOGL, TKO |
| Technology | $618.36M | ADBE, FICO, INTU, ORCL |
| Consumer Defensive | $496.68M | BF-B, CL, EL, KO, MDLZ, PEP |
| Financial Services | $312.43M | AXP, CME, PYPL, SPGI, V |
| Healthcare | $311.15M | TMO |
| Consumer Cyclical | $180.96M | EBAY, NKE |
| Industrials | $8.70M | CP, EFX, VRSK |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Lindsell Train 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: GOOGL ($626.37M combined).
- Highest average portfolio weight in overlap: GOOGL (8.2% conviction score).
- Largest estimated mark-to-market gain since filing: GOOGL ($176.37M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 24 shared holdings ($3.37B 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 |
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