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 June 30, 2026).
Overlap Score
9
Minimal overlap
Shared Holdings
25 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 28 for Lindsell Train).
| Stock | Sequoia Financial Advisors value | Lindsell Train value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | $168.86M | $459.88M | $628.74M | 9.2% | $611.07M | Communication Services |
| TKO TKO Group Holdings, Inc. | $563,069 | $422.52M | $423.08M | 8.0% | $397.84M | Communication Services |
| FICO Fair Isaac Corporation | $1.30M | $270.24M | $271.54M | 5.1% | $219.62M | Technology |
| TMO Thermo Fisher Scientific Inc | $7.43M | $257.96M | $265.38M | 4.9% | $348.46M | Healthcare |
| DIS Walt Disney Company (The) | $10.64M | $251.01M | $261.65M | 4.8% | $286.39M | Communication Services |
| INTU Intuit Inc. | $2.99M | $174.06M | $177.05M | 3.3% | $212.41M | Technology |
| PEP Pepsico, Inc. | $15.70M | $138.61M | $154.31M | 2.7% | $152.33M | Consumer Defensive |
| MDLZ Mondelez International, Inc. | $2.63M | $148.39M | $151.02M | 2.8% | $161.98M | Consumer Defensive |
| PYPL PayPal Holdings, Inc. | $1.98M | $136.56M | $138.54M | 2.6% | $169.86M | Financial Services |
| EBAY eBay Inc. | $3.65M | $124.71M | $128.37M | 2.4% | $129.69M | Consumer Cyclical |
| V Visa Inc. | $95.19M | $3.60M | $98.79M | 0.3% | $106.52M | Financial Services |
| KKR KKR & Co. Inc. | $2.00M | $61.29M | $63.28M | 1.2% | $67.70M | Financial Services |
| BF-B Brown Forman Inc | $247,477 | $36.76M | $37.01M | 0.7% | $36.80M | Consumer Defensive |
| KO Coca-Cola Company (The) | $23.05M | $975,240 | $24.02M | 0.1% | $26.03M | Consumer Defensive |
| AXP American Express Company | $20.53M | $2.57M | $23.10M | 0.1% | $21.25M | Financial Services |
| ORCL Oracle Corporation | $16.05M | $1.32M | $17.36M | 0.1% | $17.84M | Technology |
| CME CME Group Inc. | $5.74M | $1.52M | $7.27M | 0.0% | $8.92M | Financial Services |
| SPGI S&P Global Inc. | $3.61M | $3.01M | $6.62M | 0.1% | $6.57M | Financial Services |
| ADBE Adobe Inc. | $3.43M | $1.44M | $4.87M | 0.0% | $6.00M | Technology |
| CP Canadian Pacific Kansas City Li | $1.17M | $2.60M | $3.77M | 0.1% | $3.87M | Industrials |
| NKE Nike, Inc. | $1.76M | $862,050 | $2.62M | 0.0% | $2.32M | Consumer Cyclical |
| VRSK Verisk Analytics, Inc. | $839,155 | $1.71M | $2.54M | 0.0% | $2.50M | Industrials |
| EFX Equifax, Inc. | $646,107 | $1.87M | $2.52M | 0.0% | $2.56M | Industrials |
| EL Estee Lauder Companies, Inc. (T | $608,348 | $1.18M | $1.79M | 0.0% | $2.13M | Consumer Defensive |
| MSGS Madison Square Garden Sports Co | $214,583 | $1.13M | $1.34M | 0.0% | $1.32M | Communication Services |
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 June 30, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $628.74M, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $1.31B | DIS, GOOGL, MSGS, TKO |
| Technology | $470.82M | ADBE, FICO, INTU, ORCL |
| Consumer Defensive | $368.15M | BF-B, EL, KO, MDLZ, PEP |
| Financial Services | $337.61M | AXP, CME, KKR, PYPL, SPGI, V |
| Healthcare | $265.38M | TMO |
| Consumer Cyclical | $130.99M | EBAY, NKE |
| Industrials | $8.84M | 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 ($628.74M combined).
- Highest average portfolio weight in overlap: GOOGL (9.2% conviction score).
- Largest estimated mark-to-market gain since filing: TMO ($83.08M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Lindsell Train increased between Q1 2001 and Q2 2001, with 25 shared holdings in the latest period ($2.90B combined reported value) versus 24 in the prior period ($3.37B).
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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