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 & Viking Global Investors Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Viking Global Investors based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
87
Extremely high shared conviction
Shared Holdings
62 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 75 for Viking Global Investors).
| Stock | Sequoia Financial Advisors value | Viking Global Investors value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| V Visa Inc. | $95.19M | $2.19B | $2.29B | 3.5% | $2.47B | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $1.51B | $1.54B | 2.3% | $1.39B | Technology |
| APD Air Products and Chemicals, Inc | $2.50M | $1.39B | $1.39B | 2.1% | $1.36B | Basic Materials |
| SHW Sherwin-Williams Company (The) | $23.60M | $1.33B | $1.36B | 2.1% | $1.27B | Basic Materials |
| FTV Fortive Corporation | $1.54M | $1.22B | $1.22B | 1.8% | $1.10B | Technology |
| META Meta Platforms, Inc. | $154.91M | $1.05B | $1.21B | 2.0% | $1.46B | Communication Services |
| AMZN Amazon.com, Inc. | $260.58M | $882.06M | $1.14B | 2.0% | $1.20B | Consumer Cyclical |
| JPM JP Morgan Chase & Co. | $127.95M | $949.06M | $1.08B | 1.7% | $1.15B | Financial Services |
| SCHW Charles Schwab Corporation (The | $30.23M | $981.65M | $1.01B | 1.5% | $1.15B | Financial Services |
| TMO Thermo Fisher Scientific Inc | $7.43M | $971.34M | $978.77M | 1.5% | $1.29B | Healthcare |
| LII Lennox International, Inc. | $655,022 | $911.54M | $912.19M | 1.4% | $571.69M | Industrials |
| MSFT Microsoft Corporation | $338.04M | $544.09M | $882.13M | 1.7% | $1.18B | Technology |
| RACE Ferrari | $2.04M | $816.92M | $818.96M | 1.2% | $914.85M | — |
| CVNA Carvana Co. | $1.23M | $811.05M | $812.29M | 1.2% | $812.54M | Consumer Cyclical |
| MCD McDonald's Corporation | $38.96M | $764.75M | $803.71M | 1.2% | $738.80M | Consumer Cyclical |
| BA Boeing Company (The) | $13.94M | $708.90M | $722.84M | 1.1% | $657.83M | Industrials |
| MAA Mid-America Apartment Communiti | $580,416 | $700.72M | $701.30M | 1.1% | $611.60M | Real Estate |
| DIS Walt Disney Company (The) | $10.64M | $689.00M | $699.64M | 1.1% | $765.79M | Communication Services |
| FDX FedEx Corporation | $4.34M | $673.85M | $678.19M | 1.0% | $662.49M | Industrials |
| MSCI MSCI Inc. | $1.59M | $650.03M | $651.62M | 1.0% | $639.32M | Financial Services |
| WAT Waters Corporation | $7.36M | $623.37M | $630.73M | 1.0% | $722.69M | Healthcare |
| JCI Johnson Controls International | $5.55M | $614.06M | $619.60M | 0.9% | $598.19M | Industrials |
| UNP Union Pacific Corporation | $13.24M | $556.87M | $570.12M | 0.9% | $592.08M | Industrials |
| SE Sea Limited | $633,394 | $543.34M | $543.98M | 0.8% | $574.86M | Consumer Cyclical |
| CPT Camden Property Trust | $364,110 | $516.73M | $517.09M | 0.8% | $455.85M | Real Estate |
| RRX Regal Rexnord Corporation | $5.93M | $500.62M | $506.55M | 0.8% | $314.62M | Industrials |
| BMRN BioMarin Pharmaceutical Inc. | $732,188 | $435.82M | $436.55M | 0.7% | $496.52M | Healthcare |
| IBKR Interactive Brokers Group, Inc. | $1.25M | $420.47M | $421.71M | 0.6% | $428.21M | Financial Services |
| DLR Digital Realty Trust, Inc. | $6.38M | $414.92M | $421.30M | 0.6% | $432.28M | Real Estate |
| HD Home Depot, Inc. (The) | $81.01M | $324.68M | $405.69M | 0.7% | $347.98M | Consumer Cyclical |
| MS Morgan Stanley | $58.54M | $339.19M | $397.73M | 0.7% | $387.22M | Financial Services |
| GM General Motors Company | $4.81M | $385.85M | $390.66M | 0.6% | $439.01M | Consumer Cyclical |
| AON Aon Plc | $5.85M | $381.86M | $387.72M | 0.6% | $346.06M | Financial Services |
| CVS CVS Health Corporation | $5.77M | $378.97M | $384.74M | 0.6% | $335.72M | Healthcare |
| ICE Intercontinental Exchange Inc. | $2.35M | $341.89M | $344.25M | 0.5% | $428.66M | Financial Services |
| QCOM QUALCOMM Incorporated | $28.36M | $279.81M | $308.17M | 0.5% | $314.70M | Technology |
| TSLA Tesla, Inc. | $60.98M | $230.41M | $291.39M | 0.5% | $253.70M | Consumer Cyclical |
| APTV Aptiv | $485,394 | $279.46M | $279.94M | 0.4% | $198.94M | — |
| RDDT Reddit, Inc. | $442,109 | $271.74M | $272.18M | 0.4% | $239.65M | Communication Services |
| HAS Hasbro, Inc. | $287,512 | $256.62M | $256.91M | 0.4% | $276.10M | Consumer Cyclical |
| SNOW Snowflake Inc. | $10.08M | $244.36M | $254.43M | 0.4% | $338.30M | Technology |
| AVB AvalonBay Communities, Inc. | $601,128 | $252.80M | $253.40M | 0.4% | $247.19M | Real Estate |
| DKS Dick's Sporting Goods Inc | $946,631 | $250.88M | $251.83M | 0.4% | $137.59M | Consumer Cyclical |
| EQH Equitable Holdings, Inc. | $304,835 | $236.90M | $237.21M | 0.4% | $292.13M | Financial Services |
| TTWO Take-Two Interactive Software, | $1.43M | $235.13M | $236.57M | 0.4% | $199.32M | Communication Services |
| ATI ATI Inc. | $6.61M | $227.43M | $234.04M | 0.4% | $218.06M | Industrials |
| ROIV Roivant Sciences | $430,626 | $221.95M | $222.38M | 0.3% | $251.22M | Healthcare |
| AS Amer Sports | $2.12M | $201.50M | $203.61M | 0.3% | $158.06M | — |
| BCE BCE, Inc. | $265,997 | $180.58M | $180.85M | 0.3% | $187.05M | Communication Services |
| USFD US Foods Holding Corp. | $1.13M | $177.34M | $178.47M | 0.3% | $160.86M | Consumer Defensive |
| CB Chubb Limited | $9.06M | $128.57M | $137.63M | 0.2% | $138.10M | Financial Services |
| UBS UBS Group | $2.50M | $120.77M | $123.26M | 0.2% | $125.85M | — |
| BTSG BrightSpring Health Services, I | $256,853 | $112.86M | $113.11M | 0.2% | $91.80M | Healthcare |
| NTRA Natera, Inc. | $1.16M | $106.05M | $107.21M | 0.2% | $144.67M | Healthcare |
| DB Deutsche Bank | $1.18M | $84.98M | $86.16M | 0.1% | $99.41M | — |
| COF Capital One Financial Corporati | $5.17M | $77.80M | $82.97M | 0.1% | $83.56M | Financial Services |
| CRBG Corebridge Financial Inc. | $420,167 | $76.71M | $77.13M | 0.1% | $93.97M | Financial Services |
| BRKR Bruker Corporation | $250,231 | $53.77M | $54.02M | 0.1% | $56.60M | Healthcare |
| CME CME Group Inc. | $5.74M | $33.78M | $39.53M | 0.1% | $48.53M | Financial Services |
| TW Tradeweb Markets Inc. | $7.69M | $31.32M | $39.00M | 0.1% | $39.94M | Financial Services |
| ALT Altimmune, Inc. | $98,147 | $20.37M | $20.47M | 0.0% | $21.81M | Healthcare |
| TOL Toll Brothers, Inc. | $1.51M | $18.10M | $19.61M | 0.0% | $15.99M | Consumer Cyclical |
Largest Shared Position
Visa Inc. (V) represents the largest overlapping position between Sequoia Financial Advisors and Viking Global Investors based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of V positions reported by both investment firms is approximately $2.29B, reflecting overlapping institutional exposure to Visa Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $7.19B | AON, CB, CME, COF, CRBG, EQH, IBKR, ICE, JPM, MS, MSCI, SCHW, TW, V |
| Consumer Cyclical | $4.92B | AMZN, CVNA, DKS, GM, HAS, HD, MCD, SE, TOL, TSLA |
| Industrials | $4.24B | ATI, BA, FDX, JCI, LII, RRX, UNP |
| Technology | $4.21B | FTV, MSFT, QCOM, SNOW, TSM |
| Healthcare | $2.95B | ALT, BMRN, BRKR, BTSG, CVS, NTRA, ROIV, TMO, WAT |
| Basic Materials | $2.75B | APD, SHW |
| Communication Services | $2.60B | BCE, DIS, META, RDDT, TTWO |
| Real Estate | $1.89B | AVB, CPT, DLR, MAA |
| Other | $1.51B | APTV, AS, DB, RACE, UBS |
| Consumer Defensive | $178.47M | USFD |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Viking Global Investors 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: V ($2.29B combined).
- Highest average portfolio weight in overlap: V (3.5% conviction score).
- Largest estimated mark-to-market gain since filing: TMO ($306.42M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Viking Global Investors increased between Q1 2001 and Q2 2001, with 62 shared holdings in the latest period ($32.44B combined reported value) versus 55 in the prior period ($34.27B).
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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