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
95
Extremely high shared conviction
Shared Holdings
56 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 69 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 | $1.91B | $2.01B | 3.0% | $2.42B | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $1.51B | $1.54B | 2.2% | $1.83B | Technology |
| AAPL Apple Inc. | $572.48M | $911.88M | $1.48B | 2.8% | $1.72B | Technology |
| SCHW Charles Schwab Corporation (The | $30.23M | $1.38B | $1.41B | 2.1% | $1.58B | Financial Services |
| DIS Walt Disney Company (The) | $10.64M | $1.28B | $1.29B | 1.9% | $1.29B | Communication Services |
| FTV Fortive Corporation | $1.54M | $1.24B | $1.24B | 1.8% | $1.33B | Technology |
| APD Air Products and Chemicals, Inc | $2.50M | $1.19B | $1.19B | 1.7% | $1.21B | Basic Materials |
| MSFT Microsoft Corporation | $338.04M | $854.89M | $1.19B | 2.1% | $1.49B | Technology |
| MCD McDonald's Corporation | $38.96M | $1.13B | $1.17B | 1.7% | $1.02B | Consumer Cyclical |
| SHW Sherwin-Williams Company (The) | $23.60M | $997.80M | $1.02B | 1.5% | $1.08B | Basic Materials |
| TSLA Tesla, Inc. | $60.98M | $926.98M | $987.96M | 1.5% | $821.14M | Consumer Cyclical |
| JPM JP Morgan Chase & Co. | $127.95M | $795.41M | $923.36M | 1.5% | $1.09B | Financial Services |
| CVNA Carvana Co. | $1.23M | $873.99M | $875.22M | 1.3% | $174.53M | Consumer Cyclical |
| GOOGL Alphabet Inc. | $168.86M | $688.95M | $857.81M | 1.4% | $1.02B | Communication Services |
| TMO Thermo Fisher Scientific Inc | $7.43M | $819.88M | $827.31M | 1.2% | $966.45M | Healthcare |
| CSX CSX Corporation | $4.69M | $766.73M | $771.42M | 1.1% | $946.35M | Industrials |
| ICE Intercontinental Exchange Inc. | $2.35M | $760.75M | $763.10M | 1.1% | $740.44M | Financial Services |
| META Meta Platforms, Inc. | $154.91M | $607.93M | $762.85M | 1.3% | $744.65M | Communication Services |
| LII Lennox International, Inc. | $655,022 | $729.81M | $730.46M | 1.1% | $654.41M | Industrials |
| FDX FedEx Corporation | $4.34M | $688.20M | $692.54M | 1.0% | $598.21M | Industrials |
| GM General Motors Company | $4.81M | $683.68M | $688.49M | 1.0% | $821.00M | Consumer Cyclical |
| BA Boeing Company (The) | $13.94M | $636.11M | $650.05M | 0.9% | $704.71M | Industrials |
| PNC PNC Financial Services Group, I | $6.09M | $629.91M | $635.99M | 0.9% | $762.56M | Financial Services |
| TMUS T-Mobile US, Inc. | $3.77M | $623.24M | $627.00M | 0.9% | $516.37M | Communication Services |
| RRX Regal Rexnord Corporation | $5.93M | $588.53M | $594.46M | 0.9% | $650.12M | Industrials |
| MAA Mid-America Apartment Communiti | $580,416 | $585.98M | $586.56M | 0.8% | $635.57M | Real Estate |
| JCI Johnson Controls International | $5.55M | $578.79M | $584.34M | 0.8% | $653.79M | Industrials |
| HCA HCA Healthcare, Inc. | $1.79M | $508.80M | $510.59M | 0.7% | $434.69M | Healthcare |
| AMZN Amazon.com, Inc. | $260.58M | $248.97M | $509.56M | 1.0% | $621.58M | Consumer Cyclical |
| ATI ATI Inc. | $6.61M | $484.80M | $491.41M | 0.7% | $631.00M | Industrials |
| CLS Celestica, Inc. | $1.59M | $466.18M | $467.77M | 0.7% | $549.98M | Technology |
| CPT Camden Property Trust | $364,110 | $460.51M | $460.87M | 0.7% | $522.87M | Real Estate |
| CB Chubb Limited | $9.06M | $422.08M | $431.15M | 0.6% | $463.46M | Financial Services |
| BMRN BioMarin Pharmaceutical Inc. | $732,188 | $398.94M | $399.67M | 0.6% | $424.63M | Healthcare |
| SE Sea Limited | $633,394 | $392.29M | $392.92M | 0.6% | $506.35M | Consumer Cyclical |
| WAT Waters Corporation | $7.36M | $374.17M | $381.53M | 0.6% | $481.48M | Healthcare |
| AON Aon Plc | $5.85M | $350.90M | $356.75M | 0.5% | $398.32M | Financial Services |
| HAS Hasbro, Inc. | $287,512 | $349.96M | $350.25M | 0.5% | $351.56M | Consumer Cyclical |
| PGR Progressive Corporation (The) | $29.59M | $320.47M | $350.06M | 0.5% | $370.41M | Financial Services |
| RDDT Reddit, Inc. | $442,109 | $343.58M | $344.02M | 0.5% | $359.29M | Communication Services |
| AIG American International Group, I | $2.55M | $317.65M | $320.20M | 0.5% | $334.40M | Financial Services |
| COF Capital One Financial Corporati | $5.17M | $294.15M | $299.31M | 0.4% | $342.39M | Financial Services |
| DKS Dick's Sporting Goods Inc | $946,631 | $250.67M | $251.62M | 0.4% | $248.48M | Consumer Cyclical |
| HD Home Depot, Inc. (The) | $81.01M | $165.85M | $246.86M | 0.4% | $243.65M | Consumer Cyclical |
| AS Amer Sports | $2.12M | $239.34M | $241.46M | 0.3% | $260.40M | — |
| APG APi Group Corporation | $451,875 | $236.52M | $236.97M | 0.3% | $232.04M | Industrials |
| CBOE Cboe Global Markets, Inc. | $1.41M | $193.49M | $194.90M | 0.3% | $215.37M | Financial Services |
| AJG Arthur J. Gallagher & Co. | $34.39M | $157.55M | $191.94M | 0.3% | $218.80M | Financial Services |
| G76279101 Roivant Sciences | $430,626 | $184.27M | $184.70M | 0.3% | — | — |
| LULU lululemon athletica inc. | $556,873 | $150.12M | $150.68M | 0.2% | $117.14M | Consumer Cyclical |
| STLA Stellantis | $222,349 | $111.91M | $112.14M | 0.2% | $92.27M | — |
| WST West Pharmaceutical Services, I | $1.12M | $104.50M | $105.62M | 0.2% | $143.22M | Healthcare |
| IBKR Interactive Brokers Group, Inc. | $1.25M | $93.52M | $94.76M | 0.1% | $123.95M | Financial Services |
| EW Edwards Lifesciences Corporatio | $3.00M | $87.89M | $90.89M | 0.1% | $97.32M | Healthcare |
| RAL Ralliant | $273,339 | $88.79M | $89.06M | 0.1% | $139.80M | — |
| TWLO Twilio Inc. | $1.48M | $56.72M | $58.19M | 0.1% | $90.37M | Technology |
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 $2.01B, reflecting overlapping institutional exposure to Visa Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $7.98B | AIG, AJG, AON, CB, CBOE, COF, IBKR, ICE, JPM, PGR, PNC, SCHW, V |
| Technology | $5.99B | AAPL, CLS, FTV, MSFT, TSM, TWLO |
| Consumer Cyclical | $5.62B | AMZN, CVNA, DKS, GM, HAS, HD, LULU, MCD, SE, TSLA |
| Industrials | $4.75B | APG, ATI, BA, CSX, FDX, JCI, LII, RRX |
| Communication Services | $3.88B | DIS, GOOGL, META, RDDT, TMUS |
| Healthcare | $2.32B | BMRN, EW, HCA, TMO, WAT, WST |
| Basic Materials | $2.22B | APD, SHW |
| Real Estate | $1.05B | CPT, MAA |
| Other | $627.37M | AS, G76279101, RAL, STLA |
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 ($2.01B combined).
- Highest average portfolio weight in overlap: V (3.0% conviction score).
- Largest estimated mark-to-market gain since filing: V ($410.70M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 55 shared holdings ($34.27B 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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