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 March 31, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
55 shared positions across both portfolios (1832 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. | $80.33M | $1.91B | $1.99B | 3.0% | $2.18B | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $1.51B | $1.53B | 2.2% | $1.96B | Technology |
| SCHW Charles Schwab Corporation (The | $32.24M | $1.38B | $1.41B | 2.1% | $1.42B | Financial Services |
| AAPL Apple Inc. | $492.48M | $911.88M | $1.40B | 2.7% | $1.64B | Technology |
| DIS Walt Disney Company (The) | $11.37M | $1.28B | $1.29B | 1.9% | $1.35B | Communication Services |
| FTV Fortive Corporation | $1.36M | $1.24B | $1.24B | 1.8% | $1.37B | Technology |
| APD Air Products and Chemicals, Inc | $2.50M | $1.19B | $1.19B | 1.7% | $1.16B | Basic Materials |
| MCD McDonald's Corporation | $44.65M | $1.13B | $1.17B | 1.7% | $1.07B | Consumer Cyclical |
| MSFT Microsoft Corporation | $308.27M | $854.89M | $1.16B | 2.1% | $1.19B | Technology |
| SHW Sherwin-Williams Company (The) | $44.52M | $997.80M | $1.04B | 1.6% | $1.02B | Basic Materials |
| TSLA Tesla, Inc. | $42.34M | $926.98M | $969.32M | 1.5% | $1.03B | Consumer Cyclical |
| JPM JP Morgan Chase & Co. | $110.21M | $795.41M | $905.63M | 1.5% | $1.03B | Financial Services |
| CVNA Carvana Co. | $1.18M | $873.99M | $875.16M | 1.3% | $174.99M | Consumer Cyclical |
| TMO Thermo Fisher Scientific Inc | $7.77M | $819.88M | $827.66M | 1.2% | $777.41M | Healthcare |
| GOOGL Alphabet Inc. | $136.18M | $688.95M | $825.14M | 1.4% | $1.04B | Communication Services |
| CSX CSX Corporation | $3.94M | $766.73M | $770.67M | 1.1% | $855.53M | Industrials |
| ICE Intercontinental Exchange Inc. | $3.83M | $760.75M | $764.57M | 1.1% | $654.27M | Financial Services |
| META Meta Platforms, Inc. | $150.96M | $607.93M | $758.89M | 1.3% | $752.85M | Communication Services |
| LII Lennox International, Inc. | $657,757 | $729.81M | $730.46M | 1.1% | $812.27M | Industrials |
| FDX FedEx Corporation | $5.51M | $688.20M | $693.71M | 1.0% | $634.79M | Industrials |
| GM General Motors Company | $4.96M | $683.68M | $688.64M | 1.0% | $735.60M | Consumer Cyclical |
| BA Boeing Company (The) | $11.92M | $636.11M | $648.03M | 0.9% | $734.64M | Industrials |
| PNC PNC Financial Services Group, I | $4.36M | $629.91M | $634.27M | 0.9% | $710.60M | Financial Services |
| TMUS T-Mobile US, Inc. | $3.89M | $623.24M | $627.13M | 0.9% | $541.38M | Communication Services |
| RRX Regal Rexnord Corporation | $359,687 | $588.53M | $588.89M | 0.8% | $696.63M | Industrials |
| MAA Mid-America Apartment Communiti | $269,189 | $585.98M | $586.25M | 0.8% | $639.01M | Real Estate |
| JCI Johnson Controls International | $4.23M | $578.79M | $583.02M | 0.8% | $639.43M | Industrials |
| HCA HCA Healthcare, Inc. | $2.89M | $508.80M | $511.68M | 0.7% | $419.69M | Healthcare |
| ATI ATI Inc. | $833,195 | $484.80M | $485.63M | 0.7% | $657.23M | Industrials |
| AMZN Amazon.com, Inc. | $233.00M | $248.97M | $481.97M | 1.0% | $549.61M | Consumer Cyclical |
| CLS Celestica, Inc. | $1.22M | $466.18M | $467.40M | 0.7% | $631.15M | Technology |
| CPT Camden Property Trust | $368,858 | $460.51M | $460.87M | 0.7% | $516.04M | Real Estate |
| CB Chubb Limited | $8.89M | $422.08M | $430.97M | 0.6% | $433.66M | Financial Services |
| BMRN BioMarin Pharmaceutical Inc. | $423,167 | $398.94M | $399.36M | 0.6% | $388.97M | Healthcare |
| SE Sea Limited | $632,217 | $392.29M | $392.92M | 0.6% | $431.02M | Consumer Cyclical |
| WAT Waters Corporation | $5.72M | $374.17M | $379.90M | 0.6% | $455.42M | Healthcare |
| CCL Carnival Corporation | $1.43M | $355.11M | $356.54M | 0.5% | $412.06M | Consumer Cyclical |
| AON Aon Plc | $5.13M | $350.90M | $356.03M | 0.5% | $360.35M | Financial Services |
| HAS Hasbro, Inc. | $419,724 | $349.96M | $350.38M | 0.5% | $312.46M | Consumer Cyclical |
| PGR Progressive Corporation (The) | $27.24M | $320.47M | $347.70M | 0.5% | $358.54M | Financial Services |
| RDDT Reddit, Inc. | $278,861 | $343.58M | $343.85M | 0.5% | $423.78M | Communication Services |
| AIG American International Group, I | $1.94M | $317.65M | $319.59M | 0.5% | $317.55M | Financial Services |
| COF Capital One Financial Corporati | $4.17M | $294.15M | $298.31M | 0.4% | $328.47M | Financial Services |
| DKS Dick's Sporting Goods Inc | $882,879 | $250.67M | $251.56M | 0.4% | $285.22M | Consumer Cyclical |
| AS Amer Sports | $1.64M | $239.34M | $240.98M | 0.3% | $256.94M | — |
| HD Home Depot, Inc. (The) | $72.04M | $165.85M | $237.89M | 0.4% | $236.87M | Consumer Cyclical |
| APG APi Group Corporation | $370,313 | $236.52M | $236.89M | 0.3% | $244.43M | Industrials |
| CBOE Cboe Global Markets, Inc. | $1.83M | $193.49M | $195.33M | 0.3% | $176.99M | Financial Services |
| AJG Arthur J. Gallagher & Co. | $30.29M | $157.55M | $187.83M | 0.3% | $187.41M | Financial Services |
| LULU lululemon athletica inc. | $738,527 | $150.12M | $150.86M | 0.2% | $110.13M | Consumer Cyclical |
| STLA Stellantis | $694,421 | $111.91M | $112.61M | 0.2% | $104.03M | — |
| WST West Pharmaceutical Services, I | $833,382 | $104.50M | $105.34M | 0.2% | $136.00M | Healthcare |
| IBKR Interactive Brokers Group, Inc. | $693,377 | $93.52M | $94.21M | 0.1% | $133.57M | Financial Services |
| EW Edwards Lifesciences Corporatio | $2.83M | $87.89M | $90.72M | 0.1% | $98.20M | Healthcare |
| TWLO Twilio Inc. | $1.21M | $56.72M | $57.92M | 0.1% | $86.60M | 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 March 31, 2026. The combined disclosed value of V positions reported by both investment firms is approximately $1.99B, reflecting overlapping institutional exposure to Visa Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $7.94B | AIG, AJG, AON, CB, CBOE, COF, IBKR, ICE, JPM, PGR, PNC, SCHW, V |
| Consumer Cyclical | $5.93B | AMZN, CCL, CVNA, DKS, GM, HAS, HD, LULU, MCD, SE, TSLA |
| Technology | $5.87B | AAPL, CLS, FTV, MSFT, TSM, TWLO |
| Industrials | $4.74B | APG, ATI, BA, CSX, FDX, JCI, LII, RRX |
| Communication Services | $3.85B | DIS, GOOGL, META, RDDT, TMUS |
| Healthcare | $2.31B | BMRN, EW, HCA, TMO, WAT, WST |
| Basic Materials | $2.24B | APD, SHW |
| Real Estate | $1.05B | CPT, MAA |
| Other | $353.59M | AS, 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 ($1.99B combined).
- Highest average portfolio weight in overlap: V (3.0% conviction score).
- Largest estimated mark-to-market gain since filing: TSM ($426.85M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Viking Global Investors decreased between Q4 2001 and Q1 2001, with 55 shared holdings in the latest period ($34.27B combined reported value) versus 58 in the prior period ($36.39B).
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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