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 & Lone Pine Capital Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Lone Pine Capital based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
34
Limited overlap
Shared Holdings
33 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 35 for Lone Pine Capital).
| Stock | Sequoia Financial Advisors value | Lone Pine Capital value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| VST Vistra Corp. | $2.85M | $930.18M | $933.03M | 3.9% | $922.26M | Utilities |
| ASML ASML | $11.16M | $865.34M | $876.50M | 3.6% | $1.09B | — |
| CRS Carpenter Technology Corporatio | $2.24M | $716.54M | $718.78M | 3.0% | $917.54M | Industrials |
| LPLA LPL Financial Holdings Inc. | $841,123 | $616.69M | $617.53M | 2.6% | $696.30M | Financial Services |
| APP Applovin Corporation | $5.07M | $583.04M | $588.11M | 2.4% | $595.61M | Technology |
| TLN Talen Energy | $356,594 | $580.34M | $580.70M | 2.4% | $604.85M | — |
| TER Teradyne, Inc. | $4.41M | $555.23M | $559.64M | 2.3% | $687.85M | Technology |
| CVNA Carvana Co. | $1.23M | $551.65M | $552.88M | 2.3% | $108.96M | Consumer Cyclical |
| G6683N103 Nu Holdings | $2.69M | $546.22M | $548.91M | 2.3% | — | — |
| GLW Corning Incorporated | $15.61M | $505.56M | $521.17M | 2.1% | $511.03M | Technology |
| BN Brookfield Corporation | $50.50M | $453.63M | $504.12M | 2.0% | $520.94M | Financial Services |
| CLH Clean Harbors, Inc. | $295,165 | $503.20M | $503.49M | 2.1% | $556.90M | Industrials |
| MTZ MasTec, Inc. | $10.21M | $492.60M | $502.81M | 2.1% | $504.70M | Industrials |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $469.59M | $500.92M | 2.0% | $586.87M | Technology |
| THC Tenet Healthcare Corporation | $432,529 | $426.24M | $426.68M | 1.8% | $571.43M | Healthcare |
| COF Capital One Financial Corporati | $5.17M | $413.58M | $418.75M | 1.7% | $481.81M | Financial Services |
| ENTG Entegris, Inc. | $1.25M | $365.21M | $366.46M | 1.5% | $365.62M | Technology |
| USFD US Foods Holding Corp. | $1.13M | $350.03M | $351.16M | 1.5% | $382.80M | Consumer Defensive |
| MCK McKesson Corporation | $7.20M | $339.41M | $346.62M | 1.4% | $347.72M | Healthcare |
| PFGC Performance Food Group Company | $266,955 | $340.77M | $341.04M | 1.4% | $456.77M | Consumer Defensive |
| CIEN Ciena Corporation | $3.66M | $314.28M | $317.94M | 1.3% | $303.98M | Technology |
| GOOGL Alphabet Inc. | $168.86M | $53.94M | $222.79M | 0.7% | $220.23M | Communication Services |
| AGX Argan, Inc. | $412,061 | $214.12M | $214.53M | 0.9% | $228.27M | Industrials |
| V Visa Inc. | $95.19M | $28.04M | $123.23M | 0.4% | $135.60M | Financial Services |
| TDG Transdigm Group Incorporated | $9.06M | $41.35M | $50.41M | 0.2% | $53.10M | Industrials |
| MA Mastercard Incorporated | $16.74M | $28.58M | $45.32M | 0.2% | $51.84M | Financial Services |
| VMC Vulcan Materials Company (Holdi | $1.65M | $39.26M | $40.91M | 0.2% | $40.63M | Basic Materials |
| APH Amphenol Corporation | $8.58M | $28.19M | $36.77M | 0.1% | $43.43M | Technology |
| SPOT Spotify | $2.13M | $33.38M | $35.51M | 0.1% | $38.40M | — |
| HLT Hilton Worldwide Holdings Inc. | $3.80M | $27.14M | $30.94M | 0.1% | $32.44M | Consumer Cyclical |
| KKR KKR & Co. Inc. | $2.00M | $16.59M | $18.58M | 0.1% | $20.30M | Financial Services |
| BKNG Booking Holdings Inc. Common St | $5.84M | $10.13M | $15.97M | 0.1% | $6.80M | Consumer Cyclical |
| BSX Boston Scientific Corporation | $2.11M | $6.57M | $8.67M | 0.0% | $7.08M | Healthcare |
Largest Shared Position
Vistra Corp. (VST) represents the largest overlapping position between Sequoia Financial Advisors and Lone Pine Capital based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of VST positions reported by both investment firms is approximately $933.03M, reflecting overlapping institutional exposure to Vistra Corp..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $2.89B | APH, APP, CIEN, ENTG, GLW, TER, TSM |
| Other | $2.04B | ASML, G6683N103, SPOT, TLN |
| Industrials | $1.99B | AGX, CLH, CRS, MTZ, TDG |
| Financial Services | $1.73B | BN, COF, KKR, LPLA, MA, V |
| Utilities | $933.03M | VST |
| Healthcare | $781.96M | BSX, MCK, THC |
| Consumer Defensive | $692.20M | PFGC, USFD |
| Consumer Cyclical | $599.79M | BKNG, CVNA, HLT |
| Communication Services | $222.79M | GOOGL |
| Basic Materials | $40.91M | VMC |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Lone Pine Capital 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: VST ($933.03M combined).
- Highest average portfolio weight in overlap: VST (3.9% conviction score).
- Largest estimated mark-to-market gain since filing: ASML ($214.70M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 32 shared holdings ($11.50B 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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