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.

Investor AInvestor B

Sequoia Financial Advisors & Triple Frond Partners Portfolio Overlap

Shared 13F holdings between Sequoia Financial Advisors and Triple Frond Partners based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

13 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 13 for Triple Frond Partners).

Stock	Sequoia Financial Advisors value	Triple Frond Partners value	Combined value	Conviction	Est. current value	Sector
MSFT Microsoft Corporation	$338.04M	$131.49M	$469.53M	6.7%	$626.53M	Technology
GOOG Alphabet Inc.	$269.00M	$103.01M	$372.01M	5.3%	$361.85M	Communication Services
AMZN Amazon.com, Inc.	$260.58M	$103.06M	$363.65M	5.3%	$383.25M	Consumer Cyclical
ASML ASML	$11.16M	$236.58M	$247.74M	10.6%	$202.94M	—
META Meta Platforms, Inc.	$154.91M	$66.26M	$221.17M	3.3%	$267.91M	Communication Services
TDG Transdigm Group Incorporated	$9.06M	$141.92M	$150.98M	6.4%	$121.96M	Industrials
MA Mastercard Incorporated	$16.74M	$90.12M	$106.86M	4.1%	$117.70M	Financial Services
TRU TransUnion	$279,646	$59.00M	$59.28M	2.6%	$60.07M	Financial Services
DASH DoorDash, Inc.	$1.55M	$55.40M	$56.96M	2.5%	$60.05M	Communication Services
SPGI S&P Global Inc.	$3.61M	$47.53M	$51.14M	2.1%	$50.74M	Financial Services
LYV Live Nation Entertainment, Inc.	$1.04M	$36.30M	$37.34M	1.6%	$34.33M	Communication Services
CCCS CCC Intelligent Solutions Holdi	$123,918	$27.93M	$28.05M	1.2%	$48.99M	Technology
CHTR Charter Communications, Inc.	$674,803	$21.86M	$22.54M	1.0%	$21.14M	Communication Services

Largest Shared Position

Microsoft Corporation (MSFT) represents the largest overlapping position between Sequoia Financial Advisors and Triple Frond Partners based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $469.53M, reflecting overlapping institutional exposure to Microsoft Corporation.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Communication Services	$710.02M	CHTR, DASH, GOOG, LYV, META
Technology	$497.58M	CCCS, MSFT
Consumer Cyclical	$363.65M	AMZN
Other	$247.74M	ASML
Financial Services	$217.27M	MA, SPGI, TRU
Industrials	$150.98M	TDG

Consensus Smart Money Signals

Shared holdings between Sequoia Financial Advisors and Triple Frond Partners 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: MSFT ($469.53M combined).
Highest average portfolio weight in overlap: ASML (10.6% conviction score).
Largest estimated mark-to-market gain since filing: MSFT ($157.00M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sequoia Financial Advisors and Triple Frond Partners increased between Q1 2001 and Q2 2001, with 13 shared holdings in the latest period ($2.19B combined reported value) versus 12 in the prior period ($1.91B).

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