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.
Mairs & Power Growth Fund & Giverny Capital Portfolio Overlap
Shared 13F holdings between Mairs & Power Growth Fund and Giverny Capital based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
30
Limited overlap
Shared Holdings
20 shared positions across both portfolios (239 holdings for Mairs & Power Growth Fund, 50 for Giverny Capital).
| Stock | Mairs & Power Growth Fund value | Giverny Capital value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $719.01M | $707,025 | $719.72M | 3.7% | $810.13M | Technology |
| GOOG Alphabet Inc. | $462.31M | $178.11M | $640.42M | 5.7% | $816.57M | Communication Services |
| V Visa Inc. | $254.16M | $119.79M | $373.95M | 3.5% | $400.34M | Financial Services |
| META Meta Platforms, Inc. | $185.73M | $176.11M | $361.84M | 4.2% | $375.04M | Communication Services |
| JPM JP Morgan Chase & Co. | $310.10M | $15.38M | $325.49M | 1.9% | $345.64M | Financial Services |
| AAPL Apple Inc. | $306.68M | $3.82M | $310.50M | 1.6% | $376.01M | Technology |
| LFUS Littelfuse, Inc. | $245.93M | $27.39M | $273.32M | 1.8% | $368.35M | Technology |
| BRK-B Berkshire Hathaway Inc. New | $11.47M | $181.44M | $192.90M | 3.4% | — | Financial Services |
| SCHW Charles Schwab Corporation (The | $23.28M | $144.37M | $167.65M | 2.8% | $158.49M | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $164.33M | $2.75M | $167.08M | 0.9% | $205.25M | Technology |
| MEDP Medpace Holdings, Inc. | $41.16M | $122.97M | $164.13M | 2.5% | $155.26M | Healthcare |
| GOOGL Alphabet Inc. | $16.04M | $100.21M | $116.24M | 1.9% | $148.97M | Communication Services |
| ADP Automatic Data Processing, Inc. | $25.28M | $85.15M | $110.43M | 1.7% | $126.07M | Technology |
| DIS Walt Disney Company (The) | $23.12M | $51.71M | $74.83M | 1.1% | $77.41M | Communication Services |
| ADI Analog Devices, Inc. | $206,155 | $54.42M | $54.62M | 1.0% | $68.92M | Technology |
| SPY SPDR S&P 500 | $17.68M | $1.61M | $19.29M | 0.1% | $21.87M | — |
| MA Mastercard Incorporated | $259,823 | $14.02M | $14.28M | 0.3% | $14.04M | Financial Services |
| BRK-A Berkshire Hathaway Inc. | $3.59M | $7.90M | $11.49M | 0.2% | — | Financial Services |
| GLD SPDR Gold Trust | $615,315 | $1.67M | $2.28M | 0.0% | $2.10M | — |
| RSP Invesco S&P 500 Equal Weight ET | $1.03M | $1.17M | $2.21M | 0.0% | $2.39M | — |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Mairs & Power Growth Fund and Giverny Capital based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $719.72M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.64B | AAPL, ADI, ADP, LFUS, MSFT, TSM |
| Communication Services | $1.19B | DIS, GOOG, GOOGL, META |
| Financial Services | $1.09B | BRK-A, BRK-B, JPM, MA, SCHW, V |
| Healthcare | $164.13M | MEDP |
| Other | $23.77M | GLD, RSP, SPY |
Consensus Smart Money Signals
Shared holdings between Mairs & Power Growth Fund and Giverny 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: MSFT ($719.72M combined).
- Highest average portfolio weight in overlap: GOOG (5.7% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($176.15M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Mairs & Power Growth Fund and Giverny Capital increased between Q4 2001 and Q1 2001, with 20 shared holdings in the latest period ($4.10B combined reported value) versus 18 in the prior period ($4.58B).
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 |
Related Overlap Pages
- Mairs & Power Growth Fund portfolio
- Giverny Capital portfolio
- Situational Awareness Partners & Aquamarine Zurich AG Shared Holdings
- Situational Awareness Partners & TCI Fund Management Shared Holdings
- Situational Awareness Partners & Polen Capital Management Shared Holdings
- Situational Awareness Partners & Dodge & Cox Stock Fund Shared Holdings
- Situational Awareness Partners & Trian Fund Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings