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.
Bill & Melinda Gates Foundation Trust & Jensen Investment Management Portfolio Overlap
Shared 13F holdings between Bill & Melinda Gates Foundation Trust and Jensen Investment Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
16
Minimal overlap
Shared Holdings
4 shared positions across both portfolios (24 holdings for Bill & Melinda Gates Foundation Trust, 83 for Jensen Investment Management).
| Stock | Bill & Melinda Gates Foundation Trust value | Jensen Investment Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| WM Waste Management, Inc. | $5.96B | $140.65M | $6.10B | 10.4% | $5.77B | Industrials |
| ECL Ecolab Inc. | $1.45B | $16.28M | $1.47B | 2.3% | $1.42B | Basic Materials |
| HD Home Depot, Inc. (The) | $352.68M | $281,086 | $352.96M | 0.5% | $300.22M | Consumer Cyclical |
| MCD McDonald's Corporation | $90.53M | $60.97M | $151.50M | 0.9% | $139.13M | Consumer Cyclical |
Largest Shared Position
Waste Management, Inc. (WM) represents the largest overlapping position between Bill & Melinda Gates Foundation Trust and Jensen Investment Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of WM positions reported by both investment firms is approximately $6.10B, reflecting overlapping institutional exposure to Waste Management, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Industrials | $6.10B | WM |
| Basic Materials | $1.47B | ECL |
| Consumer Cyclical | $504.46M | HD, MCD |
Consensus Smart Money Signals
Shared holdings between Bill & Melinda Gates Foundation Trust and Jensen Investment Management 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: WM ($6.10B combined).
- Highest average portfolio weight in overlap: WM (10.4% conviction score).
Historical Overlap Trend
The overlap between Bill & Melinda Gates Foundation Trust and Jensen Investment Management increased between Q1 2001 and Q2 2001, with 4 shared holdings in the latest period ($8.07B combined reported value) versus 3 in the prior period ($8.10B).
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
- Bill & Melinda Gates Foundation Trust portfolio
- Jensen Investment Management portfolio
- Duquesne Family Office Llc & Thiel Macro LLC Shared Holdings
- Duquesne Family Office Llc & Situational Awareness Partners Shared Holdings
- Duquesne Family Office Llc & Aquamarine Zurich AG Shared Holdings
- Duquesne Family Office Llc & TCI Fund Management Shared Holdings
- Duquesne Family Office Llc & Polen Capital Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings