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

Akre Capital Management & Alapocas Investment Partners Portfolio Overlap

Shared 13F holdings between Akre Capital Management and Alapocas Investment Partners based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Limited overlap

Shared Holdings

5 shared positions across both portfolios (18 holdings for Akre Capital Management, 19 for Alapocas Investment Partners).

Stock	Akre Capital Management value	Alapocas Investment Partners value	Combined value	Conviction	Est. current value	Sector
MA Mastercard Incorporated	$1.14B	$2.36M	$1.14B	10.1%	$1.13B	Financial Services
MCO Moody's Corporation	$543.62M	$6.86M	$550.48M	6.8%	$540.64M	Financial Services
V Visa Inc.	$495.31M	$13.07M	$508.38M	8.5%	$546.31M	Financial Services
CPRT Copart, Inc.	$265.56M	$8.00M	$273.56M	4.9%	$264.11M	Industrials
AMT American Tower Corporation (REI	$8.76M	$810,821	$9.57M	0.3%	$9.38M	Real Estate

Largest Shared Position

Mastercard Incorporated (MA) represents the largest overlapping position between Akre Capital Management and Alapocas Investment Partners based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MA positions reported by both investment firms is approximately $1.14B, reflecting overlapping institutional exposure to Mastercard Incorporated.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$2.20B	MA, MCO, V
Industrials	$273.56M	CPRT
Real Estate	$9.57M	AMT

Consensus Smart Money Signals

Shared holdings between Akre Capital Management and Alapocas Investment 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: MA ($1.14B combined).
Highest average portfolio weight in overlap: MA (10.1% conviction score).
Largest estimated mark-to-market gain since filing: V ($37.93M vs reported combined value, where EOD data is available).

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