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.
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 June 30, 2026).
Overlap Score
46
Moderate overlap
Shared Holdings
5 shared positions across both portfolios (18 holdings for Akre Capital Management, 25 for Alapocas Investment Partners).
| Stock | Akre Capital Management value | Alapocas Investment Partners value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MA Mastercard Incorporated | $1.02B | $2.80M | $1.02B | 11.4% | $1.14B | Financial Services |
| MCO Moody's Corporation | $523.98M | $4.71M | $528.69M | 7.4% | $566.09M | Financial Services |
| V Visa Inc. | $381.13M | $10.26M | $391.39M | 8.7% | $415.42M | Financial Services |
| CPRT Copart, Inc. | $225.12M | $3.41M | $228.53M | 3.9% | $256.25M | Industrials |
| AMT American Tower Corporation (REI | $4.79M | $556,138 | $5.34M | 0.3% | $5.73M | 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 June 30, 2026. The combined disclosed value of MA positions reported by both investment firms is approximately $1.02B, reflecting overlapping institutional exposure to Mastercard Incorporated.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $1.94B | MA, MCO, V |
| Industrials | $228.53M | CPRT |
| Real Estate | $5.34M | 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 ($1.02B combined).
- Highest average portfolio weight in overlap: MA (11.4% conviction score).
- Largest estimated mark-to-market gain since filing: MA ($111.12M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Akre Capital Management and Alapocas Investment Partners was unchanged between Q1 2001 and Q2 2001, with 5 shared holdings in the latest period ($2.18B combined reported value) versus 5 in the prior period ($2.48B).
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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