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 & ShawSpring Partners Portfolio Overlap

Shared 13F holdings between Akre Capital Management and ShawSpring Partners based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

5

Minimal overlap

Shared Holdings

1 shared position across both portfolios (18 holdings for Akre Capital Management, 12 for ShawSpring Partners).

StockAkre Capital Management valueShawSpring Partners valueCombined valueConvictionEst. current valueSector
CSGP

CoStar Group, Inc.

$331.33M$13.68M$345.01M5.8%$365.49MReal Estate

Largest Shared Position

CoStar Group, Inc. (CSGP) represents the largest overlapping position between Akre Capital Management and ShawSpring Partners based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of CSGP positions reported by both investment firms is approximately $345.01M, reflecting overlapping institutional exposure to CoStar Group, Inc..

Shared Sector Exposure

SectorCombined valueShared holdings
Real Estate$345.01MCSGP

Consensus Smart Money Signals

Shared holdings between Akre Capital Management and ShawSpring 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: CSGP ($345.01M combined).
  • Highest average portfolio weight in overlap: CSGP (5.8% conviction score).
  • Largest estimated mark-to-market gain since filing: CSGP ($20.48M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 1 shared holdings ($431.13M combined reported value).

Overlap Score Guide

ScoreMeaning
85–100Extremely high shared conviction
65–84Strong overlap
45–64Moderate overlap
25–44Limited overlap
0–24Minimal overlap

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