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 & AltaRock Partners Portfolio Overlap

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

Overlap Score

Limited overlap

Shared Holdings

3 shared positions across both portfolios (18 holdings for Akre Capital Management, 8 for AltaRock Partners).

Stock	Akre Capital Management value	AltaRock Partners value	Combined value	Conviction	Est. current value	Sector
MA Mastercard Incorporated	$1.14B	$261.24M	$1.40B	12.5%	$1.39B	Financial Services
MCO Moody's Corporation	$543.62M	$376.06M	$919.68M	9.0%	$904.19M	Financial Services
V Visa Inc.	$495.31M	$150.72M	$646.03M	5.9%	$696.28M	Financial Services

Largest Shared Position

Mastercard Incorporated (MA) represents the largest overlapping position between Akre Capital Management and AltaRock 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 $1.40B, reflecting overlapping institutional exposure to Mastercard Incorporated.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$2.97B	MA, MCO, V

Consensus Smart Money Signals

Shared holdings between Akre Capital Management and AltaRock 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 ($1.40B combined).
Highest average portfolio weight in overlap: MA (12.5% conviction score).
Largest estimated mark-to-market gain since filing: V ($50.25M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Akre Capital Management and AltaRock Partners was unchanged between Q4 2001 and Q1 2001, with 3 shared holdings in the latest period ($2.97B combined reported value) versus 3 in the prior period ($4.45B).

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