Communication Services Sector Portfolio Overlap
Shared Communication Services sector holdings among 75 institutional investors and superinvestors tracked by InsiderSet based on the latest publicly available SEC Form 13F filings for the quarter ended June 30, 2026.
This page analyzes overlapping Communication Services sector positions across major hedge funds, asset managers, and long-term institutional investors to identify consensus smart money holdings, shared portfolio exposure, and high-conviction investment themes.
Investors can compare pairwise portfolio overlap, explore stocks held by multiple institutional investors, analyze ownership concentration trends, and identify the most widely owned Communication Services sector companies among leading investment firms.
Consensus Communication Services Holdings
Stocks in Communication Services held by two or more tracked superinvestors (ranked by number of filers, then combined reported value).
| Stock | Superinvestors | Combined reported value |
|---|---|---|
| GOOGL Alphabet Inc. | 46 | $30.75B |
| GOOG Alphabet Inc. | 36 | $18.24B |
| META Meta Platforms, Inc. | 31 | $13.27B |
| DIS Walt Disney Company (The) | 19 | $2.74B |
| CMCSA Comcast Corporation | 14 | $5.60B |
| VZ Verizon Communications Inc. | 12 | $420.41M |
| NFLX Netflix, Inc. | 11 | $1.36B |
| LYV Live Nation Entertainment, Inc. | 9 | $362.51M |
| DASH DoorDash, Inc. | 8 | $1.78B |
| MSGS Madison Square Garden Sports Co | 7 | $479.74M |
| CHTR Charter Communications, Inc. | 6 | $4.00B |
| FWONK Liberty Media Corporation - Ser | 6 | $772.32M |
| TMUS T-Mobile US, Inc. | 5 | $1.98B |
| RBLX Roblox Corporation | 5 | $1.10B |
| RDDT Reddit, Inc. | 5 | $899.17M |
| OMC Omnicom Group Inc. | 5 | $699.25M |
| BIDU Baidu, Inc. | 5 | $211.33M |
| TME Tencent Music Entertainment Gro | 5 | $132.23M |
| WBD Warner Bros. Discovery, Inc. - | 5 | $116.28M |
| TTWO Take-Two Interactive Software, | 4 | $515.48M |
| SPHR Sphere Entertainment Co. | 4 | $360.69M |
| KT KT Corporation | 4 | $177.35M |
| PINS Pinterest, Inc. | 4 | $112.32M |
| FWONA Liberty Media Corporation - Ser | 4 | $84.55M |
| LILAK Liberty Latin America Ltd | 4 | $59.70M |
| T AT&T Inc. | 4 | $54.97M |
| IRDM Iridium Communications Inc | 4 | $53.31M |
| BATRK Atlanta Braves Holdings, Inc. - | 4 | $43.07M |
| LILA Liberty Latin America Ltd | 4 | $16.22M |
| NYT New York Times Company (The) | 3 | $1.50B |
| FOXA Fox Corporation | 3 | $707.62M |
| FOX Fox Corporation | 3 | $677.09M |
| ROKU Roku, Inc. | 3 | $510.41M |
| NWSA News Corporation | 3 | $491.04M |
| TDS Telephone and Data Systems, Inc | 3 | $458.85M |
| LBRDK Liberty Broadband Corporation | 3 | $395.77M |
| NTES NetEase, Inc. | 3 | $395.31M |
| Z Zillow Group, Inc. | 3 | $334.39M |
| IDT IDT Corporation | 3 | $69.51M |
| BATRA Atlanta Braves Holdings, Inc. - | 3 | $23.83M |
Highest Communication Services Portfolio Overlap (Pairs)
Top superinvestor pairs ranked by overlap score within Communication Services only (shared symbols and reported values in this sector).