Communication Services Sector Portfolio Overlap
Shared Communication Services sector holdings among 78 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 | $43.45B |
| GOOG Alphabet Inc. | 36 | $30.65B |
| META Meta Platforms, Inc. | 33 | $15.25B |
| DIS Walt Disney Company (The) | 19 | $2.19B |
| CMCSA Comcast Corporation | 13 | $3.98B |
| NFLX Netflix, Inc. | 12 | $1.61B |
| VZ Verizon Communications Inc. | 11 | $304.73M |
| LYV Live Nation Entertainment, Inc. | 9 | $572.48M |
| DASH DoorDash, Inc. | 8 | $2.00B |
| WBD Warner Bros. Discovery, Inc. - | 7 | $766.16M |
| MSGS Madison Square Garden Sports Co | 7 | $591.15M |
| CHTR Charter Communications, Inc. | 6 | $2.92B |
| RDDT Reddit, Inc. | 6 | $980.35M |
| FWONK Liberty Media Corporation - Ser | 6 | $770.79M |
| BIDU Baidu, Inc. | 6 | $201.19M |
| TTWO Take-Two Interactive Software, | 5 | $772.79M |
| OMC Omnicom Group Inc. | 5 | $705.11M |
| FOX Fox Corporation | 5 | $638.26M |
| TME Tencent Music Entertainment Gro | 5 | $132.20M |
| T AT&T Inc. | 5 | $76.18M |
| NYT New York Times Company (The) | 4 | $1.29B |
| RBLX Roblox Corporation | 4 | $893.78M |
| FOXA Fox Corporation | 4 | $764.05M |
| NWSA News Corporation | 4 | $528.02M |
| NTES NetEase, Inc. | 4 | $476.23M |
| SPHR Sphere Entertainment Co. | 4 | $339.31M |
| ROKU Roku, Inc. | 4 | $305.32M |
| LBRDK Liberty Broadband Corporation | 4 | $232.01M |
| KT KT Corporation | 4 | $131.05M |
| IRDM Iridium Communications Inc | 4 | $101.96M |
| FWONA Liberty Media Corporation - Ser | 4 | $84.54M |
| LILAK Liberty Latin America Ltd | 4 | $66.55M |
| BATRK Atlanta Braves Holdings, Inc. - | 4 | $58.82M |
| LILA Liberty Latin America Ltd | 4 | $12.45M |
| TMUS T-Mobile US, Inc. | 3 | $1.17B |
| TDS Telephone and Data Systems, Inc | 3 | $428.04M |
| IAC IAC Inc. | 3 | $165.89M |
| Z Zillow Group, Inc. | 3 | $110.17M |
| IDT IDT Corporation | 3 | $77.22M |
| PINS Pinterest, Inc. | 3 | $59.32M |
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).