Communication Services Sector Portfolio Overlap
Shared Communication Services sector holdings among 76 institutional investors and superinvestors tracked by InsiderSet based on the latest publicly available SEC Form 13F filings for the quarter ended March 31, 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 | $31.64B |
| GOOG Alphabet Inc. | 37 | $18.00B |
| META Meta Platforms, Inc. | 32 | $13.26B |
| DIS Walt Disney Company (The) | 20 | $2.80B |
| CMCSA Comcast Corporation | 14 | $5.60B |
| VZ Verizon Communications Inc. | 12 | $446.71M |
| NFLX Netflix, Inc. | 11 | $1.37B |
| LYV Live Nation Entertainment, Inc. | 9 | $717.49M |
| DASH DoorDash, Inc. | 8 | $1.08B |
| FWONK Liberty Media Corporation - Ser | 7 | $860.23M |
| CHTR Charter Communications, Inc. | 6 | $4.00B |
| OMC Omnicom Group Inc. | 6 | $699.89M |
| TME Tencent Music Entertainment Gro | 6 | $256.02M |
| TMUS T-Mobile US, Inc. | 5 | $1.98B |
| RBLX Roblox Corporation | 5 | $1.10B |
| RDDT Reddit, Inc. | 5 | $896.18M |
| MSGS Madison Square Garden Sports Co | 5 | $478.17M |
| BIDU Baidu, Inc. | 5 | $211.26M |
| WBD Warner Bros. Discovery, Inc. - | 5 | $116.44M |
| NYT New York Times Company (The) | 4 | $1.58B |
| TTWO Take-Two Interactive Software, | 4 | $515.00M |
| KT KT Corporation | 4 | $177.41M |
| PINS Pinterest, Inc. | 4 | $112.17M |
| FWONA Liberty Media Corporation - Ser | 4 | $84.38M |
| T AT&T Inc. | 4 | $59.92M |
| LILAK Liberty Latin America Ltd | 4 | $59.73M |
| FOXA Fox Corporation | 3 | $707.82M |
| FOX Fox Corporation | 3 | $677.12M |
| ROKU Roku, Inc. | 3 | $510.04M |
| NWSA News Corporation | 3 | $490.84M |
| TDS Telephone and Data Systems, Inc | 3 | $458.97M |
| LBRDK Liberty Broadband Corporation | 3 | $395.96M |
| NTES NetEase, Inc. | 3 | $394.84M |
| SPHR Sphere Entertainment Co. | 3 | $360.48M |
| Z Zillow Group, Inc. | 3 | $334.39M |
| IDT IDT Corporation | 3 | $69.51M |
| IRDM Iridium Communications Inc | 3 | $52.10M |
| ZG Zillow Group, Inc. | 3 | $51.87M |
| BATRK Atlanta Braves Holdings, Inc. - | 3 | $42.79M |
| LBRDA Liberty Broadband Corporation | 3 | $25.10M |
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).