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.

Third Point & Eagle Capital Management Portfolio Overlap

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

Overlap Score

29

Limited overlap

Shared Holdings

7 shared positions across both portfolios (33 holdings for Third Point, 49 for Eagle Capital Management).

StockThird Point valueEagle Capital Management valueCombined valueConvictionEst. current valueSector
AMZN

Amazon.com, Inc.

$404.04M$8,543$404.05M11.4%$523.27MConsumer Cyclical
TSM

Taiwan Semiconductor Manufactur

$92.94M$5,123$92.94M3.2%$117.33MTechnology
GOOGL

Alphabet Inc.

$50.32M$12,509$50.34M3.7%$86.70MCommunication Services
GLD

SPDR Gold Trust

$40.88M$871$40.88M1.2%$40.49M
NVDA

NVIDIA Corporation

$33.14M$2,365$33.14M1.3%$45.87MTechnology
AVGO

Broadcom Inc.

$15.48M$16,894$15.49M3.7%$44.47MTechnology
SMH

VanEck Semiconductor ETF

$15.34M$1,274$15.34M0.6%$24.10M

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between Third Point and Eagle Capital Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $404.05M, reflecting overlapping institutional exposure to Amazon.com, Inc..

Shared Sector Exposure

SectorCombined valueShared holdings
Consumer Cyclical$404.05MAMZN
Technology$141.57MAVGO, NVDA, TSM
Other$56.22MGLD, SMH
Communication Services$50.34MGOOGL

Consensus Smart Money Signals

Shared holdings between Third Point and Eagle Capital Management 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: AMZN ($404.05M combined).
  • Highest average portfolio weight in overlap: AMZN (11.4% conviction score).
  • Largest estimated mark-to-market gain since filing: AMZN ($119.21M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Third Point and Eagle Capital Management increased between Q4 2001 and Q1 2001, with 7 shared holdings in the latest period ($652.18M combined reported value) versus 4 in the prior period ($1.63B).

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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