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.
Matrix Advisors Value Fund & Egerton Capital UK Portfolio Overlap
Shared 13F holdings between Matrix Advisors Value Fund and Egerton Capital UK based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
58
Moderate overlap
Shared Holdings
6 shared positions across both portfolios (106 holdings for Matrix Advisors Value Fund, 22 for Egerton Capital UK).
| Stock | Matrix Advisors Value Fund value | Egerton Capital UK value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| V Visa Inc. | $384,142 | $1.46B | $1.46B | 7.6% | $1.55B | Financial Services |
| GOOG Alphabet Inc. | $47.99M | $1.16B | $1.21B | 7.9% | $1.18B | Communication Services |
| AMZN Amazon.com, Inc. | $31.89M | $851.69M | $883.58M | 5.7% | $973.70M | Consumer Cyclical |
| APH Amphenol Corporation | $538,834 | $858.09M | $858.63M | 4.4% | $813.78M | Technology |
| NVDA NVIDIA Corporation | $1.22M | $683.90M | $685.12M | 3.6% | $770.96M | Technology |
| AMAT Applied Materials, Inc. | $34.74M | $376.73M | $411.47M | 3.4% | $288.64M | Technology |
Largest Shared Position
Visa Inc. (V) represents the largest overlapping position between Matrix Advisors Value Fund and Egerton Capital UK based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of V positions reported by both investment firms is approximately $1.46B, reflecting overlapping institutional exposure to Visa Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.96B | AMAT, APH, NVDA |
| Financial Services | $1.46B | V |
| Communication Services | $1.21B | GOOG |
| Consumer Cyclical | $883.58M | AMZN |
Consensus Smart Money Signals
Shared holdings between Matrix Advisors Value Fund and Egerton Capital UK 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: V ($1.46B combined).
- Highest average portfolio weight in overlap: GOOG (7.9% conviction score).
- Largest estimated mark-to-market gain since filing: AMZN ($90.12M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Matrix Advisors Value Fund and Egerton Capital UK increased between Q1 2001 and Q2 2001, with 6 shared holdings in the latest period ($5.51B combined reported value) versus 5 in the prior period ($3.63B).
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 |
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- Egerton Capital UK portfolio
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