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 & AltaRock Partners Portfolio Overlap
Shared 13F holdings between Matrix Advisors Value Fund and AltaRock Partners based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
51
Moderate overlap
Shared Holdings
4 shared positions across both portfolios (106 holdings for Matrix Advisors Value Fund, 8 for AltaRock Partners).
| Stock | Matrix Advisors Value Fund value | AltaRock Partners value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $31.89M | $1.58B | $1.61B | 20.4% | $2.02B | Consumer Cyclical |
| MSFT Microsoft Corporation | $64.49M | $691.31M | $755.79M | 11.0% | $1.01B | Technology |
| V Visa Inc. | $384,142 | $150.72M | $151.10M | 1.8% | $182.00M | Financial Services |
| GOOGL Alphabet Inc. | $1.40M | $12.48M | $13.87M | 0.2% | $16.36M | Communication Services |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between Matrix Advisors Value Fund and AltaRock Partners based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $1.61B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Cyclical | $1.61B | AMZN |
| Technology | $755.79M | MSFT |
| Financial Services | $151.10M | V |
| Communication Services | $13.87M | GOOGL |
Consensus Smart Money Signals
Shared holdings between Matrix Advisors Value Fund and AltaRock Partners 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 ($1.61B combined).
- Highest average portfolio weight in overlap: AMZN (20.4% conviction score).
- Largest estimated mark-to-market gain since filing: AMZN ($414.80M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 4 shared holdings ($2.52B combined reported value).
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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