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.

Investor AInvestor B

Matrix Advisors Value Fund & Lindsell Train Portfolio Overlap

Shared 13F holdings between Matrix Advisors Value Fund and Lindsell Train based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Limited overlap

Shared Holdings

9 shared positions across both portfolios (104 holdings for Matrix Advisors Value Fund, 27 for Lindsell Train).

Stock	Matrix Advisors Value Fund value	Lindsell Train value	Combined value	Conviction	Est. current value	Sector
GOOGL Alphabet Inc.	$1.13M	$490.19M	$491.31M	7.9%	$677.92M	Communication Services
INTU Intuit Inc.	$1.60M	$317.24M	$318.83M	5.1%	$289.80M	Technology
TMO Thermo Fisher Scientific Inc	$11.08M	$303.38M	$314.46M	5.3%	$280.43M	Healthcare
PEP Pepsico, Inc.	$37.47M	$198.33M	$235.80M	4.9%	$226.43M	Consumer Defensive
PYPL PayPal Holdings, Inc.	$12.09M	$189.04M	$201.13M	3.6%	$197.48M	Financial Services
NKE Nike, Inc.	$7.01M	$1.10M	$8.11M	0.3%	$6.43M	Consumer Cyclical
AXP American Express Company	$906,232	$2.72M	$3.63M	0.1%	$3.76M	Financial Services
V Visa Inc.	$347,368	$3.11M	$3.46M	0.1%	$3.73M	Financial Services
CL Colgate-Palmolive Company	$203,103	$852,300	$1.06M	0.0%	$1.09M	Consumer Defensive

Largest Shared Position

Alphabet Inc. (GOOGL) represents the largest overlapping position between Matrix Advisors Value Fund and Lindsell Train based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $491.31M, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Communication Services	$491.31M	GOOGL
Technology	$318.83M	INTU
Healthcare	$314.46M	TMO
Consumer Defensive	$236.86M	CL, PEP
Financial Services	$208.22M	AXP, PYPL, V
Consumer Cyclical	$8.11M	NKE

Consensus Smart Money Signals

Shared holdings between Matrix Advisors Value Fund and Lindsell Train 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: GOOGL ($491.31M combined).
Highest average portfolio weight in overlap: GOOGL (7.9% conviction score).
Largest estimated mark-to-market gain since filing: GOOGL ($186.61M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Matrix Advisors Value Fund and Lindsell Train increased between Q4 2001 and Q1 2001, with 9 shared holdings in the latest period ($1.58B combined reported value) versus 7 in the prior period ($2.03B).

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