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.
Alapocas Investment Partners & Disciplined Growth Investors Portfolio Overlap
Shared 13F holdings between Alapocas Investment Partners and Disciplined Growth Investors based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
4
Minimal overlap
Shared Holdings
3 shared positions across both portfolios (20 holdings for Alapocas Investment Partners, 61 for Disciplined Growth Investors).
| Stock | Alapocas Investment Partners value | Disciplined Growth Investors value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| ALGN Align Technology, Inc. | $5.71M | $133.00M | $138.71M | 3.5% | $149.31M | Healthcare |
| TREX Trex Company, Inc. | $3.48M | $24.71M | $28.19M | 1.6% | $37.52M | Industrials |
| AAPL Apple Inc. | $13.52M | $251,760 | $13.77M | 5.1% | $16.75M | Technology |
Largest Shared Position
Align Technology, Inc. (ALGN) represents the largest overlapping position between Alapocas Investment Partners and Disciplined Growth Investors based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of ALGN positions reported by both investment firms is approximately $138.71M, reflecting overlapping institutional exposure to Align Technology, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Healthcare | $138.71M | ALGN |
| Industrials | $28.19M | TREX |
| Technology | $13.77M | AAPL |
Consensus Smart Money Signals
Shared holdings between Alapocas Investment Partners and Disciplined Growth Investors 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: ALGN ($138.71M combined).
- Highest average portfolio weight in overlap: AAPL (5.1% conviction score).
- Largest estimated mark-to-market gain since filing: ALGN ($10.59M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Alapocas Investment Partners and Disciplined Growth Investors was unchanged between Q4 2001 and Q1 2001, with 3 shared holdings in the latest period ($180.68M combined reported value) versus 3 in the prior period ($186.32M).
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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- Disciplined Growth Investors portfolio
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