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 & AKO Capital Portfolio Overlap
Shared 13F holdings between Alapocas Investment Partners and AKO Capital based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
36
Limited overlap
Shared Holdings
6 shared positions across both portfolios (20 holdings for Alapocas Investment Partners, 26 for AKO Capital).
| Stock | Alapocas Investment Partners value | AKO Capital value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $15.59M | $360,551 | $15.95M | 9.6% | $438.27M | Consumer Cyclical |
| V Visa Inc. | $11.07M | $358,738 | $11.43M | 7.9% | $443.09M | Financial Services |
| RACE Ferrari | $6.12M | $310,801 | $6.43M | 5.5% | $363.65M | — |
| MCO Moody's Corporation | $6.10M | $222,847 | $6.32M | 4.6% | $257.42M | Financial Services |
| CPRT Copart, Inc. | $5.72M | $9,099 | $5.73M | 2.3% | $13.40M | Industrials |
| MA Mastercard Incorporated | $2.12M | $77,743 | $2.20M | 1.6% | $86.22M | Financial Services |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between Alapocas Investment Partners and AKO Capital 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 $15.95M, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $19.95M | MA, MCO, V |
| Consumer Cyclical | $15.95M | AMZN |
| Other | $6.43M | RACE |
| Industrials | $5.73M | CPRT |
Consensus Smart Money Signals
Shared holdings between Alapocas Investment Partners and AKO Capital 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 ($15.95M combined).
- Highest average portfolio weight in overlap: AMZN (9.6% conviction score).
- Largest estimated mark-to-market gain since filing: V ($431.66M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Alapocas Investment Partners and AKO Capital was unchanged between Q4 2001 and Q1 2001, with 6 shared holdings in the latest period ($48.07M combined reported value) versus 6 in the prior period ($55.52M).
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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