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

Jensen Investment Management & Viking Global Investors Portfolio Overlap

Shared 13F holdings between Jensen Investment Management and Viking Global Investors based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Limited overlap

Shared Holdings

12 shared positions across both portfolios (82 holdings for Jensen Investment Management, 69 for Viking Global Investors).

Stock	Jensen Investment Management value	Viking Global Investors value	Combined value	Conviction	Est. current value	Sector
TSM Taiwan Semiconductor Manufactur	$5.55M	$1.51B	$1.51B	2.2%	$1.94B	Technology
AAPL Apple Inc.	$405.03M	$911.88M	$1.32B	5.3%	$1.54B	Technology
MSFT Microsoft Corporation	$433.47M	$854.89M	$1.29B	5.5%	$1.32B	Technology
MCD McDonald's Corporation	$85.86M	$1.13B	$1.21B	2.5%	$1.11B	Consumer Cyclical
SHW Sherwin-Williams Company (The)	$200.76M	$997.80M	$1.20B	3.4%	$1.17B	Basic Materials
APD Air Products and Chemicals, Inc	$2.24M	$1.19B	$1.19B	1.7%	$1.16B	Basic Materials
GOOGL Alphabet Inc.	$416.68M	$688.95M	$1.11B	5.1%	$1.40B	Communication Services
META Meta Platforms, Inc.	$195.18M	$607.93M	$803.11M	2.8%	$796.72M	Communication Services
AMZN Amazon.com, Inc.	$253.97M	$248.97M	$502.94M	2.9%	$573.53M	Consumer Cyclical
WAT Waters Corporation	$11.54M	$374.17M	$385.72M	0.7%	$462.40M	Healthcare
AON Aon Plc	$8.25M	$350.90M	$359.15M	0.6%	$363.50M	Financial Services
HD Home Depot, Inc. (The)	$480,837	$165.85M	$166.33M	0.2%	$165.61M	Consumer Cyclical

Largest Shared Position

Taiwan Semiconductor Manufactur (TSM) represents the largest overlapping position between Jensen Investment Management and Viking Global Investors based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of TSM positions reported by both investment firms is approximately $1.51B, reflecting overlapping institutional exposure to Taiwan Semiconductor Manufactur.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Technology	$4.12B	AAPL, MSFT, TSM
Basic Materials	$2.39B	APD, SHW
Communication Services	$1.91B	GOOGL, META
Consumer Cyclical	$1.88B	AMZN, HD, MCD
Healthcare	$385.72M	WAT
Financial Services	$359.15M	AON

Consensus Smart Money Signals

Shared holdings between Jensen Investment Management and Viking Global 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: TSM ($1.51B combined).
Highest average portfolio weight in overlap: MSFT (5.5% conviction score).
Largest estimated mark-to-market gain since filing: TSM ($422.16M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Jensen Investment Management and Viking Global Investors increased between Q4 2001 and Q1 2001, with 12 shared holdings in the latest period ($11.05B combined reported value) versus 10 in the prior period ($10.90B).

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