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 June 30, 2026).

Overlap Score

Limited overlap

Shared Holdings

12 shared positions across both portfolios (83 holdings for Jensen Investment Management, 88 for Viking Global Investors).

Stock	Jensen Investment Management value	Viking Global Investors value	Combined value	Conviction	Est. current value	Sector
TSM Taiwan Semiconductor Manufactur	$7.59M	$1.51B	$1.52B	2.3%	$1.38B	Technology
SHW Sherwin-Williams Company (The)	$185.60M	$1.33B	$1.52B	4.2%	$1.42B	Basic Materials
APD Air Products and Chemicals, Inc	$1.61M	$1.39B	$1.39B	2.0%	$1.35B	Basic Materials
AMZN Amazon.com, Inc.	$251.24M	$882.06M	$1.13B	4.3%	$1.21B	Consumer Cyclical
META Meta Platforms, Inc.	$61.66M	$1.05B	$1.11B	2.3%	$1.32B	Communication Services
MCD McDonald's Corporation	$60.97M	$764.75M	$825.72M	1.8%	$758.31M	Consumer Cyclical
MSFT Microsoft Corporation	$274.97M	$544.09M	$819.06M	4.1%	$1.08B	Technology
RACE Ferrari	$998,482	$816.92M	$817.92M	1.2%	$897.56M	—
MSCI MSCI Inc.	$3.59M	$650.03M	$653.62M	1.0%	$645.25M	Financial Services
WAT Waters Corporation	$14.46M	$623.37M	$637.83M	1.1%	$717.07M	Healthcare
AON Aon Plc	$8.55M	$381.86M	$390.42M	0.7%	$347.99M	Financial Services
HD Home Depot, Inc. (The)	$281,086	$324.68M	$324.96M	0.5%	$276.40M	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 June 30, 2026. The combined disclosed value of TSM positions reported by both investment firms is approximately $1.52B, reflecting overlapping institutional exposure to Taiwan Semiconductor Manufactur.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Basic Materials	$2.91B	APD, SHW
Technology	$2.34B	MSFT, TSM
Consumer Cyclical	$2.28B	AMZN, HD, MCD
Communication Services	$1.11B	META
Financial Services	$1.04B	AON, MSCI
Other	$817.92M	RACE
Healthcare	$637.83M	WAT

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 ($1.52B combined).
Highest average portfolio weight in overlap: AMZN (4.3% conviction score).
Largest estimated mark-to-market gain since filing: MSFT ($265.16M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Jensen Investment Management and Viking Global Investors was unchanged between Q1 2001 and Q2 2001, with 12 shared holdings in the latest period ($11.15B combined reported value) versus 12 in the prior period ($11.05B).

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