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.
Jensen Investment Management & Fundsmith Portfolio Overlap
Shared 13F holdings between Jensen Investment Management and Fundsmith based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
73
Strong overlap
Shared Holdings
18 shared positions across both portfolios (82 holdings for Jensen Investment Management, 41 for Fundsmith).
| Stock | Jensen Investment Management value | Fundsmith value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| SYK Stryker Corporation | $185.65M | $917.39M | $1.10B | 5.6% | $1.15B | Healthcare |
| GOOGL Alphabet Inc. | $284.86M | $633.74M | $918.60M | 5.8% | $886.34M | Communication Services |
| MSFT Microsoft Corporation | $274.97M | $595.61M | $870.58M | 5.5% | $1.13B | Technology |
| WAT Waters Corporation | $14.46M | $852.70M | $867.17M | 3.3% | $949.62M | Healthcare |
| MA Mastercard Incorporated | $178.59M | $639.46M | $818.04M | 4.5% | $924.81M | Financial Services |
| PG Procter & Gamble Company (The) | $126.18M | $598.05M | $724.23M | 3.7% | $714.55M | Consumer Defensive |
| META Meta Platforms, Inc. | $61.66M | $592.51M | $654.17M | 2.9% | $638.62M | Communication Services |
| CHD Church & Dwight Company, Inc. | $3.07M | $625.52M | $628.59M | 2.3% | $641.05M | Consumer Defensive |
| ADP Automatic Data Processing, Inc. | $18.47M | $582.62M | $601.10M | 2.4% | $753.71M | Technology |
| IDXX IDEXX Laboratories, Inc. | $55.65M | $536.91M | $592.56M | 2.6% | $626.88M | Healthcare |
| TSM Taiwan Semiconductor Manufactur | $7.59M | $548.46M | $556.05M | 2.1% | $487.80M | Technology |
| TXN Texas Instruments Incorporated | $371,693 | $536.28M | $536.65M | 2.0% | $475.96M | Technology |
| TJX TJX Companies, Inc. (The) | $76.23M | $344.30M | $420.53M | 2.2% | $390.08M | Consumer Cyclical |
| VEEV Veeva Systems Inc. | $79.77M | $144.95M | $224.73M | 1.5% | $313.91M | Healthcare |
| MSCI MSCI Inc. | $3.59M | $30.01M | $33.60M | 0.2% | $33.80M | Financial Services |
| CLX Clorox Company (The) | $4.56M | $25.89M | $30.46M | 0.2% | $34.05M | Consumer Defensive |
| MANH Manhattan Associates, Inc. | $565,355 | $24.09M | $24.65M | 0.1% | $37.99M | Technology |
| FICO Fair Isaac Corporation | $884,137 | $21.45M | $22.33M | 0.1% | $21.92M | Technology |
Largest Shared Position
Stryker Corporation (SYK) represents the largest overlapping position between Jensen Investment Management and Fundsmith based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of SYK positions reported by both investment firms is approximately $1.10B, reflecting overlapping institutional exposure to Stryker Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Healthcare | $2.79B | IDXX, SYK, VEEV, WAT |
| Technology | $2.61B | ADP, FICO, MANH, MSFT, TSM, TXN |
| Communication Services | $1.57B | GOOGL, META |
| Consumer Defensive | $1.38B | CHD, CLX, PG |
| Financial Services | $851.64M | MA, MSCI |
| Consumer Cyclical | $420.53M | TJX |
Consensus Smart Money Signals
Shared holdings between Jensen Investment Management and Fundsmith 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: SYK ($1.10B combined).
- Highest average portfolio weight in overlap: GOOGL (5.8% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($257.24M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Jensen Investment Management and Fundsmith increased between Q1 2001 and Q2 2001, with 18 shared holdings in the latest period ($9.63B combined reported value) versus 14 in the prior period ($9.23B).
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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