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.
Egerton Capital UK & AltaRock Partners Portfolio Overlap
Shared 13F holdings between Egerton Capital UK and AltaRock Partners based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
42
Limited overlap
Shared Holdings
4 shared positions across both portfolios (22 holdings for Egerton Capital UK, 8 for AltaRock Partners).
| Stock | Egerton Capital UK value | AltaRock Partners value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $851.69M | $1.37B | $2.22B | 20.5% | $2.44B | Consumer Cyclical |
| V Visa Inc. | $1.46B | $286.98M | $1.75B | 10.9% | $1.86B | Financial Services |
| MCO Moody's Corporation | $771.88M | $137.06M | $908.94M | 5.6% | $973.24M | Financial Services |
| MA Mastercard Incorporated | $186.69M | $392.65M | $579.34M | 5.6% | $642.16M | Financial Services |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between Egerton Capital UK and AltaRock Partners based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $2.22B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $3.24B | MA, MCO, V |
| Consumer Cyclical | $2.22B | AMZN |
Consensus Smart Money Signals
Shared holdings between Egerton Capital UK and AltaRock Partners 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 ($2.22B combined).
- Highest average portfolio weight in overlap: AMZN (20.5% conviction score).
- Largest estimated mark-to-market gain since filing: AMZN ($226.17M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Egerton Capital UK and AltaRock Partners was unchanged between Q1 2001 and Q2 2001, with 4 shared holdings in the latest period ($5.46B combined reported value) versus 4 in the prior period ($5.00B).
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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