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.

Situational Awareness Partners & Viking Global Investors Portfolio Overlap

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

Overlap Score

3

Minimal overlap

Shared Holdings

1 shared position across both portfolios (20 holdings for Situational Awareness Partners, 69 for Viking Global Investors).

StockSituational Awareness Partners valueViking Global Investors valueCombined valueConvictionEst. current valueSector
TSM

Taiwan Semiconductor Manufactur

$7.58M$1.51B$1.52B2.3%$1.81BTechnology

Largest Shared Position

Taiwan Semiconductor Manufactur (TSM) represents the largest overlapping position between Situational Awareness Partners 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 $1.52B, reflecting overlapping institutional exposure to Taiwan Semiconductor Manufactur.

Shared Sector Exposure

SectorCombined valueShared holdings
Technology$1.52BTSM

Consensus Smart Money Signals

Shared holdings between Situational Awareness Partners 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: TSM (2.3% conviction score).
  • Largest estimated mark-to-market gain since filing: TSM ($297.97M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Situational Awareness Partners and Viking Global Investors was unchanged between Q4 2001 and Q1 2001, with 1 shared holdings in the latest period ($1.52B combined reported value) versus 1 in the prior period ($235.62M).

Overlap Score Guide

ScoreMeaning
85–100Extremely high shared conviction
65–84Strong overlap
45–64Moderate overlap
25–44Limited overlap
0–24Minimal overlap

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