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 & Dodge & Cox Stock Fund Portfolio Overlap
Shared 13F holdings between Situational Awareness Partners and Dodge & Cox Stock Fund based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
1
Minimal overlap
Shared Holdings
3 shared positions across both portfolios (20 holdings for Situational Awareness Partners, 216 for Dodge & Cox Stock Fund).
| Stock | Situational Awareness Partners value | Dodge & Cox Stock Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufactur | $7.58M | $36.43M | $44.01M | 0.1% | $52.66M | Technology |
| GLW Corning Incorporated | $718,330 | $4.94M | $5.66M | 0.0% | $7.98M | Technology |
| NVDA NVIDIA Corporation | $497,912 | $592,960 | $1.09M | 0.0% | $1.41M | Technology |
Largest Shared Position
Taiwan Semiconductor Manufactur (TSM) represents the largest overlapping position between Situational Awareness Partners and Dodge & Cox Stock Fund 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 $44.01M, reflecting overlapping institutional exposure to Taiwan Semiconductor Manufactur.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $50.76M | GLW, NVDA, TSM |
Consensus Smart Money Signals
Shared holdings between Situational Awareness Partners and Dodge & Cox Stock Fund 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 ($44.01M combined).
- Highest average portfolio weight in overlap: TSM (0.1% conviction score).
- Largest estimated mark-to-market gain since filing: TSM ($8.65M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 3 shared holdings ($50.76M combined reported value).
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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