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

AltaRock Partners & Meritage Group Portfolio Overlap

Shared 13F holdings between AltaRock Partners and Meritage Group based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Moderate overlap

Shared Holdings

2 shared positions across both portfolios (8 holdings for AltaRock Partners, 12 for Meritage Group).

Stock	AltaRock Partners value	Meritage Group value	Combined value	Conviction	Est. current value	Sector
AMZN Amazon.com, Inc.	$1.58B	$367.61M	$1.94B	26.2%	$2.39B	Consumer Cyclical
MSFT Microsoft Corporation	$691.31M	$476.96M	$1.17B	17.6%	$1.56B	Technology

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between AltaRock Partners and Meritage Group 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 $1.94B, reflecting overlapping institutional exposure to Amazon.com, Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Consumer Cyclical	$1.94B	AMZN
Technology	$1.17B	MSFT

Consensus Smart Money Signals

Shared holdings between AltaRock Partners and Meritage Group 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 ($1.94B combined).
Highest average portfolio weight in overlap: AMZN (26.2% conviction score).
Largest estimated mark-to-market gain since filing: AMZN ($449.04M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 2 shared holdings ($3.12B 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