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.
AltaRock Partners & AKO Capital Portfolio Overlap
Shared 13F holdings between AltaRock Partners and AKO Capital based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
5 shared positions across both portfolios (8 holdings for AltaRock Partners, 26 for AKO Capital).
| Stock | AltaRock Partners value | AKO Capital value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $1.58B | $360,551 | $1.58B | 22.8% | $2.46B | Consumer Cyclical |
| MSFT Microsoft Corporation | $691.31M | $272,154 | $691.58M | 11.2% | $1.10B | Technology |
| MCO Moody's Corporation | $376.06M | $222,847 | $376.29M | 6.8% | $588.82M | Financial Services |
| MA Mastercard Incorporated | $261.24M | $77,743 | $261.32M | 4.0% | $335.28M | Financial Services |
| V Visa Inc. | $150.72M | $358,738 | $151.08M | 5.5% | $549.09M | Financial Services |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between AltaRock Partners and AKO Capital based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $1.58B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Cyclical | $1.58B | AMZN |
| Financial Services | $788.68M | MA, MCO, V |
| Technology | $691.58M | MSFT |
Consensus Smart Money Signals
Shared holdings between AltaRock Partners and AKO Capital 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 ($1.58B combined).
- Highest average portfolio weight in overlap: AMZN (22.8% conviction score).
- Largest estimated mark-to-market gain since filing: AMZN ($879.73M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 5 shared holdings ($3.06B 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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