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 & Joho Capital Portfolio Overlap

Shared 13F holdings between AltaRock Partners and Joho Capital based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

71

Strong overlap

Shared Holdings

2 shared positions across both portfolios (8 holdings for AltaRock Partners, 9 for Joho Capital).

StockAltaRock Partners valueJoho Capital valueCombined valueConvictionEst. current valueSector
AMZN

Amazon.com, Inc.

$1.58B$55.57M$1.63B26.7%$2.07BConsumer Cyclical
MSFT

Microsoft Corporation

$691.31M$114.12M$805.43M23.9%$918.03MTechnology

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between AltaRock Partners and Joho 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 $1.63B, reflecting overlapping institutional exposure to Amazon.com, Inc..

Shared Sector Exposure

SectorCombined valueShared holdings
Consumer Cyclical$1.63BAMZN
Technology$805.43MMSFT

Consensus Smart Money Signals

Shared holdings between AltaRock Partners and Joho 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 ($1.63B combined).
  • Highest average portfolio weight in overlap: AMZN (26.7% conviction score).
  • Largest estimated mark-to-market gain since filing: AMZN ($437.73M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between AltaRock Partners and Joho Capital was unchanged between Q4 2001 and Q1 2001, with 2 shared holdings in the latest period ($2.44B combined reported value) versus 2 in the prior period ($2.93B).

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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