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 & Baupost Group Portfolio Overlap

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

Overlap Score

Limited overlap

Shared Holdings

2 shared positions across both portfolios (8 holdings for AltaRock Partners, 21 for Baupost Group).

Stock	AltaRock Partners value	Baupost Group value	Combined value	Conviction	Est. current value	Sector
AMZN Amazon.com, Inc.	$1.58B	$649,543	$1.58B	25.5%	$2.82B	Consumer Cyclical
V Visa Inc.	$150.72M	$211,978	$150.93M	3.9%	$390.91M	Financial Services

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between AltaRock Partners and Baupost Group 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	$150.93M	V

Consensus Smart Money Signals

Shared holdings between AltaRock Partners and Baupost 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 ($1.58B combined).
Highest average portfolio weight in overlap: AMZN (25.5% conviction score).
Largest estimated mark-to-market gain since filing: AMZN ($1.25B vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between AltaRock Partners and Baupost Group increased between Q4 2001 and Q1 2001, with 2 shared holdings in the latest period ($1.73B combined reported value) versus 1 in the prior period ($1.69B).

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