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.
Lindsell Train & AKO Capital Portfolio Overlap
Shared 13F holdings between Lindsell Train and AKO Capital based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
9
Minimal overlap
Shared Holdings
4 shared positions across both portfolios (27 holdings for Lindsell Train, 26 for AKO Capital).
| Stock | Lindsell Train value | AKO Capital value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| FICO Fair Isaac Corporation | $266.27M | $135,804 | $266.40M | 5.6% | $413.77M | Technology |
| V Visa Inc. | $3.11M | $358,738 | $3.47M | 3.7% | $390.00M | Financial Services |
| CP Canadian Pacific Kansas City Li | $2.36M | $216,142 | $2.58M | 2.2% | $236.31M | Industrials |
| EFX Equifax, Inc. | $2.07M | $72,708 | $2.14M | 0.8% | $65.77M | Industrials |
Largest Shared Position
Fair Isaac Corporation (FICO) represents the largest overlapping position between Lindsell Train and AKO Capital based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of FICO positions reported by both investment firms is approximately $266.40M, reflecting overlapping institutional exposure to Fair Isaac Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $266.40M | FICO |
| Industrials | $4.72M | CP, EFX |
| Financial Services | $3.47M | V |
Consensus Smart Money Signals
Shared holdings between Lindsell Train 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: FICO ($266.40M combined).
- Highest average portfolio weight in overlap: FICO (5.6% conviction score).
- Largest estimated mark-to-market gain since filing: V ($386.53M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 4 shared holdings ($274.60M 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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- AKO Capital portfolio
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