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.

Meritage Group & AKO Capital Portfolio Overlap

Shared 13F holdings between Meritage Group and AKO Capital based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

31

Limited overlap

Shared Holdings

3 shared positions across both portfolios (13 holdings for Meritage Group, 26 for AKO Capital).

StockMeritage Group valueAKO Capital valueCombined valueConvictionEst. current valueSector
MSFT

Microsoft Corporation

$470.31M$272,154$470.58M11.7%$770.77MTechnology
AMZN

Amazon.com, Inc.

$386.34M$360,551$386.70M11.0%$866.78MConsumer Cyclical
EFX

Equifax, Inc.

$27.79M$72,708$27.86M1.3%$90.50MIndustrials

Largest Shared Position

Microsoft Corporation (MSFT) represents the largest overlapping position between Meritage Group and AKO Capital based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $470.58M, reflecting overlapping institutional exposure to Microsoft Corporation.

Shared Sector Exposure

SectorCombined valueShared holdings
Technology$470.58MMSFT
Consumer Cyclical$386.70MAMZN
Industrials$27.86MEFX

Consensus Smart Money Signals

Shared holdings between Meritage Group 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: MSFT ($470.58M combined).
  • Highest average portfolio weight in overlap: MSFT (11.7% conviction score).
  • Largest estimated mark-to-market gain since filing: AMZN ($480.08M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Meritage Group and AKO Capital was unchanged between Q4 2001 and Q1 2001, with 3 shared holdings in the latest period ($885.15M combined reported value) versus 3 in the prior period ($1.07B).

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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