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.
Parnassus Endeavor Fund & Eagle Capital Management Portfolio Overlap
Shared 13F holdings between Parnassus Endeavor Fund and Eagle Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
35
Limited overlap
Shared Holdings
22 shared positions across both portfolios (130 holdings for Parnassus Endeavor Fund, 60 for Eagle Capital Management).
| Stock | Parnassus Endeavor Fund value | Eagle Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $1.65B | $2.45B | $4.09B | 6.3% | $4.39B | Consumer Cyclical |
| MSFT Microsoft Corporation | $1.75B | $1.48B | $3.23B | 4.8% | $3.92B | Technology |
| GOOGL Alphabet Inc. | $1.96B | $275.56M | $2.24B | 3.1% | $2.15B | Communication Services |
| DHR Danaher Corporation | $699.86M | $1.25B | $1.95B | 3.0% | $2.01B | Healthcare |
| TSM Taiwan Semiconductor Manufactur | $171.78M | $1.65B | $1.82B | 3.0% | $2.11B | Technology |
| UNH UnitedHealth Group Incorporated | $81.50M | $1.59B | $1.67B | 2.8% | $2.55B | Healthcare |
| MELI MercadoLibre, Inc. | $16.62M | $1.36B | $1.38B | 2.3% | $1.50B | Consumer Cyclical |
| SPGI S&P Global Inc. | $597.95M | $606.24M | $1.20B | 1.8% | $1.20B | Financial Services |
| MA Mastercard Incorporated | $811.63M | $312.06M | $1.12B | 1.6% | $1.27B | Financial Services |
| META Meta Platforms, Inc. | $5.45M | $752.69M | $758.15M | 1.3% | $714.36M | Communication Services |
| ASML ASML | $2.33M | $572.51M | $574.83M | 1.0% | $717.74M | — |
| VMC Vulcan Materials Company (Holdi | $558.54M | $11.35M | $569.89M | 0.8% | $524.84M | Basic Materials |
| GEV GE Vernova Inc. | $530.90M | $21.30M | $552.20M | 0.7% | $467.70M | Utilities |
| MAR Marriott International | $543.64M | $6.15M | $549.79M | 0.7% | $557.87M | Consumer Cyclical |
| NFLX Netflix, Inc. | $1.73M | $514.44M | $516.17M | 0.9% | $393.26M | Communication Services |
| ORCL Oracle Corporation | $304.15M | $2.94M | $307.09M | 0.4% | $267.29M | Technology |
| JPM JP Morgan Chase & Co. | $184.19M | $326,223 | $184.51M | 0.2% | $197.81M | Financial Services |
| C Citigroup, Inc. | $114.89M | $4.66M | $119.55M | 0.2% | $114.06M | Financial Services |
| PTC PTC Inc. | $10.57M | $104.25M | $114.82M | 0.2% | $112.40M | Technology |
| V Visa Inc. | $106.95M | $1.11M | $108.06M | 0.1% | $115.52M | Financial Services |
| HLT Hilton Worldwide Holdings Inc. | $75.04M | $11.39M | $86.43M | 0.1% | $85.19M | Consumer Cyclical |
| WRB W.R. Berkley Corporation | $55.00M | $8.19M | $63.19M | 0.1% | $66.29M | Financial Services |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between Parnassus Endeavor Fund and Eagle Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $4.09B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Cyclical | $6.11B | AMZN, HLT, MAR, MELI |
| Technology | $5.47B | MSFT, ORCL, PTC, TSM |
| Healthcare | $3.61B | DHR, UNH |
| Communication Services | $3.51B | GOOGL, META, NFLX |
| Financial Services | $2.80B | C, JPM, MA, SPGI, V, WRB |
| Other | $574.83M | ASML |
| Basic Materials | $569.89M | VMC |
| Utilities | $552.20M | GEV |
Consensus Smart Money Signals
Shared holdings between Parnassus Endeavor Fund and Eagle Capital Management 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 ($4.09B combined).
- Highest average portfolio weight in overlap: AMZN (6.3% conviction score).
- Largest estimated mark-to-market gain since filing: UNH ($885.20M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 22 shared holdings ($22.27B 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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