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
41
Limited overlap
Shared Holdings
21 shared positions across both portfolios (133 holdings for Parnassus Endeavor Fund, 56 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 | $2.71B | $4.36B | 6.3% | $4.64B | Consumer Cyclical |
| MSFT Microsoft Corporation | $1.75B | $1.39B | $3.13B | 4.5% | $4.15B | Technology |
| DHR Danaher Corporation | $699.86M | $1.78B | $2.48B | 3.7% | $2.76B | Healthcare |
| UNH UnitedHealth Group Incorporated | $81.50M | $2.40B | $2.48B | 3.8% | $2.25B | Healthcare |
| MELI MercadoLibre, Inc. | $16.62M | $2.39B | $2.40B | 3.7% | $2.53B | Consumer Cyclical |
| TSM Taiwan Semiconductor Manufactur | $171.78M | $2.11B | $2.28B | 3.5% | $2.08B | Technology |
| GOOGL Alphabet Inc. | $1.96B | $299.67M | $2.26B | 3.1% | $2.21B | Communication Services |
| SPGI S&P Global Inc. | $597.95M | $1.66B | $2.25B | 3.3% | $2.24B | Financial Services |
| MA Mastercard Incorporated | $811.63M | $1.38B | $2.19B | 3.2% | $2.41B | Financial Services |
| ASML ASML | $2.33M | $743.88M | $746.21M | 1.1% | $630.11M | — |
| META Meta Platforms, Inc. | $5.45M | $726.51M | $731.97M | 1.1% | $865.11M | Communication Services |
| GEV GE Vernova Inc. | $530.90M | $22.46M | $553.36M | 0.7% | $442.90M | Utilities |
| MAR Marriott International | $543.64M | $5.96M | $549.60M | 0.7% | $502.63M | Consumer Cyclical |
| ORCL Oracle Corporation | $304.15M | $2.93M | $307.08M | 0.4% | $309.30M | Technology |
| JPM JP Morgan Chase & Co. | $184.19M | $363,009 | $184.55M | 0.2% | $197.15M | Financial Services |
| C Citigroup, Inc. | $114.89M | $5.75M | $120.64M | 0.2% | $113.58M | Financial Services |
| V Visa Inc. | $106.95M | $397,984 | $107.35M | 0.1% | $115.24M | Financial Services |
| HLT Hilton Worldwide Holdings Inc. | $75.04M | $8.13M | $83.17M | 0.1% | $76.95M | Consumer Cyclical |
| WRB W.R. Berkley Corporation | $55.00M | $8.71M | $63.71M | 0.1% | $63.22M | Financial Services |
| PTC PTC Inc. | $10.57M | $1.21M | $11.78M | 0.0% | $14.09M | Technology |
| NFLX Netflix, Inc. | $1.73M | $4.30M | $6.03M | 0.0% | $6.06M | Communication 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 $4.36B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Cyclical | $7.39B | AMZN, HLT, MAR, MELI |
| Technology | $5.74B | MSFT, ORCL, PTC, TSM |
| Healthcare | $4.96B | DHR, UNH |
| Financial Services | $4.92B | C, JPM, MA, SPGI, V, WRB |
| Communication Services | $3.00B | GOOGL, META, NFLX |
| Other | $746.21M | ASML |
| Utilities | $553.36M | 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 ($4.36B combined).
- Highest average portfolio weight in overlap: AMZN (6.3% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($1.01B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Parnassus Endeavor Fund and Eagle Capital Management decreased between Q1 2001 and Q2 2001, with 21 shared holdings in the latest period ($27.31B combined reported value) versus 22 in the prior period ($22.27B).
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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