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 & Muhlenkamp & Co Portfolio Overlap

Shared 13F holdings between Parnassus Endeavor Fund and Muhlenkamp & Co based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

7

Minimal overlap

Shared Holdings

3 shared positions across both portfolios (130 holdings for Parnassus Endeavor Fund, 29 for Muhlenkamp & Co).

StockParnassus Endeavor Fund valueMuhlenkamp & Co valueCombined valueConvictionEst. current valueSector
MSFT

Microsoft Corporation

$1.75B$12.19M$1.76B4.0%$2.13BTechnology
AAPL

Apple Inc.

$1.25B$15.88M$1.27B3.8%$1.46BTechnology
GEV

GE Vernova Inc.

$530.90M$1.24M$532.15M0.9%$445.14MUtilities

Largest Shared Position

Microsoft Corporation (MSFT) represents the largest overlapping position between Parnassus Endeavor Fund and Muhlenkamp & Co based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $1.76B, reflecting overlapping institutional exposure to Microsoft Corporation.

Shared Sector Exposure

SectorCombined valueShared holdings
Technology$3.03BAAPL, MSFT
Utilities$532.15MGEV

Consensus Smart Money Signals

Shared holdings between Parnassus Endeavor Fund and Muhlenkamp & Co 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 ($1.76B combined).
  • Highest average portfolio weight in overlap: MSFT (4.0% conviction score).
  • Largest estimated mark-to-market gain since filing: MSFT ($368.50M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 3 shared holdings ($2.77B combined reported value).

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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