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.

Investor AInvestor B

Parnassus Endeavor Fund & Fundsmith Portfolio Overlap

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

Overlap Score

Limited overlap

Shared Holdings

14 shared positions across both portfolios (133 holdings for Parnassus Endeavor Fund, 41 for Fundsmith).

Stock	Parnassus Endeavor Fund value	Fundsmith value	Combined value	Conviction	Est. current value	Sector
GOOGL Alphabet Inc.	$1.96B	$633.74M	$2.60B	5.0%	$2.54B	Communication Services
MSFT Microsoft Corporation	$1.75B	$595.61M	$2.34B	4.5%	$3.10B	Technology
SYK Stryker Corporation	$605.91M	$917.39M	$1.52B	4.2%	$1.33B	Healthcare
MAR Marriott International	$543.64M	$958.26M	$1.50B	4.2%	$1.37B	Consumer Cyclical
MA Mastercard Incorporated	$811.63M	$639.46M	$1.45B	3.4%	$1.60B	Financial Services
GEV GE Vernova Inc.	$530.90M	$481.50M	$1.01B	2.5%	$810.30M	Utilities
PG Procter & Gamble Company (The)	$359.02M	$598.05M	$957.08M	2.7%	$955.45M	Consumer Defensive
V Visa Inc.	$106.95M	$692.98M	$799.93M	2.7%	$858.69M	Financial Services
TSM Taiwan Semiconductor Manufactur	$171.78M	$548.46M	$720.24M	2.2%	$655.54M	Technology
META Meta Platforms, Inc.	$5.45M	$592.51M	$597.96M	2.2%	$706.73M	Communication Services
IDXX IDEXX Laboratories, Inc.	$15.47M	$536.91M	$552.38M	2.0%	$536.86M	Healthcare
NFLX Netflix, Inc.	$1.73M	$499.11M	$500.84M	1.8%	$503.58M	Communication Services
ORLY O'Reilly Automotive, Inc.	$53.00M	$14.98M	$67.98M	0.1%	$62.54M	Consumer Cyclical
MSCI MSCI Inc.	$11.70M	$30.01M	$41.70M	0.1%	$41.17M	Financial Services

Largest Shared Position

Alphabet Inc. (GOOGL) represents the largest overlapping position between Parnassus Endeavor Fund and Fundsmith based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $2.60B, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Communication Services	$3.70B	GOOGL, META, NFLX
Technology	$3.06B	MSFT, TSM
Financial Services	$2.29B	MA, MSCI, V
Healthcare	$2.08B	IDXX, SYK
Consumer Cyclical	$1.57B	MAR, ORLY
Utilities	$1.01B	GEV
Consumer Defensive	$957.08M	PG

Consensus Smart Money Signals

Shared holdings between Parnassus Endeavor Fund and Fundsmith 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: GOOGL ($2.60B combined).
Highest average portfolio weight in overlap: GOOGL (5.0% conviction score).
Largest estimated mark-to-market gain since filing: MSFT ($758.62M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Parnassus Endeavor Fund and Fundsmith increased between Q1 2001 and Q2 2001, with 14 shared holdings in the latest period ($14.67B combined reported value) versus 11 in the prior period ($13.38B).

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