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.

Joho Capital & Causeway Capital Management Portfolio Overlap

Shared 13F holdings between Joho Capital and Causeway Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

5

Minimal overlap

Shared Holdings

2 shared positions across both portfolios (8 holdings for Joho Capital, 115 for Causeway Capital Management).

StockJoho Capital valueCauseway Capital Management valueCombined valueConvictionEst. current valueSector
TSM

Taiwan Semiconductor Manufactur

$90.79M$254.09M$344.88M12.4%$307.89MTechnology
MSFT

Microsoft Corporation

$107.06M$223,812$107.28M12.2%$142.48MTechnology

Largest Shared Position

Taiwan Semiconductor Manufactur (TSM) represents the largest overlapping position between Joho Capital and Causeway Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of TSM positions reported by both investment firms is approximately $344.88M, reflecting overlapping institutional exposure to Taiwan Semiconductor Manufactur.

Shared Sector Exposure

SectorCombined valueShared holdings
Technology$452.16MMSFT, TSM

Consensus Smart Money Signals

Shared holdings between Joho Capital and Causeway 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: TSM ($344.88M combined).
  • Highest average portfolio weight in overlap: TSM (12.4% conviction score).
  • Largest estimated mark-to-market gain since filing: MSFT ($35.20M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Joho Capital and Causeway Capital Management was unchanged between Q1 2001 and Q2 2001, with 2 shared holdings in the latest period ($452.16M combined reported value) versus 2 in the prior period ($350.49M).

Overlap Score Guide

ScoreMeaning
85–100Extremely high shared conviction
65–84Strong overlap
45–64Moderate overlap
25–44Limited overlap
0–24Minimal overlap

Related Overlap Pages