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

Thiel Macro LLC & Dodge & Cox Stock Fund Portfolio Overlap

Shared 13F holdings between Thiel Macro LLC and Dodge & Cox Stock Fund based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

2 shared positions across both portfolios (7 holdings for Thiel Macro LLC, 212 for Dodge & Cox Stock Fund).

Stock	Thiel Macro LLC value	Dodge & Cox Stock Fund value	Combined value	Conviction	Est. current value	Sector
AMZN Amazon.com, Inc.	$117.98M	$3.98B	$4.10B	15.3%	$4.45B	Consumer Cyclical
AEP American Electric Power Company	$42.22M	$1.19B	$1.23B	5.4%	$1.09B	Utilities

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between Thiel Macro LLC and Dodge & Cox Stock Fund 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 $4.10B, reflecting overlapping institutional exposure to Amazon.com, Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Consumer Cyclical	$4.10B	AMZN
Utilities	$1.23B	AEP

Consensus Smart Money Signals

Shared holdings between Thiel Macro LLC and Dodge & Cox Stock Fund 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 ($4.10B combined).
Highest average portfolio weight in overlap: AMZN (15.3% conviction score).
Largest estimated mark-to-market gain since filing: AMZN ($349.06M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 2 shared holdings ($5.33B 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