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.
Sequoia Financial Advisors & Polen Capital Management Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Polen Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
68
Strong overlap
Shared Holdings
93 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 209 for Polen Capital Management).
| Stock | Sequoia Financial Advisors value | Polen Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $308.27M | $1.05B | $1.36B | 4.5% | $1.39B | Technology |
| NVDA NVIDIA Corporation | $467.38M | $715.78M | $1.18B | 3.8% | $1.39B | Technology |
| GOOG Alphabet Inc. | $216.08M | $845.27M | $1.06B | 3.5% | $1.34B | Communication Services |
| AMZN Amazon.com, Inc. | $233.00M | $811.57M | $1.04B | 3.5% | $1.19B | Consumer Cyclical |
| AVGO Broadcom Inc. | $198.14M | $834.92M | $1.03B | 3.4% | $1.31B | Technology |
| LLY Eli Lilly and Company | $131.81M | $841.18M | $972.99M | 3.3% | $1.18B | Healthcare |
| V Visa Inc. | $80.33M | $739.21M | $819.54M | 2.8% | $895.84M | Financial Services |
| MA Mastercard Incorporated | $16.59M | $770.17M | $786.76M | 2.7% | $776.26M | Financial Services |
| NOW ServiceNow, Inc. | $4.57M | $760.02M | $764.59M | 2.6% | $698.26M | Technology |
| ORCL Oracle Corporation | $17.02M | $739.12M | $756.13M | 2.6% | $943.33M | Technology |
| SHOP Shopify Inc. | $3.63M | $748.11M | $751.74M | 2.6% | $685.00M | Technology |
| CSGP CoStar Group, Inc. | $2.09M | $507.09M | $509.17M | 1.8% | $384.47M | Real Estate |
| MSCI MSCI Inc. | $1.47M | $501.01M | $502.48M | 1.7% | $556.44M | Financial Services |
| ZTS Zoetis Inc. | $2.47M | $499.21M | $501.68M | 1.7% | $327.89M | Healthcare |
| AAPL Apple Inc. | $492.48M | $1.03M | $493.51M | 1.4% | $575.49M | Technology |
| SBUX Starbucks Corporation | $4.26M | $452.92M | $457.18M | 1.6% | $509.39M | Consumer Cyclical |
| AON Aon Plc | $5.13M | $437.06M | $442.20M | 1.5% | $447.55M | Financial Services |
| META Meta Platforms, Inc. | $150.96M | $272.71M | $423.67M | 1.4% | $420.30M | Communication Services |
| IDXX IDEXX Laboratories, Inc. | $2.64M | $390.97M | $393.61M | 1.4% | $382.54M | Healthcare |
| ACN Accenture plc | $32.49M | $268.63M | $301.12M | 1.0% | $236.92M | Technology |
| ABNB Airbnb, Inc. | $1.95M | $287.13M | $289.08M | 1.0% | $321.72M | Consumer Cyclical |
| ISRG Intuitive Surgical, Inc. | $5.24M | $279.74M | $284.98M | 1.0% | $248.62M | Healthcare |
| SNPS Synopsys, Inc. | $4.95M | $266.13M | $271.08M | 0.9% | $315.70M | Technology |
| LRCX Lam Research | $15.07M | $225.30M | $240.37M | 0.8% | $420.96M | — |
| UBER Uber Technologies, Inc. | $4.84M | $209.89M | $214.73M | 0.7% | $211.68M | Technology |
| ACWI iShares MSCI ACWI ETF | $165.75M | $42.40M | $208.15M | 0.6% | $234.39M | — |
| IWF iShares Russell 1000 Growth ETF | $12.41M | $173.49M | $185.90M | 0.6% | $53.02M | — |
| VUG Vanguard Growth ETF | $150.90M | $7.00M | $157.90M | 0.4% | $30.95M | — |
| GOOGL Alphabet Inc. | $136.18M | $8.11M | $144.29M | 0.4% | $182.54M | Communication Services |
| ROL Rollins, Inc. | $874,046 | $116.31M | $117.18M | 0.4% | $99.02M | Consumer Cyclical |
| SPY SPDR S&P 500 | $103.02M | $2.44M | $105.47M | 0.3% | $120.16M | — |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $59.04M | $81.39M | 0.3% | $104.08M | Technology |
| CRM Salesforce, Inc. | $66.90M | $226,859 | $67.13M | 0.2% | $55.75M | Technology |
| MELI MercadoLibre, Inc. | $2.52M | $59.57M | $62.08M | 0.2% | $58.59M | Consumer Cyclical |
| SPOT Spotify | $2.50M | $52.09M | $54.59M | 0.2% | $51.29M | — |
| SGOV iShares 0-3 Month Treasury Bond | $52.29M | $1.13M | $53.43M | 0.2% | $53.37M | — |
| TSLA Tesla, Inc. | $42.34M | $2.74M | $45.08M | 0.1% | $48.07M | Consumer Cyclical |
| BSX Boston Scientific Corporation | $3.03M | $36.38M | $39.41M | 0.1% | $28.23M | Healthcare |
| ABT Abbott Laboratories | $37.28M | $1.55M | $38.82M | 0.1% | $33.47M | Healthcare |
| NFLX Netflix, Inc. | $21.60M | $8.01M | $29.61M | 0.1% | $23.70M | Communication Services |
| ASML ASML | $7.33M | $21.23M | $28.55M | 0.1% | $40.38M | — |
| ACWX iShares MSCI ACWI ex U.S. ETF | $23.72M | $1.76M | $25.48M | 0.1% | $28.29M | — |
| G6683N103 Nu Holdings | $2.83M | $17.49M | $20.32M | 0.1% | — | — |
| BWXT BWX Technologies, Inc. | $10.55M | $7.80M | $18.34M | 0.1% | $18.21M | Industrials |
| INTU Intuit Inc. | $9.63M | $8.58M | $18.22M | 0.1% | $11.34M | Technology |
| SAP SAP SE | $3.10M | $11.42M | $14.51M | 0.0% | $13.46M | Technology |
| VT Vanguard Total World Stock Inde | $11.45M | $912,950 | $12.37M | 0.0% | $13.98M | — |
| CCJ Cameco Corporation | $10.15M | $2.20M | $12.34M | 0.0% | $12.01M | Energy |
| AGX Argan, Inc. | $248,366 | $9.79M | $10.04M | 0.0% | $13.27M | Industrials |
| BE Bloom Energy Corporation | $796,953 | $9.11M | $9.91M | 0.0% | $20.84M | Industrials |
| POWL Powell Industries, Inc. | $310,580 | $9.46M | $9.77M | 0.0% | $5.31M | Industrials |
| KTOS Kratos Defense & Security Solut | $7.65M | $2.06M | $9.72M | 0.0% | $7.74M | Industrials |
| MDT Medtronic | $4.29M | $5.26M | $9.54M | 0.0% | $8.61M | — |
| CW Curtiss-Wright Corporation | $7.84M | $811,895 | $8.65M | 0.0% | $9.88M | Industrials |
| ADBE Adobe Inc. | $4.17M | $2.88M | $7.06M | 0.0% | $5.70M | Technology |
| WTW Willis Towers Watson | $1.07M | $5.63M | $6.70M | 0.0% | $5.99M | — |
| FTAI FTAI Aviation | $5.81M | $431,690 | $6.24M | 0.0% | $7.07M | — |
| CRS Carpenter Technology Corporatio | $1.05M | $4.90M | $5.95M | 0.0% | $8.69M | Industrials |
| IBN ICICI Bank Limited | $2.65M | $3.06M | $5.71M | 0.0% | $6.14M | Financial Services |
| PAYC Paycom Software, Inc. | $605,271 | $3.75M | $4.35M | 0.0% | $4.43M | Technology |
| BIL SPDR Bloomberg 1-3 Month T-Bill | $3.95M | $209,489 | $4.16M | 0.0% | $4.16M | — |
| TME Tencent Music Entertainment Gro | $201,636 | $3.81M | $4.01M | 0.0% | $3.75M | Communication Services |
| SNDK SanDisk | $3.48M | $287,809 | $3.77M | 0.0% | $11.61M | — |
| CVNA Carvana Co. | $1.18M | $2.31M | $3.49M | 0.0% | $696,929 | Consumer Cyclical |
| G87110105 TechnipFMC | $997,007 | $2.37M | $3.37M | 0.0% | — | — |
| SE Sea Limited | $632,217 | $2.72M | $3.35M | 0.0% | $3.68M | Consumer Cyclical |
| VICR Vicor Corporation | $952,476 | $2.24M | $3.19M | 0.0% | $6.44M | Technology |
| G65163100 Joby Aviation | $88,168 | $2.43M | $2.52M | 0.0% | — | — |
| CELC Celcuity Inc. | $495,254 | $1.96M | $2.46M | 0.0% | $1.89M | Healthcare |
| LFUS Littelfuse, Inc. | $637,651 | $1.68M | $2.32M | 0.0% | $3.19M | Technology |
| HDB HDFC Bank Limited | $1.72M | $595,289 | $2.31M | 0.0% | $2.30M | Financial Services |
| PLPC Preformed Line Products Company | $254,506 | $1.99M | $2.24M | 0.0% | $3.02M | Industrials |
| FN Fabrinet | $1.23M | $1.01M | $2.24M | 0.0% | $2.51M | — |
| SOFI SoFi Technologies, Inc. | $464,903 | $1.64M | $2.11M | 0.0% | $2.31M | Financial Services |
| DLX Deluxe Corporation | $1.45M | $389,884 | $1.84M | 0.0% | $1.56M | Industrials |
| QXO QXO, Inc. | $1.61M | $207,639 | $1.82M | 0.0% | $1.55M | Technology |
| OUT Outfront Media | $343,679 | $1.36M | $1.71M | 0.0% | $2.00M | — |
| CAKE The Cheesecake Factory Incorpor | $247,293 | $1.36M | $1.61M | 0.0% | $2.22M | Consumer Cyclical |
| TWLO Twilio Inc. | $1.21M | $340,721 | $1.55M | 0.0% | $2.32M | Technology |
| MLI Mueller Industries, Inc. | $1.18M | $306,805 | $1.49M | 0.0% | $1.86M | Industrials |
| FLR Fluor Corporation | $493,324 | $980,163 | $1.47M | 0.0% | $1.64M | Industrials |
| STRL Sterling Infrastructure, Inc. | $388,536 | $1.04M | $1.43M | 0.0% | $2.94M | Industrials |
| LRN Stride, Inc. | $342,196 | $932,045 | $1.27M | 0.0% | $1.22M | Consumer Defensive |
| KTB Kontoor Brands, Inc. | $303,422 | $927,266 | $1.23M | 0.0% | $1.31M | Consumer Cyclical |
| FSLR First Solar, Inc. | $833,000 | $251,507 | $1.08M | 0.0% | $1.40M | Technology |
| IT Gartner, Inc. | $751,106 | $245,280 | $996,386 | 0.0% | $840,619 | Technology |
| AFRM Affirm Holdings, Inc. | $777,750 | $218,241 | $995,991 | 0.0% | $1.54M | Technology |
| NTRA Natera, Inc. | $735,782 | $253,787 | $989,569 | 0.0% | $1.12M | Healthcare |
| AA Alcoa Corporation | $415,081 | $329,992 | $745,073 | 0.0% | $693,413 | Basic Materials |
| MTSI MACOM Technology Solutions Hold | $436,590 | $236,060 | $672,650 | 0.0% | $1.11M | Technology |
| SN SharkNinja | $286,953 | $263,797 | $550,750 | 0.0% | $694,646 | — |
| TLN Talen Energy | $306,461 | $217,715 | $524,176 | 0.0% | $672,908 | — |
| OPEN Opendoor Technologies Inc | $64,781 | $81,778 | $146,559 | 0.0% | $139,356 | Real Estate |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Sequoia Financial Advisors and Polen Capital Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $1.36B, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $7.34B | AAPL, ACN, ADBE, AFRM, AVGO, CRM, FSLR, INTU, IT, LFUS, MSFT, MTSI, NOW, NVDA, ORCL, PAYC, QXO, SAP, SHOP, SNPS, TSM, TWLO, UBER, VICR |
| Financial Services | $2.56B | AON, HDB, IBN, MA, MSCI, SOFI, V |
| Healthcare | $2.23B | ABT, BSX, CELC, IDXX, ISRG, LLY, NTRA, ZTS |
| Consumer Cyclical | $2.02B | ABNB, AMZN, CAKE, CVNA, KTB, MELI, ROL, SBUX, SE, TSLA |
| Communication Services | $1.66B | GOOG, GOOGL, META, NFLX, TME |
| Other | $1.13B | ACWI, ACWX, ASML, BIL, FN, FTAI, G65163100, G6683N103, G87110105, IWF, LRCX, MDT, OUT, SGOV, SN, SNDK, SPOT, SPY, TLN, VT, VUG, WTW |
| Real Estate | $509.32M | CSGP, OPEN |
| Industrials | $80.85M | AGX, BE, BWXT, CRS, CW, DLX, FLR, KTOS, MLI, PLPC, POWL, STRL |
| Energy | $12.34M | CCJ |
| Consumer Defensive | $1.27M | LRN |
| Basic Materials | $745,073 | AA |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Polen 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: MSFT ($1.36B combined).
- Highest average portfolio weight in overlap: MSFT (4.5% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($278.38M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Polen Capital Management decreased between Q4 2001 and Q1 2001, with 93 shared holdings in the latest period ($17.56B combined reported value) versus 102 in the prior period ($28.16B).
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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