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.
Tiger Global Management & Polen Capital Management Portfolio Overlap
Shared 13F holdings between Tiger Global Management and Polen Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
86
Extremely high shared conviction
Shared Holdings
16 shared positions across both portfolios (42 holdings for Tiger Global Management, 209 for Polen Capital Management).
| Stock | Tiger Global Management value | Polen Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | $3.06B | $8.11M | $3.07B | 6.8% | $3.41B | Communication Services |
| AMZN Amazon.com, Inc. | $2.08B | $811.57M | $2.89B | 7.4% | $3.23B | Consumer Cyclical |
| NVDA NVIDIA Corporation | $2.09B | $715.78M | $2.81B | 7.1% | $3.33B | Technology |
| META Meta Platforms, Inc. | $1.77B | $272.71M | $2.04B | 4.9% | $2.12B | Communication Services |
| MSFT Microsoft Corporation | $925.42M | $1.05B | $1.98B | 5.7% | $2.04B | Technology |
| AVGO Broadcom Inc. | $1.11B | $834.92M | $1.94B | 5.3% | $2.40B | Technology |
| TSM Taiwan Semiconductor Manufactur | $1.88B | $59.04M | $1.94B | 4.4% | $2.32B | Technology |
| SE Sea Limited | $1.28B | $2.72M | $1.28B | 2.8% | $1.54B | Consumer Cyclical |
| LRCX Lam Research | $833.37M | $225.30M | $1.06B | 2.6% | $1.51B | — |
| NOW ServiceNow, Inc. | $156.82M | $760.02M | $916.85M | 3.0% | $866.25M | Technology |
| SPOT Spotify | $766.53M | $52.09M | $818.62M | 1.9% | $814.82M | — |
| CSGP CoStar Group, Inc. | $60.51M | $507.09M | $567.60M | 1.9% | $389.19M | Real Estate |
| MELI MercadoLibre, Inc. | $233.43M | $59.57M | $293.00M | 0.7% | $305.27M | Consumer Cyclical |
| NFLX Netflix, Inc. | $234.51M | $8.01M | $242.52M | 0.5% | $176.79M | Communication Services |
| UBER Uber Technologies, Inc. | $10.87M | $209.89M | $220.76M | 0.8% | $202.38M | Technology |
| G6683N103 Nu Holdings | $158.54M | $17.49M | $176.03M | 0.4% | — | — |
Largest Shared Position
Alphabet Inc. (GOOGL) represents the largest overlapping position between Tiger Global Management 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 GOOGL positions reported by both investment firms is approximately $3.07B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $9.81B | AVGO, MSFT, NOW, NVDA, TSM, UBER |
| Communication Services | $5.35B | GOOGL, META, NFLX |
| Consumer Cyclical | $4.47B | AMZN, MELI, SE |
| Other | $2.05B | G6683N103, LRCX, SPOT |
| Real Estate | $567.60M | CSGP |
Consensus Smart Money Signals
Shared holdings between Tiger Global Management 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: GOOGL ($3.07B combined).
- Highest average portfolio weight in overlap: AMZN (7.4% conviction score).
- Largest estimated mark-to-market gain since filing: NVDA ($522.80M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Tiger Global Management and Polen Capital Management increased between Q4 2001 and Q1 2001, with 16 shared holdings in the latest period ($22.25B combined reported value) versus 15 in the prior period ($24.18B).
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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