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.
Akre Capital Management & Polen Capital Management Portfolio Overlap
Shared 13F holdings between Akre Capital Management and Polen Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
22
Minimal overlap
Shared Holdings
6 shared positions across both portfolios (18 holdings for Akre Capital Management, 209 for Polen Capital Management).
| Stock | Akre Capital Management value | Polen Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MA Mastercard Incorporated | $1.14B | $770.17M | $1.91B | 12.0% | $1.88B | Financial Services |
| V Visa Inc. | $495.31M | $739.21M | $1.23B | 6.6% | $1.35B | Financial Services |
| CSGP CoStar Group, Inc. | $417.45M | $507.09M | $924.54M | 5.2% | $698.10M | Real Estate |
| NOW ServiceNow, Inc. | $114.60M | $760.02M | $874.62M | 3.6% | $798.74M | Technology |
| ABNB Airbnb, Inc. | $256.91M | $287.13M | $544.04M | 3.1% | $605.48M | Consumer Cyclical |
| CRM Salesforce, Inc. | $133.99M | $226,859 | $134.22M | 1.1% | $111.46M | Technology |
Largest Shared Position
Mastercard Incorporated (MA) represents the largest overlapping position between Akre Capital 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 MA positions reported by both investment firms is approximately $1.91B, reflecting overlapping institutional exposure to Mastercard Incorporated.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $3.14B | MA, V |
| Technology | $1.01B | CRM, NOW |
| Real Estate | $924.54M | CSGP |
| Consumer Cyclical | $544.04M | ABNB |
Consensus Smart Money Signals
Shared holdings between Akre Capital 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: MA ($1.91B combined).
- Highest average portfolio weight in overlap: MA (12.0% conviction score).
- Largest estimated mark-to-market gain since filing: V ($114.94M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Akre Capital Management and Polen Capital Management increased between Q4 2001 and Q1 2001, with 6 shared holdings in the latest period ($5.62B combined reported value) versus 5 in the prior period ($6.93B).
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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