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.
Polen Capital Management & Situational Awareness Partners Portfolio Overlap
Shared 13F holdings between Polen Capital Management and Situational Awareness Partners based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
28
Limited overlap
Shared Holdings
6 shared positions across both portfolios (197 holdings for Polen Capital Management, 16 for Situational Awareness Partners).
| Stock | Polen Capital Management value | Situational Awareness Partners value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| SNDK SanDisk | $438,830 | $5.67B | $5.67B | 15.5% | $4.10B | — |
| BE Bloom Energy Corporation | $12.36M | $1.90B | $1.91B | 5.3% | $1.45B | Industrials |
| TSM Taiwan Semiconductor Manufactur | $239.36M | $1.27B | $1.50B | 4.5% | $1.34B | Technology |
| APLD Applied Digital Corporation | $3.67M | $469.02M | $472.69M | 1.3% | $483.07M | Technology |
| SOI SOLARIS OILFIELD INFRAST-A | $6.46M | $90.89M | $97.35M | 0.3% | — | — |
| BW Babcock & Wilcox Enterprises, I | $3.52M | $28.59M | $32.10M | 0.1% | $23.43M | Industrials |
Largest Shared Position
SanDisk (SNDK) represents the largest overlapping position between Polen Capital Management and Situational Awareness Partners based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of SNDK positions reported by both investment firms is approximately $5.67B, reflecting overlapping institutional exposure to SanDisk.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Other | $5.77B | SNDK, SOI |
| Technology | $1.98B | APLD, TSM |
| Industrials | $1.94B | BE, BW |
Consensus Smart Money Signals
Shared holdings between Polen Capital Management and Situational Awareness Partners 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: SNDK ($5.67B combined).
- Highest average portfolio weight in overlap: SNDK (15.5% conviction score).
- Largest estimated mark-to-market gain since filing: APLD ($10.38M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Polen Capital Management and Situational Awareness Partners decreased between Q1 2001 and Q2 2001, with 6 shared holdings in the latest period ($9.69B combined reported value) versus 7 in the prior period ($2.51B).
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 |
Related Overlap Pages
- Polen Capital Management portfolio
- Situational Awareness Partners portfolio
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