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 & Meritage Group Portfolio Overlap
Shared 13F holdings between Polen Capital Management and Meritage Group based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
23
Minimal overlap
Shared Holdings
6 shared positions across both portfolios (209 holdings for Polen Capital Management, 13 for Meritage Group).
| Stock | Polen Capital Management value | Meritage Group value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $1.05B | $470.31M | $1.52B | 12.5% | $1.56B | Technology |
| AMZN Amazon.com, Inc. | $811.57M | $386.34M | $1.20B | 10.1% | $1.37B | Consumer Cyclical |
| MSCI MSCI Inc. | $501.01M | $218.88M | $719.90M | 5.9% | $797.20M | Financial Services |
| AON Aon Plc | $437.06M | $219.54M | $656.61M | 5.7% | $664.56M | Financial Services |
| CSGP CoStar Group, Inc. | $507.09M | $134.29M | $641.38M | 4.3% | $484.29M | Real Estate |
| SPY SPDR S&P 500 | $2.44M | $33.53M | $35.97M | 0.6% | $40.98M | — |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Polen Capital Management and Meritage Group 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 $1.52B, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.52B | MSFT |
| Financial Services | $1.38B | AON, MSCI |
| Consumer Cyclical | $1.20B | AMZN |
| Real Estate | $641.38M | CSGP |
| Other | $35.97M | SPY |
Consensus Smart Money Signals
Shared holdings between Polen Capital Management and Meritage Group 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 ($1.52B combined).
- Highest average portfolio weight in overlap: MSFT (12.5% conviction score).
- Largest estimated mark-to-market gain since filing: AMZN ($168.12M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Polen Capital Management and Meritage Group increased between Q4 2001 and Q1 2001, with 6 shared holdings in the latest period ($4.78B combined reported value) versus 4 in the prior period ($6.30B).
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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- Meritage Group portfolio
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