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 & Parnassus Endeavor Fund Portfolio Overlap
Shared 13F holdings between Polen Capital Management and Parnassus Endeavor Fund based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
50
Moderate overlap
Shared Holdings
31 shared positions across both portfolios (208 holdings for Polen Capital Management, 133 for Parnassus Endeavor Fund).
| Stock | Polen Capital Management value | Parnassus Endeavor Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $782.82M | $1.75B | $2.53B | 5.7% | $3.35B | Technology |
| NVDA NVIDIA Corporation | $796.05M | $1.69B | $2.49B | 5.7% | $2.76B | Technology |
| AMZN Amazon.com, Inc. | $669.72M | $1.65B | $2.32B | 5.1% | $2.46B | Consumer Cyclical |
| GOOGL Alphabet Inc. | $9.94M | $1.96B | $1.97B | 2.7% | $1.93B | Communication Services |
| AVGO Broadcom Inc. | $740.47M | $798.96M | $1.54B | 4.3% | $1.46B | Technology |
| LLY Eli Lilly and Company | $799.91M | $630.26M | $1.43B | 4.3% | $1.37B | Healthcare |
| MA Mastercard Incorporated | $586.51M | $811.63M | $1.40B | 3.6% | $1.54B | Financial Services |
| AMD Advanced Micro Devices, Inc. | $242,239 | $1.35B | $1.35B | 1.8% | $1.30B | Technology |
| AAPL Apple Inc. | $836,742 | $1.25B | $1.25B | 1.7% | $1.45B | Technology |
| ORCL Oracle Corporation | $523.81M | $304.15M | $827.96M | 2.7% | $833.94M | Technology |
| GEV GE Vernova Inc. | $230.99M | $530.90M | $761.89M | 1.7% | $609.80M | Utilities |
| V Visa Inc. | $619.49M | $106.95M | $726.44M | 2.8% | $779.80M | Financial Services |
| SNPS Synopsys, Inc. | $18.41M | $628.47M | $646.88M | 0.9% | $558.27M | Technology |
| SHOP Shopify Inc. | $522.66M | $1.39M | $524.05M | 2.3% | $589.77M | Technology |
| LRCX Lam Research | $372.25M | $80.39M | $452.64M | 1.7% | $300.95M | — |
| TSM Taiwan Semiconductor Manufactur | $239.36M | $171.78M | $411.14M | 1.3% | $374.21M | Technology |
| MSCI MSCI Inc. | $376.23M | $11.70M | $387.93M | 1.6% | $382.96M | Financial Services |
| IDXX IDEXX Laboratories, Inc. | $280.27M | $15.47M | $295.74M | 1.2% | $287.43M | Healthcare |
| META Meta Platforms, Inc. | $185.65M | $5.45M | $191.10M | 0.8% | $225.86M | Communication Services |
| ISRG Intuitive Surgical, Inc. | $178.14M | $1.87M | $180.01M | 0.8% | $178.04M | Healthcare |
| WTW Willis Towers Watson | $3.35M | $92.83M | $96.19M | 0.1% | $114.08M | — |
| MELI MercadoLibre, Inc. | $44.01M | $16.62M | $60.62M | 0.2% | $63.84M | Consumer Cyclical |
| ABT Abbott Laboratories | $286,379 | $59.04M | $59.32M | 0.1% | $67.08M | Healthcare |
| BSX Boston Scientific Corporation | $202,733 | $50.14M | $50.34M | 0.1% | $51.12M | Healthcare |
| ASML ASML | $30.69M | $2.33M | $33.02M | 0.1% | $27.88M | — |
| NTRA Natera, Inc. | $441,649 | $21.06M | $21.50M | 0.0% | $29.26M | Healthcare |
| SNDK SanDisk | $438,830 | $19.58M | $20.02M | 0.0% | $15.78M | — |
| LITE Lumentum Holdings Inc. | $208,509 | $18.39M | $18.60M | 0.0% | $20.18M | Technology |
| TWST Twist Bioscience Corporation | $5.69M | $12.35M | $18.04M | 0.0% | $29.28M | Healthcare |
| ROIV Roivant Sciences | $306,442 | $13.00M | $13.30M | 0.0% | $14.95M | Healthcare |
| NFLX Netflix, Inc. | $4.87M | $1.73M | $6.60M | 0.0% | $6.63M | Communication Services |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Polen Capital Management and Parnassus Endeavor Fund based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $2.53B, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $11.59B | AAPL, AMD, AVGO, LITE, MSFT, NVDA, ORCL, SHOP, SNPS, TSM |
| Financial Services | $2.51B | MA, MSCI, V |
| Consumer Cyclical | $2.38B | AMZN, MELI |
| Communication Services | $2.17B | GOOGL, META, NFLX |
| Healthcare | $2.07B | ABT, BSX, IDXX, ISRG, LLY, NTRA, ROIV, TWST |
| Utilities | $761.89M | GEV |
| Other | $601.86M | ASML, LRCX, SNDK, WTW |
Consensus Smart Money Signals
Shared holdings between Polen Capital Management and Parnassus Endeavor Fund 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 ($2.53B combined).
- Highest average portfolio weight in overlap: MSFT (5.7% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($819.23M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Polen Capital Management and Parnassus Endeavor Fund increased between Q1 2001 and Q2 2001, with 31 shared holdings in the latest period ($22.08B combined reported value) versus 27 in the prior period ($21.92B).
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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