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.

Investor AInvestor B

Polen Capital Management & Duquesne Family Office Llc Portfolio Overlap

Shared 13F holdings between Polen Capital Management and Duquesne Family Office Llc based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

15 shared positions across both portfolios (197 holdings for Polen Capital Management, 76 for Duquesne Family Office Llc).

Stock	Polen Capital Management value	Duquesne Family Office Llc value	Combined value	Conviction	Est. current value	Sector
NTRA Natera, Inc.	$441,649	$864.92M	$865.36M	10.7%	$1.17B	Healthcare
LLY Eli Lilly and Company	$799.91M	$14.85M	$814.76M	3.6%	$782.84M	Healthcare
AMZN Amazon.com, Inc.	$669.72M	$129.09M	$798.81M	4.5%	$841.88M	Consumer Cyclical
TSM Taiwan Semiconductor Manufactur	$239.36M	$281.61M	$520.98M	4.5%	$469.37M	Technology
LRCX Lam Research	$372.25M	$18.89M	$391.14M	1.8%	$243.09M	—
GOOGL Alphabet Inc.	$9.94M	$120.18M	$130.12M	1.5%	$126.47M	Communication Services
UAL United Airlines Holdings, Inc.	$717,619	$108.08M	$108.80M	1.3%	$86.12M	Industrials
SE Sea Limited	$2.22M	$105.40M	$107.62M	1.3%	$113.73M	Consumer Cyclical
SNDK SanDisk	$438,830	$79.35M	$79.79M	1.0%	$56.65M	—
AMD Advanced Micro Devices, Inc.	$242,239	$42.35M	$42.59M	0.5%	$39.96M	Technology
PTGX Protagonist Therapeutics, Inc.	$2.78M	$25.61M	$28.38M	0.3%	$33.27M	Healthcare
CVNA Carvana Co.	$2.47M	$9.94M	$12.41M	0.1%	$12.41M	Consumer Cyclical
VIST Vista Energy S.A.B. de C.V.	$541,215	$8.59M	$9.14M	0.1%	$10.50M	Energy
FTAI FTAI Aviation	$379,824	$5.46M	$5.84M	0.1%	$4.21M	—
AUR Aurora Innovation, Inc.	$221,786	$4.32M	$4.54M	0.1%	$4.32M	Technology

Largest Shared Position

Natera, Inc. (NTRA) represents the largest overlapping position between Polen Capital Management and Duquesne Family Office Llc based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of NTRA positions reported by both investment firms is approximately $865.36M, reflecting overlapping institutional exposure to Natera, Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Healthcare	$1.71B	LLY, NTRA, PTGX
Consumer Cyclical	$918.84M	AMZN, CVNA, SE
Technology	$568.11M	AMD, AUR, TSM
Other	$476.78M	FTAI, LRCX, SNDK
Communication Services	$130.12M	GOOGL
Industrials	$108.80M	UAL
Energy	$9.14M	VIST

Consensus Smart Money Signals

Shared holdings between Polen Capital Management and Duquesne Family Office Llc 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: NTRA ($865.36M combined).
Highest average portfolio weight in overlap: NTRA (10.7% conviction score).
Largest estimated mark-to-market gain since filing: NTRA ($302.41M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Polen Capital Management and Duquesne Family Office Llc increased between Q1 2001 and Q2 2001, with 15 shared holdings in the latest period ($3.92B combined reported value) versus 13 in the prior period ($2.93B).

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