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 & Thiel Macro LLC Portfolio Overlap

Shared 13F holdings between Polen Capital Management and Thiel Macro LLC based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

2 shared positions across both portfolios (197 holdings for Polen Capital Management, 7 for Thiel Macro LLC).

Stock	Polen Capital Management value	Thiel Macro LLC value	Combined value	Conviction	Est. current value	Sector
AMZN Amazon.com, Inc.	$669.72M	$117.98M	$787.70M	17.1%	$866.13M	Consumer Cyclical
VIST Vista Energy S.A.B. de C.V.	$541,215	$75.91M	$76.45M	9.1%	$84.67M	Energy

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between Polen Capital Management and Thiel Macro LLC based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $787.70M, reflecting overlapping institutional exposure to Amazon.com, Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Consumer Cyclical	$787.70M	AMZN
Energy	$76.45M	VIST

Consensus Smart Money Signals

Shared holdings between Polen Capital Management and Thiel Macro 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: AMZN ($787.70M combined).
Highest average portfolio weight in overlap: AMZN (17.1% conviction score).
Largest estimated mark-to-market gain since filing: AMZN ($78.43M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 2 shared holdings ($864.15M combined reported value).

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