Bill Nygren · Polen Capital
what they both own
Both Bill Nygren (Oakmark Funds) and Polen Capital (Polen Capital Management) hold 9 of the same stocks per their latest 13F filings — a Jaccard overlap of 12.0% across portfolios of 48 and 36 positions. Combined position weight in shared names: 41.6% of each investor's portfolio capacity.
At 12.0% Jaccard, the two share a moderate slice of their portfolios while keeping mostly independent books. Those 9 shared names carry 41.6% of combined portfolio weight, so the overlap is concentrated in high-conviction positions for both managers. The name both size most heavily by joint weight is AMZN.
Jaccard = shared tickers ÷ all distinct tickers across both books (long positions only; 13F excludes shorts, most options, and sub-threshold stakes). Descriptive overlap measure, not investment advice.
Shared positions, ranked by joint conviction
Joint conviction = Bill Nygren's portfolio weight + Polen Capital's portfolio weight. A stock that both investors size heavily ranks higher than one both hold marginally. Position weight reflects each investor's most recent 13F filing (45-day SEC lag applies; filings can be 1-3 months old).
| Ticker | Nygren | Capital | Joint | ConvictionScore |
|---|---|---|---|---|
| AMZN | 1.3% | 5.6% | 6.9% | 0 |
| GOOG | 0.3% | 5.8% | 6.1% | 0 |
| V | 0.3% | 5.1% | 5.4% | 0 |
| MA | 0.1% | 5.3% | 5.4% | 0 |
| ABNB | 3.2% | 2.0% | 5.2% | 0 |
| ORCL | 0.1% | 5.1% | 5.2% | 0 |
| GOOGL | 3.2% | 0.1% | 3.3% | 0 |
| ACN | 0.8% | 1.9% | 2.7% | 0 |
| NFLX | 1.3% | 0.1% | 1.4% | 0 |
Compare individually
Data note. Position percentages are derived from each investor's most recent SEC Form 13F filing (45-day lag), filtered to disclosed long positions only. 13F filings exclude short positions, options (mostly), foreign-domiciled holdings, and positions below the reporting threshold. Joint conviction is a descriptive sum, not a recommendation. Per HoldLens compliance: this page is factual portfolio comparison, not investment advice. Always verify against the source filing before acting.
Frequently asked questions
How many stocks do Bill Nygren and Polen Capital both hold?
Both Bill Nygren (Oakmark Funds) and Polen Capital (Polen Capital Management) hold 9 of the same stocks per their latest SEC Form 13F filings — a Jaccard overlap of 12.0% across portfolios of 48 and 36 positions.
What is the biggest shared position between Bill Nygren and Polen Capital?
Highest joint-conviction shared position: AMZN. Joint conviction is the sum of each investor's portfolio weight in the same stock. The complete ranked list (top 25) is in the table below; full data sourced from each fund's latest 13F filing (45-day SEC lag applies).
What is the Jaccard overlap between Bill Nygren and Polen Capital?
12.0% — the Jaccard coefficient between Oakmark Funds's and Polen Capital Management's tracked long positions. Calculated as |A ∩ B| / |A ∪ B| over shared tickers. Higher means more portfolio convergence; 0% means no shared names.
What is "joint conviction" on HoldLens?
Joint conviction is the sum of Bill Nygren's and Polen Capital's respective portfolio weights in a shared stock. 41.6% is the combined weight across all shared names — a descriptive measure of how much portfolio capacity both managers concentrate in overlapping positions, not a recommendation.