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Portfolio overlap · pairwise 13F intersection

Dev Kantesaria · Polen Capital
what they both own

Both Dev Kantesaria (Valley Forge Capital) and Polen Capital (Polen Capital Management) hold 4 of the same stocks per their latest 13F filings — a Jaccard overlap of 10.5% across portfolios of 6 and 36 positions. Combined position weight in shared names: 57.5% of each investor's portfolio capacity.

4
Shared tickers
10.5%
Jaccard overlap
57.5%
Joint conviction

Shared positions, ranked by joint conviction

Joint conviction = Dev Kantesaria'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).

TickerKantesariaCapitalJointConvictionScore
MA28.3%5.3%33.6%0
V6.9%5.1%12.0%0
ASML8.6%0.1%8.7%0
INTU3.1%0.1%3.2%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.