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Portfolio overlap · pairwise 13F intersection

Li Lu · Polen Capital
what they both own

Both Li Lu (Himalaya Capital) and Polen Capital (Polen Capital Management) hold 3 of the same stocks per their latest 13F filings — a Jaccard overlap of 6.7% across portfolios of 12 and 36 positions. Combined position weight in shared names: 55.2% of each investor's portfolio capacity.

3
Shared tickers
6.7%
Jaccard overlap
55.2%
Joint conviction

Shared positions, ranked by joint conviction

Joint conviction = Li Lu'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).

TickerLuCapitalJointConvictionScore
GOOG22.3%5.8%28.1%0
GOOGL23.2%0.1%23.3%0
MSCI0.3%3.5%3.8%0

Compare individually

Li Lu's full portfolio →Polen Capital's full portfolio →

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.

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