Polen Capital · Stanley Druckenmiller
what they both own
Both Polen Capital (Polen Capital Management) and Stanley Druckenmiller (Duquesne Family Office) hold 5 of the same stocks per their latest 13F filings — a Jaccard overlap of 8.8% across portfolios of 36 and 26 positions. Combined position weight in shared names: 22.7% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Polen Capital's portfolio weight + Stanley Druckenmiller'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 | Capital | Druckenmiller | Joint | ConvictionScore |
|---|---|---|---|---|
| BN | 5.8% | 1.8% | 7.6% | 0 |
| AMZN | 5.6% | 1.5% | 7.1% | 0 |
| TSM | 0.4% | 5.0% | 5.4% | 0 |
| IVV | 1.5% | 0.6% | 2.1% | 0 |
| MELI | 0.4% | 0.1% | 0.5% | 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.