AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…
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Head-to-head comparison

Li Lu vs Terry Smith

Li Lu
Himalaya Capital
Q8/10
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997
Terry Smith
Fundsmith
Q9/10
"Buy good companies. Don't overpay. Do nothing."
6 positionsSince 2010

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerLi %Terry %
META11.8%6.5%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Li Lu
  • METAADD +15%
    Adding to the compounder.
  • BACADD +12%
    Doubling down further on BAC.
Terry Smith
  • MSFTADD +5%
    Quality compounder top-up.
  • METAREDUCE -8%
    Small META trim.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.