David Rolfe · Tom Slater
what they both own
Both David Rolfe (Wedgewood Partners) and Tom Slater (Baillie Gifford (Long Term Global Growth)) hold 6 of the same stocks per their latest 13F filings — a Jaccard overlap of 7.5% across portfolios of 18 and 68 positions. Combined position weight in shared names: 55.4% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = David Rolfe's portfolio weight + Tom Slater'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 | Rolfe | Slater | Joint | ConvictionScore |
|---|---|---|---|---|
| META | 8.0% | 2.4% | 10.4% | 0 |
| AMZN | 4.4% | 6.0% | 10.4% | 0 |
| GOOGL | 9.5% | 0.6% | 10.1% | 0 |
| TSM | 9.3% | 0.4% | 9.7% | 0 |
| AAPL | 7.3% | 0.2% | 7.5% | 0 |
| MSFT | 5.8% | 1.5% | 7.3% | 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.