François Rochon · Terry Smith
what they both own
Both François Rochon (Giverny Capital) and Terry Smith (Fundsmith) hold 5 of the same stocks per their latest 13F filings — a Jaccard overlap of 9.8% across portfolios of 35 and 21 positions. Combined position weight in shared names: 48.2% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = François Rochon's portfolio weight + Terry Smith'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 | Rochon | Smith | Joint | ConvictionScore |
|---|---|---|---|---|
| META | 6.4% | 5.9% | 12.3% | 0 |
| V | 4.4% | 7.3% | 11.7% | 0 |
| GOOGL | 3.7% | 6.6% | 10.3% | 0 |
| ADP | 3.1% | 6.1% | 9.2% | 0 |
| MEDP | 4.5% | 0.2% | 4.7% | 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.