Li Lu · Tom Slater
what they both own
Both Li Lu (Himalaya Capital) and Tom Slater (Baillie Gifford (Long Term Global Growth)) hold 7 of the same stocks per their latest 13F filings — a Jaccard overlap of 9.6% across portfolios of 12 and 68 positions. Combined position weight in shared names: 70.8% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Li Lu'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 | Lu | Slater | Joint | ConvictionScore |
|---|---|---|---|---|
| GOOGL | 23.2% | 0.6% | 23.8% | 0 |
| GOOG | 22.3% | 1.0% | 23.3% | 0 |
| PDD | 14.9% | 3.0% | 17.9% | 0 |
| TME | 1.9% | 0.1% | 2.0% | 0 |
| MCO | 1.6% | 0.3% | 1.9% | 0 |
| AAPL | 0.9% | 0.2% | 1.1% | 0 |
| MSCI | 0.3% | 0.5% | 0.8% | 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.