Polen Capital · Terry Smith
what they both own
Both Polen Capital (Polen Capital Management) and Terry Smith (Fundsmith) hold 7 of the same stocks per their latest 13F filings — a Jaccard overlap of 14.0% across portfolios of 36 and 21 positions. Combined position weight in shared names: 60.2% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Polen Capital'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 | Capital | Smith | Joint | ConvictionScore |
|---|---|---|---|---|
| MSFT | 7.3% | 6.0% | 13.3% | 0 |
| V | 5.1% | 7.3% | 12.4% | 0 |
| IBKR | 2.7% | 6.4% | 9.1% | 0 |
| META | 1.9% | 5.9% | 7.8% | 0 |
| ZTS | 3.5% | 3.6% | 7.1% | 0 |
| GOOGL | 0.1% | 6.6% | 6.7% | 0 |
| MSCI | 3.5% | 0.3% | 3.8% | 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.