Skip to main content
HoldLens logoHoldLens
Portfolio overlap · pairwise 13F intersection

Stephen Mandel · Terry Smith
what they both own

Both Stephen Mandel (Lone Pine Capital) and Terry Smith (Fundsmith) hold 2 of the same stocks per their latest 13F filings — a Jaccard overlap of 4.7% across portfolios of 24 and 21 positions. Combined position weight in shared names: 14.5% of each investor's portfolio capacity.

2
Shared tickers
4.7%
Jaccard overlap
14.5%
Joint conviction

Shared positions, ranked by joint conviction

Joint conviction = Stephen Mandel'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).

TickerMandelSmithJointConvictionScore
V0.2%7.3%7.5%0
GOOGL0.4%6.6%7.0%0

Compare individually

Stephen Mandel's full portfolio →Terry Smith's full portfolio →

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.

← All overlap pairs