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Portfolio overlap · pairwise 13F intersection

Terry Smith · Tom Slater
what they both own

Both Terry Smith (Fundsmith) and Tom Slater (Baillie Gifford (Long Term Global Growth)) hold 10 of the same stocks per their latest 13F filings — a Jaccard overlap of 12.7% across portfolios of 21 and 68 positions. Combined position weight in shared names: 40.9% of each investor's portfolio capacity.

10
Shared tickers
12.7%
Jaccard overlap
40.9%
Joint conviction

Shared positions, ranked by joint conviction

Joint conviction = Terry Smith'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).

TickerSmithSlaterJointConvictionScore
META5.9%2.4%8.3%0
MSFT6.0%1.5%7.5%0
GOOGL6.6%0.6%7.2%0
PFE6.6%0.3%6.9%0
PG4.7%0.1%4.8%0
TXN4.0%0.4%4.4%0
MSCI0.3%0.5%0.8%0
MEDP0.2%0.2%0.4%0
PAYC0.2%0.2%0.4%0
DOCS0.1%0.1%0.2%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.