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.
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).
| Ticker | Smith | Slater | Joint | ConvictionScore |
|---|---|---|---|---|
| META | 5.9% | 2.4% | 8.3% | 0 |
| MSFT | 6.0% | 1.5% | 7.5% | 0 |
| GOOGL | 6.6% | 0.6% | 7.2% | 0 |
| PFE | 6.6% | 0.3% | 6.9% | 0 |
| PG | 4.7% | 0.1% | 4.8% | 0 |
| TXN | 4.0% | 0.4% | 4.4% | 0 |
| MSCI | 0.3% | 0.5% | 0.8% | 0 |
| MEDP | 0.2% | 0.2% | 0.4% | 0 |
| PAYC | 0.2% | 0.2% | 0.4% | 0 |
| DOCS | 0.1% | 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.