Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Terry Smith % | Warren Buffett % |
|---|---|---|
| ALPHABET INC | 6.4% | 2.0% |
| VISA INC | 7.2% | 1.1% |
| VERISIGN INC | 0.4% | 0.8% |
Terry Smith runs Fundsmith LLP ($17.12B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 3 common positions, with 34 names unique to Terry Smith's book and 36 unique to Warren Buffett's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
