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Terry SmithvsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 12 shared positions
Whale A
Terry Smith
Fundsmith Llp
AUM
$17.1B
Positions
37
Shared %
40.7%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
24.9%
Common holdings · 12
Stocks both whales currently hold — sorted by combined value
StockTerry weightPolen weightTerry valuePolen value
MSFT · Microsoft Corp.5.9%8.1%$1.0B$1.9B
V · Visa, Inc.7.2%5.1%$1.2B$1.2B
IDXX · Idexx Labs Inc.7.4%2.8%$1.3B$650M
ZTS · Zoetis Inc.2.9%3.0%$491M$700M
GOOGL · Alphabet Inc.6.4%0.0%$1.1B$10M
ADP · Automatic Data Processing In6.3%0.0%$1.1B$508K
MSCI · Msci Inc.0.6%3.3%$96M$764M
INTU · Intuit2.4%1.4%$414M$340M
PAYC · Paycom Software Inc.0.5%1.2%$83M$292M
ODD · Oddity Tech Ltd.0.5%0.0%$83M$650K
NSSC · Napco Sec Technologies Inc.0.4%0.0%$74M$524K
MEDP · Medpace Hldgs Inc.0.3%0.0%$46M$391K
Unique to Terry Smith
Top 10 by value held — not in the other's portfolio
StockWeightValue
WAT · Waters Corp.7.9%$1.4B
SYK · Stryker Corporation7.6%$1.3B
MAR · Marriott Intl Inc. New7.2%$1.2B
PM · Philip Morris Intl Inc.5.7%$982M
META · Meta Platforms, Inc.5.3%$900M
MTD · Mettler Toledo International4.7%$809M
PG · Procter And Gamble Co.3.6%$609M
CHD · Church & Dwight Co. Inc.3.3%$564M
FTNT · Fortinet Inc.3.0%$517M
TXN · Texas Instrs Inc.2.7%$455M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.8.5%$2.0B
ORCL · Oracle Corp.6.0%$1.4B
LLY · Eli Lilly & Co.5.7%$1.3B
GOOG · Alphabet Inc.5.4%$1.3B
AVGO · Broadcom Inc.5.2%$1.2B
MA · Mastercard Inc.5.2%$1.2B
SHOP · Shopify Inc.4.9%$1.2B
NVDA · Nvidia Corp.4.2%$994M
NOW · Servicenow Inc.3.7%$870M
AON · Aon Plc2.8%$652M
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
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★ WatchlistData from SEC EDGAR · whalstreet.com