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Head-to-head comparison

Chris Hohn vs Lee Ainslie

Chris Hohn
TCI Fund Management
Q9/10
"Concentrated activism. Quality at scale. Climate-aware capital."
7 positionsSince 2003
Lee Ainslie
Maverick Capital
Q8/10
"Long-short equity, deep fundamental, team-based research."
5 positionsSince 1993

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerChris %Lee %
META8.2%2.9%
MSFT13.1%3.8%
GOOGL14.6%4.2%
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Recent moves — Q4 2025

Latest quarter activity for each manager.

Chris Hohn
  • GEADD +12%
    Building the aerospace/defense position further.
  • CNIREDUCE -48%
  • METAREDUCE -6%
    Small META profit-taking.
Lee Ainslie
  • DHRADD +1100%
  • UNPADD +107%
  • CMGNEW
  • CEGNEW
  • BABANEW
  • APINEW
  • SPOTNEW
  • PGRNEW
  • TMONEW
  • CSXNEW
  • METAADD +50%
    Big META add — conviction build.
  • NFLXADD +35%
    Adding Netflix.
  • BNADD +33%
  • LYVADD +28%
  • CRHADD +20%
  • VSTADD +7%
  • SPGEXIT
  • FLUTEXIT
  • APOEXIT
  • TLNEXIT
  • JEXIT
  • FNDEXIT
  • TSMREDUCE -61%
  • PDDREDUCE -26%
  • AMZNREDUCE -23%
  • COFREDUCE -21%
  • MSFTREDUCE -16%
  • LPLAREDUCE -14%
  • CRSREDUCE -8%

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.