← All investors
Head-to-head comparison
Chris Hohn vs Stephen Mandel
Chris Hohn
Q9/10TCI Fund Management
"Concentrated activism. Quality at scale. Climate-aware capital."
7 positionsSince 2003
Stephen Mandel
Q9/10Lone Pine Capital
"Long-only growth at a reasonable price. Deep research. Tiger Cub."
5 positionsSince 1997
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
Recent moves — Q4 2025
Latest quarter activity for each manager.
Chris Hohn
Stephen Mandel
- ASMLNEW
- DASHNEW
- CRSNEW
- THCNEW
- ENTGNEW
- MANEW
- BSXNEW
- HLTNEW
- SPOTNEW
- VNEW
- BNADD +50%
- KKRADD +23%
- NUADD +17%
- VSTADD +11%
- TLNADD +8%
- METAADD +3%Small add — already a top Lone Pine position.
- FTNTNEWNew Fortinet cybersecurity position.
- SBUXEXIT
- EQTEXIT
- FLUTEXIT
- SEAEXIT
- CIENAEXIT
- EQIXEXIT
- BKNGREDUCE -85%
- PFEREDUCE -43%
- APPREDUCE -30%
- AMZNREDUCE -14%
- COFREDUCE -11%
- LPLAREDUCE -8%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.