Head-to-head comparison

Chris Hohn vs Lee Ainslie

TCI Fund Management

Q9/10

"Concentrated activism. Quality at scale. Climate-aware capital."

7 positionsSince 2003

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.

Ticker	Company	Chris %	Lee %
META	Meta Platforms	8.2%	2.9%
MSFT	Microsoft	13.1%	3.8%
GOOGL	Alphabet Class A	14.6%	4.2%

Latest quarter activity for each manager.

Chris Hohn

Lee Ainslie

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