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Head-to-head comparison

Chris Hohn vs Stephen Mandel

Chris Hohn
TCI Fund Management
Q9/10
"Concentrated activism. Quality at scale. Climate-aware capital."
7 positionsSince 2003
Stephen Mandel
Lone Pine Capital
Q9/10
"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.

TickerChris %Stephen %
META8.2%6.4%
MSFT13.1%7.8%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Chris Hohn
  • GEADD +12%
    Building the aerospace/defense position further.
  • METAREDUCE -6%
    Small META profit-taking.
Stephen Mandel
  • METAADD +3%
    Small add — already a top Lone Pine position.
  • FTNTNEW
    New Fortinet cybersecurity position.

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