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Head-to-head comparison

Chris Hohn vs Terry Smith

Chris Hohn
TCI Fund Management
Q9/10
"Concentrated activism. Quality at scale. Climate-aware capital."
7 positionsSince 2003
Terry Smith
Fundsmith
Q9/10
"Buy good companies. Don't overpay. Do nothing."
6 positionsSince 2010

Shared conviction

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

TickerChris %Terry %
MSFT13.1%11.2%
META8.2%6.5%
V11.8%5.4%

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.
Terry Smith
  • MSFTADD +5%
    Quality compounder top-up.
  • METAREDUCE -8%
    Small META trim.

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