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Head-to-head comparison

Li Lu vs Chris Hohn

Li Lu
Himalaya Capital
Q8/10
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997
Chris Hohn
TCI Fund Management
Q9/10
"Concentrated activism. Quality at scale. Climate-aware capital."
7 positionsSince 2003

Shared conviction

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

TickerLi %Chris %
META11.8%8.2%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Li Lu
  • METAADD +15%
    Adding to the compounder.
  • BACADD +12%
    Doubling down further on BAC.
Chris Hohn
  • GEADD +12%
    Building the aerospace/defense position further.
  • METAREDUCE -6%
    Small META profit-taking.

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