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Head-to-head comparison

Stanley Druckenmiller vs Chris Hohn

Stanley Druckenmiller
Duquesne Family Office
Q9/10
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
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.

TickerStanley %Chris %
MSFT9.1%13.1%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Stanley Druckenmiller
  • PLTRADD +45%
    Bigger Palantir position — AI software thesis.
  • COHRADD +22%
    Building Coherent further — optical networking.
  • NVDAREDUCE -25%
    Continuing to trim the NVDA home run. Taking profits.
  • MSFTREDUCE -10%
    Partial Microsoft trim.
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.