Head-to-head comparison

Andreas Halvorsen vs Chris Hohn

Andreas Halvorsen

Viking Global Investors

Q8/10

"Long-short equity, deep fundamental research, Tiger Cub pedigree."

6 positionsSince 1999

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.

Ticker	Company	Andreas %	Chris %
META	Meta Platforms	6.4%	8.2%
MSFT	Microsoft	4.8%	13.1%
V	Visa	5.8%	11.8%

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Recent moves — Q2 2026

Latest quarter activity for each manager.

Andreas Halvorsen

CVNAADD +343%
IBKRADD +246%
AMZNADD +210%
RACENEW
MSCINEW
UNPNEW
DLRNEW
CVSNEW
FDXFNEW
MSNEW
APTVNEW
QCOMNEW
EQHNEW
SNOWNEW
TTWONEW
SPCXNEW
BCENEW
USFDNEW
BTSGNEW
NTRANEW

+ 73 more moves this quarter (showing the 20 highest-conviction)

Chris Hohn

MLMNEW
VMCNEW
GOOGADD +12%
MSFTEXIT

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

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.

Benjamin Graham

The Intelligent Investor

The foundational text. Buffett calls it 'by far the best book about investing ever written.'

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Benjamin Graham & David Dodd

Security Analysis

The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.

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See the full investing reading list