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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%
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Recent moves — Q2 2026

Latest quarter activity for each manager.

Chris Hohn
Terry Smith
  • MANEW
  • UBERNEW
  • TSMNEW
  • NFLXNEW
  • GEVNEW
  • APPNEW
  • NXTNEW
  • TJXNEW
  • VEEVNEW
  • YUMNEW
  • FICONEW
  • IDCCNEW
  • ORLYNEW
  • NSSCADD +58%
  • MANHADD +43%
  • BMIADD +23%
  • MTDEXIT
  • ZTSEXIT
  • OTISEXIT
  • QLYSEXIT
+ 19 more moves this quarter (showing the 20 highest-conviction)

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.