Chris Hohn

35 atoms · 跨 7 天 · 首见 2026-04-17 · 最近 2026-06-16

三色: 🟦 fact 21 · 🟥 take 14 · stance ▲4/▼5/◆19

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 35

时态: fresh:32 · aging:2 · stale:1

标签: 好观点:17 · 好数字:15 · 好信源:6 · 好思考:2

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 2 位作者 (KOL2) vs ▼ 2 位作者 (KOL2)

🟦 客观事实 (facts) (21)

• <a id="atom-fdc02767493fd192"></a>🟦 2026-05-23 X·@ThierryBorgeat ⭐ · 2025 年盈利记录 · 盈利能力
  the guy who printed a record $18.9B last year
  tags: 好数字·好信源 · → daily
  value: qty=$18.9B · date=2024
  📷 原图
• <a id="atom-aaaaf0e1bca40af6"></a>🟦 2026-05-23 X·@ThierryBorgeat ⭐ · 微软持仓变动 · 仓位情绪
  He cut his Microsoft stake from 10% of the fund to 1%.
  tags: 好数字·好信源 · → daily
  value: qty=-9% · direction=减持
  📷 原图
• <a id="atom-3b9087e63a1b408a"></a>🟦 2026-05-23 X·@ThierryBorgeat ⭐ · 谷歌持仓变动 · 仓位情绪
  Doubled it from 3% to 5%. Now his largest tech position.
  tags: 好数字·好信源 · → daily
  value: qty=+2% · direction=增持
  📷 原图
• <a id="atom-0c05b4b6b0550e6f"></a>🟦 2026-05-09 X·@joecarlsonshow · sold most of his Google position · 仓位情绪/价格动态
  Chris Hohn sold most of his Google position in 2023, at around $100 per share, due to concerns for AI disruption.
  tags: 好数字·好信源 · → daily
  value: price=$100 · date=2023
• <a id="atom-962ca243db9e19e8"></a>🟦 2026-05-23 X·@ThierryBorgeat · 高质可投资公司全球数量估计 · TAM
  There are only about 200 companies on earth he considers high-quality and investable.
  tags: 好数字 · → daily
  value: qty=200
  📷 原图
• <a id="atom-08e861267a9826a5"></a>🟦 2026-05-23 X·@ThierryBorgeat · 基金持仓数量 · 仓位情绪
  His fund holds 15.
  tags: 好数字 · → daily
  value: qty=15
  📷 原图
• <a id="atom-0458ba24d60e05ad"></a>🟦 2026-05-23 X·@ThierryBorgeat · 平均持仓期限 · 仓位情绪
  Average holding period: 8 years.
  tags: 好数字 · → daily
  value: qty=8 years
  📷 原图
• <a id="atom-3ecfe3912f502f73"></a>🟦 2026-05-23 X·@ThierryBorgeat · 减持微软金额估计 · 仓位情绪
  Roughly $8B sold.
  tags: 好数字 · → daily
  value: qty=$8B · direction=卖出
  📷 原图
• <a id="atom-beb4ec9c9962ca3a"></a>🟦 2026-05-23 X·@ThierryBorgeat · 减持微软持股起始年份 · 仓位情绪
  He'd held it since 2017
  tags: 好数字 · → daily
  value: date=2017
  📷 原图
• <a id="atom-ef19815044d0a09a"></a>🟦 2026-05-23 X·@ThierryBorgeat · 年度捐赠金额 · 盈利能力
  ~$500M a year.
  tags: 好数字 · → daily
  value: qty=$500M · date=年度
  📷 原图
• <a id="atom-f0b70a8bc99d406b"></a>🟦 2026-05-16 X·@ecommerceshares · loaded up on GOOG · 仓位情绪
  Buffett/Abel and Chris Hohn massively loaded up on $GOOG.
  tags: 好数字 · → daily
• <a id="atom-e8fac653f9bdc9d8"></a>🟦 2026-05-09 X·@Sebasti13651557 [老化中] · 护城河定义标准 · 护城河分析/投资理念
  his definition of moat is very simple: physical assets, monopolistic/duopolistic situation, high switching cost, long product cycle, and pricing power.
  tags: 好观点·好思考 · → daily
• <a id="atom-a411ef463b93efd2"></a>🟦 2026-05-24 X·@Jack_Raines · AUM · AUM/资产规模
  a British guy with 6 analysts running $70 billion
  tags: 好数字 · → daily
  value: qty=$70 billion · date=2026-05-24
• <a id="atom-2af40c33204b30e8"></a>🟦 2026-05-24 X·@Jack_Raines · holding period · 持仓周期
  9 year holding periods
  tags: 好数字 · → daily
  value: qty=9 years
• <a id="atom-d239cdeb73835801"></a>🟦 2026-05-24 X·@Jack_Raines · portfolio size · 持仓数量
  15 stocks total
  tags: 好数字 · → daily
  value: qty=15 stocks
• <a id="atom-cb2eaa2477515ba4"></a>🟦 2026-04-17 X·@fiscal_ai · 投资组合持仓比例 · 仓位持仓
  Chris Hohn最新持仓比例环形图 — GE: 22.6%; SAFR.F: 15.9%; V: 12.7%; EADS.F: 11.4%; MSFT: 9.7%
  tags: 好数字 · → daily
  value: qty=GE:22.6%; SAFR.F:15.9%; V:12.7%; EADS.F:11.4%; MSFT:9.7%
  [图: Chris Hohn最新持仓比例环形图 — GE: 22.6%; SAFR.F: 15.9%; V: 12.7%; EADS.F: 11.4%; MSFT: 9.7%]
  📷 原图
• <a id="atom-6c94278137581848"></a>🟦 2026-05-23 X·@ThierryBorgeat · 不投资行业列表 · 竞争格局
  Industries he won't touch: banks, autos, retail, insurance, tobacco, asset managers, fossil fuel utilities, airlines, wireless telecom, media, advertising.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-2023f4c1e178687d"></a>🟦 2026-05-09 X·@joecarlsonshow · sold most of his Microsoft position · 仓位情绪
  Chris Hohn sold most of his Microsoft position out of concern for AI disruption.
  tags: 好信源 · → daily
• <a id="atom-804ca3103a915348"></a>🟦 2026-05-09 X·@joecarlsonshow · wrote a letter to Sundar criticizing Google over employee compensation · 管理层表态/成本控制
  Chris Hohn wrote a letter to Sundar criticizing Google over their employee compensation, and saying they should shut down Waymo and return that capital to investors through buybacks.
  tags: 好信源 · → daily
• <a id="atom-5b08c052f5c21737"></a>🟦 2026-06-16 X·@kejca · 投资理念: 调查中通常会遇到坏消息 · 管理层表态
  "Usually, you don't understand everything. And, usually, the things you find out are bad things."
  tags: 好思考 · → daily
• <a id="atom-3107cbfa545378ab"></a>🟦 2026-06-16 X·@kejca · 投资理念: 先确认进入壁垒然后才看估值 · 管理层表态
  "We don't even look at [valuing a company] until we get comfortable that the barriers [to entry] are so strong that it will be around."
  tags: 好观点 · → daily

🟥 多头 takes (bullish) (2)

• <a id="atom-39a649d08fedbeac"></a>🟥 2026-05-23 X·@ThierryBorgeat · 买入谷歌理由 · 竞争格局
  Google's moat is more durable in an AI world.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-fbc93258ba54c968"></a>🟥 2026-05-15 X·@partners_road [老旧] · position on MSFT expected to outperform Bill Ackman · 仓位情绪
  My money is on Chris.
  tags: 好观点 · → daily

🟥 空头 takes (bearish) (2)

• <a id="atom-67b6954e304c4bd6"></a>🟥 2026-05-23 X·@ThierryBorgeat · 减持微软理由 · 技术路线/竞争格局
  AI could disrupt Office and Azure faster than the market thinks.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-e6641d93673436a1"></a>🟥 2026-05-09 X·@growpass [老化中] · 在谷歌150美元时全仓卖出，担心搜索被AI取代 · 仓位情绪/AI风险
  Anyone who full dumps Google at 150 down 30% from recent highs on worries of losing search to AI is a fool.
  tags: 好观点 · → daily
  value: qty=$150

🟥 中性 takes (neutral) (4)

• <a id="atom-9b4ebae7d46bbaa2"></a>🟥 2026-05-23 X·@ThierryBorgeat · 对AI影响的总体观点 · TAM/竞争格局
  call centers go bankrupt. Indian outsourcing coders are next. But for everyone else, AI lowers costs and raises productivity. Companies with real moats become MORE valuable.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-200a55b7c0b5edd8"></a>🟥 2026-05-23 X·@ThierryBorgeat · 激进投资者有效性观点 · 仓位情绪
  hardcore activism doesn't work anymore.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-23d6401a8a29770c"></a>🟥 2026-05-23 X·@ThierryBorgeat · 上市公司质量比较观点 · 竞争格局
  there are more good companies in public markets than in private equity.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-f945b5c9f9fd508b"></a>🟥 2026-05-23 X·@ThierryBorgeat · 做空观点 · 仓位情绪
  You're going to be eventually right but not be able to fund the losses.
  tags: 好观点 · → daily
  📷 原图

⏱ 时间轴 (近 20)

• 🟦 2026-06-16 · narrative · 投资理念: 先确认进入壁垒然后才看估值 · → daily
• 🟦 2026-06-16 · narrative · 投资理念: 调查中通常会遇到坏消息 · → daily
• 🟦 2026-05-24 · fact · AUM · → daily
• 🟦 2026-05-24 · fact · holding period · → daily
• 🟦 2026-05-24 · fact · portfolio size · → daily
• 🟦 2026-05-23 · fact · 2025 年盈利记录 · → daily
• 🟥 2026-05-23 · narrative · 投资最重要因素观点 · → daily
• 🟦 2026-05-23 · fact · 高质可投资公司全球数量估计 · → daily
• 🟦 2026-05-23 · fact · 基金持仓数量 · → daily
• 🟦 2026-05-23 · fact · 平均持仓期限 · → daily
• 🟥 2026-05-23 · narrative · 护城河测试标准 · → daily
• 🟦 2026-05-23 · fact · 不投资行业列表 · → daily
• 🟥 2026-05-23 · forecast · 对AI影响的总体观点 · → daily
• 🟦 2026-05-23 · fact · 微软持仓变动 · → daily
• 🟦 2026-05-23 · fact · 减持微软金额估计 · → daily
• 🟦 2026-05-23 · fact · 减持微软持股起始年份 · → daily
• 🟥 2026-05-23 · forecast · 减持微软理由 · → daily
• 🟦 2026-05-23 · fact · 谷歌持仓变动 · → daily
• 🟥 2026-05-23 · forecast · 买入谷歌理由 · → daily
• 🟥 2026-05-23 · narrative · 卖出条件观点 · → daily

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