Chris Hohn Holdings Activity

TCI Fund Management Portfolio 13F

TCI Fund Management has disclosed a total of 10 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 5 and decreased the number of shares of 5 position(s).

What stocks is Chris Hohn buying now?

In the recent quarter Chris Hohn has purchased 5 securities: (V) VISA INC-CLASS A SHARES (added shares +14.61%), (SPGI) S&P GLOBAL INC (added shares +7.05%), (MSFT) MICROSOFT CORP (added shares +1.53%), (MCO) MOODY'S CORP (added shares +0.64%) and (FER) FERROVIAL SE (added shares +0.71%).

What does Chris Hohn invest in?

Chris Hohn's top 5 holdings (by % of portfolio) are (GE) GENERAL ELECTRIC CO (24.12%), (MSFT) MICROSOFT CORP (17.23%), (V) VISA INC-CLASS A SHARES (13.35%), (MCO) MOODY'S CORP (13.1%) and (SPGI) S&P GLOBAL INC (11.53%).

In the latest report(s) the following changes have been made to the top investments: (GE) GENERAL ELECTRIC CO (reduced shares -0.13%), (MSFT) MICROSOFT CORP (added shares +1.53%), (V) VISA INC-CLASS A SHARES (added shares +14.61%), (MCO) MOODY'S CORP (added shares +0.64%) and (SPGI) S&P GLOBAL INC (added shares +7.05%).

2025 Q2 (10 results)
V
+14.61%
+2,429,996
+1.70%
$355.05
1.01% $351.47
13.35%
SPGI
+7.05%
+730,354
+0.76%
$527.29
4.07% $548.75
11.53%
MSFT
+1.53%
+265,350
+0.26%
$497.41
1.80% $506.34
17.23%
FER
+0.71%
+137,238
+0.01%
$53.35
2.76% $54.82
2.05%
MCO
+0.64%
+83,872
+0.08%
$501.59
1.56% $509.43
13.10%
GE
-0.13%
-60,516
-0.03%
$257.39
6.84% $275.00
24.12%
CP
-3.80%
-2,086,400
-0.33%
$79.29
3.85% $76.24
8.26%
GOOG
-6.42%
-889,500
-0.31%
$177.39
20.27% $213.35
4.54%
CNI
-14.54%
-3,910,012
-0.80%
$104.15
7.09% $96.77
4.72%
GOOGL
-22.77%
-930,000
-0.32%
$176.23
20.69% $212.70
1.10%
2025 Q1 (8 results)
MSFT
+23.63%
+3,306,244
+2.86%
$375.39
34.88% $506.34
14.97%
GE
+3.42%
+1,571,071
+0.72%
$200.15
37.40% $275.00
21.95%
SPGI
-0.37%
-38,808
-0.05%
$508.10
8.00% $548.75
12.14%
MCO
-0.63%
-83,662
-0.09%
$465.69
9.39% $509.43
14.13%
V
-0.95%
-159,625
-0.13%
$350.46
0.29% $351.47
13.44%
CNI
-9.41%
-2,794,686
-0.63%
$97.39
0.63% $96.77
6.04%
GOOG
-16.06%
-2,651,321
-0.96%
$156.23
36.56% $213.35
4.99%
GOOGL
-32.22%
-1,942,300
-0.69%
$154.64
37.55% $212.70
1.46%
2024 Q4 (5 results)
MSFT
+16.71%
+2,003,047
+1.99%
$421.50
20.13% $506.34
13.91%
FER
+1.25%
+238,184
+0.02%
$42.04
30.41% $54.82
1.92%
GOOG
-2.48%
-420,000
-0.19%
$190.44
12.03% $213.35
7.41%
GE
-4.53%
-2,180,500
-0.86%
$166.79
64.88% $275.00
18.09%
CNI
-16.21%
-5,743,513
-1.37%
$101.49
4.65% $96.77
7.11%
2024 Q3 (2 results)
MSFT
+13.85%
+1,458,700
+1.43%
$430.30
17.67% $506.34
11.72%
CNI
-10.26%
-4,051,108
-1.08%
$117.12
17.37% $96.77
9.43%
2024 Q2 (6 results)
FER
buy
+19,095,244
+1.81%
$38.85
41.12% $54.82
1.81%
GOOGL
+397.89%
+4,816,819
+2.14%
$182.15
16.77% $212.70
2.68%
SPGI
+15.14%
+1,367,466
+1.49%
$446.00
23.04% $548.75
11.33%
MCO
+8.59%
+1,047,858
+1.08%
$420.93
21.02% $509.43
13.63%
GE
+2.93%
+1,371,161
+0.53%
$158.97
72.99% $275.00
18.72%
TMO
-100.00%
-1,517,639
-2.16%
$581.21
15.21% $492.81
0.00%
2024 Q1 (8 results)
GOOGL
+669.12%
+1,053,191
+0.40%
$150.93
40.93% $212.70
0.46%
GE
+12.39%
+5,159,139
+2.28%
$175.53
56.67% $275.00
20.72%
MCO
+1.24%
+149,300
+0.15%
$393.03
29.62% $509.43
12.09%
MSFT
-1.00%
-106,275
-0.11%
$420.72
20.35% $506.34
11.17%
CP
-1.08%
-601,100
-0.13%
$88.19
13.55% $76.24
12.21%
CNI
-1.46%
-583,928
-0.19%
$131.72
26.53% $96.77
13.12%
TMO
-51.77%
-1,628,743
-2.39%
$581.21
15.21% $492.81
0.00%
FERG
-100.00%
-436,695
-0.21%
$193.07
19.76% $231.23
0.00%
2023 Q4 (8 results)
MSFT
buy
+10,638,165
+11.12%
$376.04
34.65% $506.34
11.12%
GOOGL
buy
+157,400
+0.06%
$139.69
52.27% $212.70
0.06%
MCO
+16.19%
+1,678,594
+1.82%
$390.56
30.44% $509.43
13.08%
SPGI
-0.29%
-26,000
-0.03%
$440.52
24.57% $548.75
11.06%
CP
-0.62%
-346,000
-0.08%
$79.14
3.66% $76.24
12.21%
TMO
-1.47%
-46,800
-0.07%
$530.79
7.16% $492.81
4.64%
CNI
-2.00%
-816,640
-0.29%
$125.72
23.03% $96.77
14.01%
FERG
-11.00%
-53,974
-0.03%
$193.07
19.76% $231.23
0.00%
47 of 354

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.