Chris Hohn Holdings Activity

TCI Fund Management Portfolio 13F

TCI Fund Management has disclosed a total of 2 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 1 position(s).

What stocks is Chris Hohn buying now?

In the recent quarter Chris Hohn has bought (MSFT) MICROSOFT CORP (added shares +13.85%).

What does Chris Hohn invest in?

Chris Hohn's top 5 holdings (by % of portfolio) are (GE) GENERAL ELECTRIC CO (20.64%), (MCO) MOODY'S CORP (14.28%), (SPGI) S&P GLOBAL INC (12.21%), (MSFT) MICROSOFT CORP (11.72%) and (CP) CANADIAN PACIFIC KANSAS CITY (10.67%).

In the latest report(s) the following change has been made to the top investments: (MSFT) MICROSOFT CORP (added shares +13.85%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q4 (7 results)
TMO
THERMO FISHER SCIENTIFIC INC
buy
+63,770
+0.12%
$550.69
6.80% $513.26
0.12%
MSFT
MICROSOFT CORP
+12.03%
+2,391,274
+1.92%
$239.82
73.88% $417.00
17.84%
MCO
MOODY'S CORP
+11.72%
+966,080
+0.90%
$278.62
72.51% $480.66
8.58%
SPGI
S&P GLOBAL INC
+4.75%
+360,057
+0.47%
$334.94
53.60% $514.46
10.28%
GOOG
ALPHABET INC-CL C
+4.02%
+1,888,360
+0.63%
$88.73
87.73% $166.57
16.17%
UNP
UNION PACIFIC CORP
-99.91%
-5,528,907
-3.83%
$207.07
17.06% $242.39
0.00%
BXP
BOSTON PROPERTIES INC
-100.00%
-5,220,997
-1.31%
$74.97
7.59% $80.66
0.00%
2022 Q3 (9 results)
GOOG
ALPHABET INC-CL C
+5.89%
+2,915,050
+0.98%
$96.15
73.24% $166.57
17.64%
UNP
UNION PACIFIC CORP
+5.37%
+281,950
+0.19%
$194.82
24.42% $242.39
3.77%
GOOGL
ALPHABET INC-CL A
+3.91%
+432,720
+0.20%
$95.65
72.25% $164.76
5.34%
MSFT
MICROSOFT CORP
+1.27%
+248,642
+0.20%
$232.90
79.05% $417.00
16.20%
V
VISA INC-CLASS A SHARES
+0.06%
+12,700
+0.01%
$177.65
74.46% $309.92
12.39%
BXP
BOSTON PROPERTIES INC
-50.58%
-5,343,499
-1.40%
$74.97
7.59% $80.66
0.00%
AMAT
APPLIED MATERIALS INC
-100.00%
-1,897,488
-0.60%
$90.98
92.22% $174.88
0.00%
KLAC
KLA CORP
-100.00%
-102,591
-0.17%
$319.08
100.44% $639.55
0.00%
LRCX
LAM RESEARCH CORP
-100.00%
-89,545
-0.13%
$426.15
82.95% $72.64
0.00%
2022 Q2 (10 results)
KLAC
KLA CORP
buy
+102,591
+0.16%
$319.08
100.44% $639.55
0.00%
LRCX
LAM RESEARCH CORP
buy
+89,545
+0.12%
$426.15
82.95% $72.64
0.00%
AMAT
APPLIED MATERIALS INC
buy
+1,897,488
+0.55%
$90.98
92.22% $174.88
0.00%
GOOGL
ALPHABET INC-CL A
+34.03%
+3,900,000
+1.34%
$108.96
51.21% $164.76
5.30%
SPGI
S&P GLOBAL INC
+28.51%
+1,945,249
+2.07%
$337.06
52.63% $514.46
9.35%
MSFT
MICROSOFT CORP
+13.69%
+2,364,269
+1.92%
$256.83
62.36% $417.00
15.95%
MCO
MOODY'S CORP
+13.18%
+619,441
+0.83%
$271.97
76.73% $480.66
7.10%
GOOG
ALPHABET INC-CL C
+4.45%
+1,455,168
+0.73%
$109.37
52.30% $166.57
17.14%
BXP
BOSTON PROPERTIES INC
-9.79%
-774,022
-0.32%
$88.98
9.35% $80.66
2.97%
CHTR
CHARTER COMMUNICATIONS INC-A
-100.00%
-2,111,453
-3.64%
$545.52
28.83% $388.27
0.00%
2022 Q1 (11 results)
SPGI
S&P GLOBAL INC
+82.08%
+3,075,788
+3.42%
$410.18
25.42% $514.46
7.60%
MCO
MOODY'S CORP
+11.02%
+723,042
+0.66%
$337.41
42.46% $480.66
6.67%
MSFT
MICROSOFT CORP
+3.49%
+392,662
+0.49%
$308.31
35.25% $417.00
14.45%
BXP
BOSTON PROPERTIES INC
-6.00%
-747,655
-0.26%
$128.80
37.38% $80.66
4.09%
GOOGL
ALPHABET INC-CL A
-7.28%
-900,000
-0.34%
$139.07
18.47% $164.76
4.33%
V
VISA INC-CLASS A SHARES
-13.73%
-3,170,301
-1.91%
$221.77
39.75% $309.92
11.99%
UNP
UNION PACIFIC CORP
-14.54%
-589,886
-0.66%
$273.21
11.28% $242.39
3.90%
GOOG
ALPHABET INC-CL C
-19.71%
-8,205,734
-4.41%
$139.65
19.28% $166.57
17.97%
CHTR
CHARTER COMMUNICATIONS INC-A
-78.46%
-7,689,152
-11.39%
$545.52
28.83% $388.27
0.00%
ARE
ALEXANDRIA REAL ESTATE EQUIT
-100.00%
-1,044,359
-0.63%
$222.96
51.43% $108.30
0.00%
INFO
IHS MARKIT LTD
-100.00%
-7,660,706
-2.76%
$132.92
84.37% $20.78
0.00%
2021 Q4 (6 results)
INFO
IHS MARKIT LTD
+99.54%
+3,821,464
+1.14%
$132.92
84.37% $20.78
0.00%
V
VISA INC-CLASS A SHARES
+15.82%
+3,155,111
+1.54%
$216.71
43.01% $309.92
11.26%
UNP
UNION PACIFIC CORP
+7.42%
+305,787
+0.24%
$251.93
3.79% $242.39
3.48%
BXP
BOSTON PROPERTIES INC
-4.08%
-529,898
-0.14%
$115.18
29.97% $80.66
3.23%
CHTR
CHARTER COMMUNICATIONS INC-A
-5.39%
-558,487
-0.82%
$651.97
40.45% $388.27
14.38%
SPGI
S&P GLOBAL INC
-22.15%
-1,066,154
-1.13%
$471.93
9.01% $514.46
3.98%
43 of 331

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.