Chris Hohn Holdings Activity

TCI Fund Management Portfolio 13F

TCI Fund Management has disclosed a total of 8 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 6 position(s).

What stocks is Chris Hohn buying now?

In the recent quarter Chris Hohn has purchased 2 securities: (MSFT) MICROSOFT CORP (added shares +23.63%) and (GE) GENERAL ELECTRIC CO (added shares +3.42%).

What does Chris Hohn invest in?

Chris Hohn's top 5 holdings (by % of portfolio) are (GE) GENERAL ELECTRIC CO (21.95%), (MSFT) MICROSOFT CORP (14.97%), (MCO) MOODY'S CORP (14.13%), (V) VISA INC-CLASS A SHARES (13.44%) and (SPGI) S&P GLOBAL INC (12.14%).

In the latest report(s) the following changes have been made to the top investments: (GE) GENERAL ELECTRIC CO (added shares +3.42%), (MSFT) MICROSOFT CORP (added shares +23.63%), (MCO) MOODY'S CORP (reduced shares -0.63%), (V) VISA INC-CLASS A SHARES (reduced shares -0.95%) and (SPGI) S&P GLOBAL INC (reduced shares -0.37%).

2023 Q2 (10 results)
CP
buy
+55,860,385
+13.41%
$80.80
0.40% $81.12
13.41%
FERG
buy
+490,669
+0.23%
$157.31
38.26% $217.50
0.23%
TMO
+280.41%
+2,339,032
+3.62%
$521.75
19.89% $417.99
4.92%
GE
+59.50%
+10,798,443
+5.07%
$109.85
140.94% $264.67
13.59%
CNI
+11.41%
+2,974,280
+1.51%
$121.12
14.93% $103.04
14.71%
MCO
+1.45%
+150,838
+0.16%
$347.72
42.44% $495.28
10.87%
V
-7.80%
-1,505,652
-1.06%
$237.48
46.13% $347.02
12.55%
GOOG
-21.36%
-5,026,006
-1.81%
$120.97
51.36% $183.10
6.65%
MSFT
-22.58%
-3,453,947
-3.49%
$340.54
48.53% $505.82
0.00%
CP
-100.00%
-55,860,385
-12.77%
$76.98
5.38% $81.12
0.00%
2023 Q1 (9 results)
GE
buy
+21,543,016
+8.55%
$95.60
176.85% $264.67
8.55%
TMO
+1,208.06%
+770,380
+1.52%
$576.37
27.48% $417.99
1.65%
MCO
+12.56%
+1,157,192
+1.21%
$306.02
61.85% $495.28
10.87%
SPGI
+1.58%
+117,480
+0.17%
$344.77
51.49% $522.28
11.01%
V
-3.24%
-645,000
-0.50%
$225.46
53.92% $347.02
14.89%
MSFT
-31.30%
-6,969,763
-6.88%
$288.30
75.45% $505.82
15.10%
GOOG
-56.86%
-26,050,271
-11.04%
$104.00
76.06% $183.10
8.38%
UNP
-100.00%
-5,191
-0.00%
$207.07
11.62% $231.14
0.00%
GOOGL
-100.00%
-15,961,420
-4.82%
$88.23
106.28% $182.00
0.00%
2022 Q4 (7 results)
TMO
buy
+63,770
+0.12%
$550.69
24.10% $417.99
0.12%
MSFT
+12.03%
+2,391,274
+1.92%
$239.82
110.92% $505.82
17.84%
MCO
+11.72%
+966,080
+0.90%
$278.62
77.76% $495.28
8.58%
SPGI
+4.75%
+360,057
+0.47%
$334.94
55.93% $522.28
10.28%
GOOG
+4.02%
+1,888,360
+0.63%
$88.73
106.36% $183.10
16.17%
UNP
-99.91%
-5,528,907
-3.83%
$207.07
11.62% $231.14
0.00%
BXP
-100.00%
-5,220,997
-1.31%
$74.97
6.74% $69.92
0.00%
2022 Q3 (9 results)
GOOG
+5.89%
+2,915,050
+0.98%
$96.15
90.43% $183.10
17.64%
UNP
+5.37%
+281,950
+0.19%
$194.82
18.64% $231.14
3.77%
GOOGL
+3.91%
+432,720
+0.20%
$95.65
90.28% $182.00
5.34%
MSFT
+1.27%
+248,642
+0.20%
$232.90
117.18% $505.82
16.20%
V
+0.06%
+12,700
+0.01%
$177.65
95.34% $347.02
12.39%
BXP
-50.58%
-5,343,499
-1.40%
$74.97
6.74% $69.92
0.00%
LRCX
-100.00%
-89,545
-0.13%
$426.15
76.28% $101.07
0.00%
AMAT
-100.00%
-1,897,488
-0.60%
$90.98
119.05% $199.29
0.00%
KLAC
-100.00%
-102,591
-0.17%
$319.08
193.51% $936.53
0.00%
2022 Q2 (10 results)
KLAC
buy
+102,591
+0.16%
$319.08
193.51% $936.53
0.00%
LRCX
buy
+89,545
+0.12%
$426.15
76.28% $101.07
0.00%
AMAT
buy
+1,897,488
+0.55%
$90.98
119.05% $199.29
0.00%
GOOGL
+34.03%
+3,900,000
+1.34%
$108.96
67.03% $182.00
5.30%
SPGI
+28.51%
+1,945,249
+2.07%
$337.06
54.95% $522.28
9.35%
MSFT
+13.69%
+2,364,269
+1.92%
$256.83
96.95% $505.82
15.95%
MCO
+13.18%
+619,441
+0.83%
$271.97
82.11% $495.28
7.10%
GOOG
+4.45%
+1,455,168
+0.73%
$109.37
67.41% $183.10
17.14%
BXP
-9.79%
-774,022
-0.32%
$88.98
21.42% $69.92
2.97%
CHTR
-100.00%
-2,111,453
-3.64%
$545.52
29.73% $383.33
0.00%
45 of 344

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.