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)
FERG
buy
+490,669
+0.23%
$157.31
13.98% $179.30
0.23%
CP
buy
+55,860,385
+13.41%
$80.80
0.49% $80.40
13.41%
TMO
+280.41%
+2,339,032
+3.62%
$521.75
23.24% $400.48
4.92%
GE
+59.50%
+15,537,329
+5.07%
$109.85
109.62% $230.27
13.59%
CNI
+11.41%
+4,189,128
+1.51%
$121.12
12.30% $106.22
14.71%
MCO
+1.45%
+150,838
+0.16%
$347.72
35.67% $471.76
10.87%
V
-7.80%
-1,505,652
-1.06%
$237.48
50.74% $357.97
12.55%
GOOG
-21.36%
-5,026,006
-1.81%
$120.97
42.17% $171.98
6.65%
MSFT
-22.58%
-3,453,947
-3.49%
$340.54
33.57% $454.86
0.00%
CP
-100.00%
-55,860,385
-12.77%
$76.98
4.45% $80.40
0.00%
2023 Q1 (9 results)
GE
buy
+26,112,747
+8.55%
$95.60
140.87% $230.27
8.55%
TMO
+1,208.06%
+770,380
+1.52%
$576.37
30.52% $400.48
1.65%
MCO
+12.56%
+1,157,192
+1.21%
$306.02
54.16% $471.76
10.87%
SPGI
+1.58%
+145,038
+0.17%
$344.77
48.31% $511.32
11.01%
V
-3.24%
-645,000
-0.50%
$225.46
58.77% $357.97
14.89%
MSFT
-31.30%
-6,969,763
-6.88%
$288.30
57.77% $454.86
15.10%
GOOG
-56.86%
-31,012,228
-11.04%
$104.00
65.37% $171.98
8.38%
GOOGL
-100.00%
-15,961,420
-4.82%
$88.23
93.66% $170.87
0.00%
UNP
-100.00%
-5,191
-0.00%
$207.07
7.63% $222.87
0.00%
2022 Q4 (7 results)
TMO
buy
+63,770
+0.12%
$550.69
27.28% $400.48
0.12%
MSFT
+12.03%
+2,391,274
+1.92%
$239.82
89.67% $454.86
17.84%
MCO
+11.72%
+966,080
+0.90%
$278.62
69.32% $471.76
8.58%
SPGI
+4.75%
+416,252
+0.47%
$334.94
52.66% $511.32
10.28%
GOOG
+4.02%
+2,109,900
+0.63%
$88.73
93.82% $171.98
16.17%
UNP
-99.91%
-5,528,907
-3.83%
$207.07
7.63% $222.87
0.00%
BXP
-100.00%
-5,220,997
-1.31%
$74.97
13.79% $64.63
0.00%
2022 Q3 (9 results)
GOOG
+5.89%
+2,915,050
+0.98%
$96.15
78.87% $171.98
17.64%
UNP
+5.37%
+281,950
+0.19%
$194.82
14.40% $222.87
3.77%
GOOGL
+3.91%
+601,000
+0.20%
$95.65
78.64% $170.87
5.34%
MSFT
+1.27%
+248,642
+0.20%
$232.90
95.30% $454.86
16.20%
V
+0.06%
+12,700
+0.01%
$177.65
101.50% $357.97
12.39%
BXP
-50.58%
-5,343,499
-1.40%
$74.97
13.79% $64.63
0.00%
AMAT
-100.00%
-1,897,488
-0.60%
$90.98
76.43% $160.52
0.00%
KLAC
-100.00%
-155,441
-0.17%
$319.08
140.54% $767.51
0.00%
LRCX
-100.00%
-89,545
-0.13%
$426.15
80.63% $82.56
0.00%
2022 Q2 (10 results)
AMAT
buy
+1,897,488
+0.55%
$90.98
76.43% $160.52
0.00%
KLAC
buy
+155,441
+0.16%
$319.08
140.54% $767.51
0.00%
LRCX
buy
+89,545
+0.12%
$426.15
80.63% $82.56
0.00%
GOOGL
+34.03%
+3,900,000
+1.34%
$108.96
56.81% $170.87
5.30%
SPGI
+28.51%
+1,945,249
+2.07%
$337.06
51.70% $511.32
9.35%
MSFT
+13.69%
+2,364,269
+1.92%
$256.83
77.11% $454.86
15.95%
MCO
+13.18%
+960,375
+0.83%
$271.97
73.46% $471.76
7.10%
GOOG
+4.45%
+2,108,940
+0.73%
$109.37
57.24% $171.98
17.14%
BXP
-9.79%
-1,146,700
-0.32%
$88.98
27.37% $64.63
2.97%
CHTR
-100.00%
-2,111,453
-3.64%
$545.52
24.86% $409.93
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.