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%).

2022 Q2 (10 results)
LRCX
buy
+89,545
+0.12%
$426.15
76.54% $99.97
0.00%
AMAT
buy
+1,897,488
+0.55%
$90.98
76.35% $160.44
0.00%
KLAC
buy
+155,441
+0.16%
$319.08
172.89% $870.74
0.00%
GOOGL
+34.03%
+3,900,000
+1.34%
$108.96
95.20% $212.70
5.30%
SPGI
+28.51%
+1,945,249
+2.07%
$337.06
62.80% $548.75
9.35%
MSFT
+13.69%
+2,364,269
+1.92%
$256.83
97.15% $506.34
15.95%
MCO
+13.18%
+960,375
+0.83%
$271.97
87.31% $509.43
7.10%
GOOG
+4.45%
+2,108,940
+0.73%
$109.37
95.07% $213.35
17.14%
BXP
-9.79%
-1,146,700
-0.32%
$88.98
18.50% $72.52
2.97%
CHTR
-100.00%
-2,111,453
-3.64%
$545.52
51.27% $265.81
0.00%
2022 Q1 (11 results)
SPGI
+82.08%
+3,075,788
+3.42%
$410.18
33.78% $548.75
7.60%
MCO
+11.02%
+723,042
+0.66%
$337.41
50.98% $509.43
6.67%
MSFT
+3.49%
+581,722
+0.49%
$308.31
64.23% $506.34
14.45%
BXP
-6.00%
-747,655
-0.26%
$128.80
43.70% $72.52
4.09%
GOOGL
-7.28%
-900,000
-0.34%
$139.07
52.95% $212.70
4.33%
V
-13.73%
-3,170,301
-1.91%
$221.77
58.48% $351.47
11.99%
UNP
-14.54%
-893,767
-0.66%
$273.21
18.28% $223.28
3.90%
GOOG
-19.71%
-11,639,340
-4.41%
$139.65
52.78% $213.35
17.97%
CHTR
-78.46%
-7,689,152
-11.39%
$545.52
51.27% $265.81
0.00%
ARE
-100.00%
-1,044,359
-0.63%
$222.96
63.05% $82.38
0.00%
INFO
-100.00%
-7,660,706
-2.76%
$132.92
82.70% $22.99
0.00%
2021 Q4 (6 results)
INFO
+99.54%
+3,821,464
+1.14%
$132.92
82.70% $22.99
0.00%
V
+15.82%
+3,155,111
+1.54%
$216.71
62.18% $351.47
11.26%
UNP
+7.42%
+424,705
+0.24%
$251.93
11.37% $223.28
3.48%
BXP
-4.08%
-529,898
-0.14%
$115.18
37.04% $72.52
3.23%
CHTR
-5.39%
-558,487
-0.82%
$651.97
59.23% $265.81
14.38%
SPGI
-22.15%
-1,066,154
-1.13%
$471.93
16.28% $548.75
3.98%
2021 Q3 (9 results)
INFO
buy
+3,839,242
+1.08%
$116.62
80.29% $22.99
1.08%
ARE
+540.71%
+881,359
+0.40%
$191.07
56.88% $82.38
0.48%
V
+41.84%
+5,881,421
+3.15%
$222.75
57.79% $351.47
10.67%
CNI
+21.89%
+6,592,022
+1.83%
$115.71
16.36% $96.77
10.20%
BXP
+13.61%
+1,556,357
+0.40%
$108.35
33.07% $72.52
3.38%
CHTR
-0.25%
-26,338
-0.05%
$727.56
63.47% $265.81
18.10%
SPGI
-17.77%
-1,040,022
-1.06%
$424.89
29.15% $548.75
4.91%
MSFT
-18.55%
-3,800,361
-2.57%
$281.92
79.60% $506.34
11.29%
KRC
-100.00%
-120,083
-0.02%
$69.64
40.38% $41.52
0.00%
2021 Q2 (8 results)
ARE
buy
+163,000
+0.07%
$181.94
54.72% $82.38
0.07%
KRC
buy
+120,083
+0.02%
$69.64
40.38% $41.52
0.00%
CNI
+44.93%
+9,334,385
+2.46%
$105.51
8.28% $96.77
7.92%
BXP
+30.60%
+2,678,754
+0.77%
$114.59
36.71% $72.52
3.27%
CHTR
+1.29%
+132,549
+0.24%
$721.45
63.16% $265.81
18.69%
UNP
-4.91%
-295,329
-0.16%
$219.93
1.52% $223.28
3.14%
KLAC
-100.00%
-30,600
-0.03%
$330.39
163.55% $870.74
0.00%
LRCX
-100.00%
-17,300
-0.03%
$595.26
83.21% $99.97
0.00%
44 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.