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%).

2021 Q1 (9 results)
LRCX
buy
+17,300
+0.03%
$595.26
83.21% $99.97
0.00%
KLAC
buy
+30,600
+0.03%
$330.39
163.55% $870.74
0.00%
SPGI
+147.79%
+3,491,166
+3.58%
$352.87
55.51% $548.75
6.00%
MSFT
+43.10%
+6,168,906
+4.22%
$235.77
114.76% $506.34
14.02%
BXP
+4.68%
+391,600
+0.12%
$101.26
28.38% $72.52
2.57%
MCO
+0.14%
+9,300
+0.01%
$298.61
70.60% $509.43
5.69%
CHTR
-1.52%
-157,824
-0.28%
$617.02
56.92% $265.81
18.37%
VNO
-100.00%
-4,904,776
-0.53%
$37.34
1.90% $38.05
0.00%
AMZN
-100.00%
-56,000
-0.03%
$162.84
40.36% $228.56
0.00%
2020 Q4 (4 results)
BXP
+61.22%
+3,175,236
+0.99%
$94.53
23.28% $72.52
2.59%
GOOG
-0.05%
-28,260
-0.01%
$87.59
143.57% $213.35
16.97%
CNI
-0.14%
-28,847
-0.01%
$109.88
11.93% $96.77
7.49%
VNO
-50.59%
-5,021,740
-0.62%
$37.34
1.90% $38.05
0.00%
2020 Q3 (16 results)
BXP
+236.76%
+3,646,609
+1.05%
$80.30
9.69% $72.52
1.49%
VNO
+136.96%
+5,737,374
+0.69%
$33.71
12.87% $38.05
1.20%
V
+25.34%
+2,842,505
+2.04%
$199.97
75.76% $351.47
10.08%
CHTR
-0.33%
-34,067
-0.08%
$624.34
57.43% $265.81
23.32%
CP
-0.63%
-355,235
-0.08%
$60.83
25.24% $76.19
12.19%
CNI
-0.95%
-200,105
-0.08%
$106.46
9.10% $96.77
7.94%
MSFT
-0.98%
-140,941
-0.11%
$210.33
140.74% $506.34
10.80%
GOOG
-1.02%
-609,080
-0.16%
$73.48
190.35% $213.35
15.57%
SPGI
-2.58%
-62,652
-0.08%
$360.60
52.18% $548.75
3.06%
MCO
-3.53%
-239,750
-0.25%
$289.85
75.76% $509.43
6.81%
AMZN
-50.88%
-58,000
-0.03%
$157.43
45.18% $228.56
0.03%
MA
-100.00%
-97,450
-0.10%
$295.70
101.02% $594.42
0.00%
RTX
-100.00%
-11,551,993
-2.55%
$61.62
157.22% $158.50
0.00%
ADBE
-100.00%
-3,430
-0.01%
$435.28
18.25% $355.85
0.00%
UNVR
-100.00%
-12,632,780
-0.76%
$16.86
114.35% $36.14
0.00%
ADSK
-100.00%
-5,000
-0.00%
$239.20
31.43% $314.37
0.00%
2020 Q2 (14 results)
VNO
buy
+4,189,142
+0.64%
$38.21
0.42% $38.05
0.64%
BXP
buy
+1,540,193
+0.55%
$90.38
19.76% $72.52
0.55%
RTX
buy
+11,551,993
+2.82%
$61.62
157.22% $158.50
0.00%
V
+52.35%
+3,853,636
+2.95%
$193.17
81.95% $351.47
8.60%
MSFT
+3.28%
+458,722
+0.37%
$203.51
148.80% $506.34
11.67%
CNI
+0.43%
+90,469
+0.03%
$88.51
9.33% $96.77
7.38%
UNP
+0.20%
+11,895
+0.01%
$169.07
32.06% $223.28
4.04%
CP
+0.12%
+69,995
+0.01%
$50.93
49.61% $76.19
11.36%
MCO
-0.29%
-19,456
-0.02%
$274.73
85.43% $509.43
7.40%
GOOG
-3.70%
-2,294,020
-0.64%
$70.68
201.85% $213.35
16.74%
UNVR
-20.26%
-3,210,221
-0.21%
$16.86
114.35% $36.14
0.00%
RTN
-100.00%
-10,428,073
-5.43%
$131.15
-
0.00%
ANTM
-100.00%
-861,377
-0.78%
$227.04
112.55% $482.58
0.00%
LIN
-100.00%
-167,130
-0.11%
$173.00
176.36% $478.10
0.00%
43 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.