Chris Hohn Holdings Activity

TCI Fund Management Portfolio 13F

TCI Fund Management has disclosed a total of 7 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 1 totally new and decreased the number of shares of 2 position(s).

What stocks is Chris Hohn buying now?

In the recent quarter Chris Hohn has purchased 5 securities: (SPGI) S&P GLOBAL INC (added shares +19.04%), (V) VISA INC-CLASS A SHARES (added shares +9.9%), (GOOGL) ALPHABET INC-CL A (new buy), (MCO) MOODY'S CORP (added shares +7.71%) and (GOOG) ALPHABET INC-CL C (added shares +16.55%).

What does Chris Hohn invest in?

Chris Hohn's top 5 holdings (by % of portfolio) are (GE) GENERAL ELECTRIC CO (29.85%), (V) VISA INC-CLASS A SHARES (20.39%), (MCO) MOODY'S CORP (13.84%), (SPGI) S&P GLOBAL INC (13.22%) and (CP) CANADIAN PACIFIC KANSAS CITY (8.1%).

In the latest report(s) the following changes have been made to the top investments: (V) VISA INC-CLASS A SHARES (added shares +9.9%), (MCO) MOODY'S CORP (added shares +7.71%), (SPGI) S&P GLOBAL INC (added shares +19.04%) and (CP) CANADIAN PACIFIC KANSAS CITY (reduced shares -2.38%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2021 Q3 (9 results)
INFO
IHS MARKIT LTD
buy
+3,839,242
+1.08%
$116.62
76.57% $27.32
1.08%
ARE
ALEXANDRIA REAL ESTATE EQUIT
+540.71%
+881,359
+0.40%
$191.07
72.47% $52.60
0.48%
V
VISA INC-CLASS A SHARES
+41.84%
+5,881,421
+3.15%
$222.75
44.63% $322.17
10.67%
CNI
CANADIAN NATL RAILWAY CO
+21.89%
+6,592,022
+1.83%
$115.71
3.42% $119.66
10.20%
BXP
BOSTON PROPERTIES INC
+13.61%
+1,556,357
+0.40%
$108.35
42.52% $62.28
3.38%
CHTR
CHARTER COMMUNICATIONS INC-A
-0.25%
-26,338
-0.05%
$727.56
82.04% $130.66
18.10%
SPGI
S&P GLOBAL INC
-17.77%
-1,040,022
-1.06%
$424.89
0.11% $425.36
4.91%
MSFT
MICROSOFT CORP
-18.55%
-3,800,361
-2.57%
$281.92
52.89% $431.02
11.29%
KRC
KILROY REALTY CORP
-100.00%
-120,083
-0.02%
$69.64
47.78% $36.37
0.00%
2021 Q2 (8 results)
ARE
ALEXANDRIA REAL ESTATE EQUIT
buy
+163,000
+0.07%
$181.94
71.09% $52.60
0.07%
KRC
KILROY REALTY CORP
buy
+120,083
+0.02%
$69.64
47.78% $36.37
0.00%
CNI
CANADIAN NATL RAILWAY CO
+44.93%
+9,334,385
+2.46%
$105.51
13.42% $119.66
7.92%
BXP
BOSTON PROPERTIES INC
+30.60%
+2,678,754
+0.77%
$114.59
45.65% $62.28
3.27%
CHTR
CHARTER COMMUNICATIONS INC-A
+1.29%
+132,549
+0.24%
$721.45
81.89% $130.66
18.69%
UNP
UNION PACIFIC CORP
-4.91%
-295,329
-0.16%
$219.93
19.36% $262.50
3.14%
KLAC
KLA CORP
-100.00%
-30,600
-0.03%
$330.39
525.73% $2,067.37
0.00%
LRCX
LAM RESEARCH CORP
-100.00%
-17,300
-0.03%
$595.26
44.54% $330.16
0.00%
2021 Q1 (9 results)
KLAC
KLA CORP
buy
+30,600
+0.03%
$330.39
525.73% $2,067.37
0.00%
LRCX
LAM RESEARCH CORP
buy
+17,300
+0.03%
$595.26
44.54% $330.16
0.00%
SPGI
S&P GLOBAL INC
+147.79%
+3,491,166
+3.58%
$352.87
20.54% $425.36
6.00%
MSFT
MICROSOFT CORP
+43.10%
+6,168,906
+4.22%
$235.77
82.81% $431.02
14.02%
BXP
BOSTON PROPERTIES INC
+4.68%
+391,600
+0.12%
$101.26
38.49% $62.28
2.57%
MCO
MOODY'S CORP
+0.14%
+9,300
+0.01%
$298.61
52.85% $456.44
5.69%
CHTR
CHARTER COMMUNICATIONS INC-A
-1.52%
-157,824
-0.28%
$617.02
78.82% $130.66
18.37%
AMZN
AMAZONCOM INC
-100.00%
-56,000
-0.03%
$162.84
56.30% $254.52
0.00%
VNO
VORNADO REALTY TRUST
-100.00%
-4,904,776
-0.53%
$37.34
6.37% $34.96
0.00%
2020 Q4 (4 results)
BXP
BOSTON PROPERTIES INC
+61.22%
+3,175,236
+0.99%
$94.53
34.12% $62.28
2.59%
GOOG
ALPHABET INC-CL C
-0.05%
-28,260
-0.01%
$87.59
316.74% $365.04
16.97%
CNI
CANADIAN NATL RAILWAY CO
-0.14%
-28,847
-0.01%
$109.88
8.90% $119.66
7.49%
VNO
VORNADO REALTY TRUST
-50.59%
-5,021,740
-0.62%
$37.34
6.37% $34.96
0.00%
2020 Q3 (16 results)
BXP
BOSTON PROPERTIES INC
+236.76%
+3,646,609
+1.05%
$80.30
22.44% $62.28
1.49%
VNO
VORNADO REALTY TRUST
+136.96%
+5,737,374
+0.69%
$33.71
3.71% $34.96
1.20%
V
VISA INC-CLASS A SHARES
+25.34%
+2,842,505
+2.04%
$199.97
61.11% $322.17
10.08%
CHTR
CHARTER COMMUNICATIONS INC-A
-0.33%
-34,067
-0.08%
$624.34
79.07% $130.66
23.32%
CP
CANADIAN PACIFIC RAILWAY LTD
-0.63%
-355,235
-0.08%
$60.83
46.29% $88.99
12.19%
CNI
CANADIAN NATL RAILWAY CO
-0.95%
-200,105
-0.08%
$106.46
12.40% $119.66
7.94%
MSFT
MICROSOFT CORP
-0.98%
-140,941
-0.11%
$210.33
104.93% $431.02
10.80%
GOOG
ALPHABET INC-CL C
-1.02%
-609,080
-0.16%
$73.48
396.79% $365.04
15.57%
SPGI
S&P GLOBAL INC
-2.58%
-62,652
-0.08%
$360.60
17.96% $425.36
3.06%
MCO
MOODY'S CORP
-3.53%
-239,750
-0.25%
$289.85
57.47% $456.44
6.81%
AMZN
AMAZONCOM INC
-50.88%
-58,000
-0.03%
$157.43
61.67% $254.52
0.03%
UNVR
UNIVAR SOLUTIONS INC
-100.00%
-12,632,780
-0.76%
$16.86
-
0.00%
ADSK
AUTODESK INC
-100.00%
-5,000
-0.00%
$239.20
0.87% $237.11
0.00%
MA
MASTERCARD INC - A
-100.00%
-97,450
-0.10%
$295.70
63.90% $484.66
0.00%
RTX
RAYTHEON TECHNOLOGIES CORP
-100.00%
-11,551,993
-2.55%
$61.62
191.63% $179.70
0.00%
ADBE
ADOBE INC
-100.00%
-3,430
-0.01%
$435.28
39.51% $263.30
0.00%
46 of 375

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.