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Chris Hohn

TCI Fund Management · Activist

UK activist drawn to infrastructure and monopolies

Reported Value (13F)

$45.2B

Positions

10 stocks

Quarter

2026 Q1

Filed

2026-05-15

Quarter Changes

NEW1
GOOGL
Add4
V+9.9%MCO+7.7%SPGI+19.0%GOOG+16.6%
Trim2
CP-2.4%MSFT-83.7%
Sold Out0

None

Holdings10

#CompanyWeightValue
1
GEGe Aerospace
29.85%
$13.5B
2
VAdd +9.9%Visa Inc
20.39%
$9.2B
3
MCOAdd +7.7%Moodys Corp
13.84%
$6.3B
4
SPGIAdd +19.0%S&P Global Inc
13.22%
$6.0B
5
CPTrim -2.4%Canadian Pacific Kansas City
8.10%
$3.7B
6
GOOGAdd +16.6%Alphabet Inc
5.62%
$2.5B
7
Ferrovial SeORD SHS
2.94%
$1.3B
8
CNICanadian Natl Ry Co
2.24%
$1.0B
9
MSFTTrim -83.7%Microsoft Corp
2.24%
$1.0B
10
GOOGLNEWAlphabet Inc
1.56%
$706.5M

13F filings are disclosed up to 45 days after quarter end and only include long positions in US-listed stocks. Not investment advice. · As of 2026 Q1

View on SEC