All investors
Chris Hohn
TCI Fund Management · Activist
UK activist drawn to infrastructure and monopolies
Reported Value (13F)
$52.8B
Positions
11 stocks
Quarter
2026 Q2
Filed
2026-08-14
Quarter Changes
NEW2
MLMVMC
Add4
V+0.1%SPGI+0.3%GOOG+12.3%Ferrovial NV+1.0%
Trim3
GE-0.2%CP-2.6%CNI-4.2%
Sold Out1
MSFT
Holdings11
| # | Company | Weight | Value |
|---|---|---|---|
| 1 | GETrim -0.2%Ge Aerospace | 33.59% | $17.7B |
| 2 | VAdd +0.1%Visa Inc | 19.83% | $10.5B |
| 3 | MCOMoodys Corp | 12.30% | $6.5B |
| 4 | SPGIAdd +0.3%S&P Global Inc | 10.87% | $5.7B |
| 5 | CPTrim -2.6%Canadian Pacific Kansas City | 7.44% | $3.9B |
| 6 | GOOGAdd +12.3%Alphabet Inc | 6.65% | $3.5B |
| 7 | Ferrovial NVAdd +1.0%ORD SHS | 2.72% | $1.4B |
| 8 | CNITrim -4.2%Canadian Natl Ry Co | 2.13% | $1.1B |
| 9 | GOOGLAlphabet Inc | 1.66% | $878.1M |
| 10 | MLMNEWMartin Marietta Matls Inc | 1.44% | $758.4M |
| 11 | VMCNEWVulcan Matls Co | 1.37% | $721.9M |
