Compounder

Chris Hohn

Net buying

TCI Fund Management Ltd — managed by Chris Hohn; US equity positions disclosed quarterly via SEC 13F

Portfolio value$45.17B
Holdings10
Latest period2026-03-31
Top holdingGE AEROSPACE
Holdings
SecurityValueSharesWeight
GE AEROSPACE369604301$13.48B47,510,43129.85%
VISA INC92826C839$9.21B30,468,13320.39%
MOODYS CORP615369105$6.25B14,334,02713.84%
S&P GLOBAL INC78409V104$5.97B14,035,31013.22%
CANADIAN PACIFIC KANSAS CITY13646K108$3.66B46,521,9238.10%
ALPHABET INC02079K107$2.54B8,854,0195.62%
FERROVIAL SEN3168P101$1.33B20,740,2142.94%
CANADIAN NATL RY CO136375102$1.01B9,849,9342.24%
MICROSOFT CORP594918104$1.01B2,728,4122.24%
ALPHABET INC02079K305$706.5M2,457,0001.56%
Quarter Changes
New (1)
ALPHABET INC$706.5M
Exited (0)
Added (4)
VISA INC+9.9%
MOODYS CORP+7.7%
S&P GLOBAL INC+19.0%
ALPHABET INC+16.5%
Trimmed (2)
CANADIAN PACIFIC KANSAS CITY-2.4%
MICROSOFT CORP-83.7%

Sources·SEC EDGAR 13F as of 2026-05-15