TCI Fund Management Ltd — 13F holdings

TCI Fund Management Ltd reported 11 holdings worth $52.8B in its 13F filing for Q2 2026, filed August 14, 2026.

Chris Hohn's portfolio: holdings, buys and sells

Largest positions

1. GE GE AEROSPACE — $17.7B (33.6%)
2. V Visa Inc — $10.5B (19.8%)
3. MCO MOODYS CORP — $6.49B (12.3%)
4. SPGI S&P GLOBAL INC — $5.74B (10.9%)
5. CP CANADIAN PACIFIC KANSAS CITY — $3.93B (7.4%)
6. GOOG ALPHABET INC — $3.51B (6.7%)
7. FER Ferrovial SE — $1.43B (2.7%)
8. CNI CANADIAN NATL RY CO — $1.12B (2.1%)
9. GOOGL ALPHABET INC — $878M (1.7%)
10. MLM MARTIN MARIETTA MATLS INC — $758M (1.4%)