TCI Fund Management Ltd
Chris Hohn · As of Q1 2021 · filed May 17, 2021
| CHTR CHARTER COMMUNICATIONS INC-A | 18.4% | Reduced −1.5% | 10,252,881 | $6.33B |
| GOOG ALPHABET INC-CL C | 17.7% | Held | 2,952,307 | $6.11B |
| MSFT MICROSOFT CORP | 14.0% | Added +43.1% | 20,483,405 | $4.83B |
| CANADIAN PAC RY LTD | 12.4% | Held | 11,172,077 | $4.26B |
| V VISA INC-CLASS A SHARES | 8.6% | Held | 14,057,890 | $2.98B |
| CNI CANADIAN NATL RAILWAY CO | 7.0% | Held | 20,773,418 | $2.41B |
| SPGI S&P GLOBAL INC | 6.0% | Added +147.8% | 5,853,460 | $2.07B |
| MCO MOODY'S CORP | 5.7% | Added +0.1% | 6,562,790 | $1.96B |
| UNP UNION PACIFIC CORP | 3.9% | Held | 6,016,539 | $1.33B |
| GOOGL ALPHABET INC-CL A | 3.7% | Held | 618,021 | $1.27B |
| BXP BXP INC | 2.6% | Added +4.7% | 8,753,638 | $886.4M |
| LRCXEUR LAM RESEARCH CORP | 0.0% | New | 17,300 | $10.3M |
| KLAC KLA CORP | 0.0% | New | 30,600 | $10.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| VNO VORNADO REALTY TRUST | 4,904,776 | $183.1M |
| AMZN AMAZON.COM INC | 2,800 | $9.1M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.