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Investors/ TCI Fund Management Ltd/ Q1 2024

TCI Fund Management Ltd

Chris Hohn · As of Q1 2024 · filed May 15, 2024

GE GENERAL ELECTRIC
20.7%
Added +12.4% 46,809,215 $8.22B
CNI CANADIAN NATL RAILWAY CO
13.1%
Reduced −1.5% 39,488,385 $5.20B
CP CANADIAN PACIFIC KANSAS CITY
12.2%
Reduced −1.1% 54,913,285 $4.84B
MCO MOODY'S CORP
12.1%
Added +1.2% 12,198,911 $4.79B
V VISA INC-CLASS A SHARES
11.8%
Held 16,797,187 $4.69B
MSFT MICROSOFT CORP
11.2%
Reduced −1.0% 10,531,890 $4.43B
SPGI S&P GLOBAL INC
9.7%
Held 9,032,611 $3.84B
GOOG ALPHABET INC-CL C
6.5%
Held 16,927,056 $2.58B
TMO THERMO FISHER SCIENTIFIC INC
2.2%
Reduced −51.8% 1,517,639 $882.1M
GOOGL ALPHABET INC-CL A
0.5%
Added +669.1% 1,210,591 $182.7M

Sold positions

1 closed in Q1 2024 · shares & value as of prior filing
Holding Shares sold Prior value
FERG1GBX FERGUSON PLC
436,695 $84.3M

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.