TCI Fund Management Ltd
Chris Hohn · As of Q2 2021 · filed Aug 16, 2021
| CHTR CHARTER COMMUNICATIONS INC-A | 18.7% | Added +1.3% | 10,385,430 | $7.49B |
| GOOG ALPHABET INC-CL C | 18.5% | Held | 2,952,307 | $7.40B |
| MSFT MICROSOFT CORP | 13.8% | Held | 20,483,405 | $5.55B |
| CANADIAN PAC RY LTD | 10.7% | Added +400.0% | 55,860,385 | $4.30B |
| V VISA INC-CLASS A SHARES | 8.2% | Held | 14,057,890 | $3.29B |
| CNI CANADIAN NATL RAILWAY CO | 7.9% | Added +44.9% | 30,107,803 | $3.18B |
| SPGI S&P GLOBAL INC | 6.0% | Held | 5,853,460 | $2.40B |
| MCO MOODY'S CORP | 5.9% | Held | 6,562,790 | $2.38B |
| GOOGL ALPHABET INC-CL A | 3.8% | Held | 618,021 | $1.51B |
| BXP BXP INC | 3.3% | Added +30.6% | 11,432,392 | $1.31B |
| UNP UNION PACIFIC CORP | 3.1% | Reduced −4.9% | 5,721,210 | $1.26B |
| ARE ALEXANDRIA REAL ESTATE EQUIT | 0.1% | New | 163,000 | $29.7M |
| KRC KILROY REALTY CORP | 0.0% | New | 120,083 | $8.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| LRCXEUR LAM RESEARCH CORP | 17,300 | $10.3M |
| KLAC KLA CORP | 30,600 | $10.1M |
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.