TCI Fund Management Ltd
Chris Hohn · As of Q2 2022 · filed Aug 15, 2022
| GOOG ALPHABET INC-CL C | 17.1% | Added +4.4% | 2,475,787 | $5.42B |
| MSFT MICROSOFT CORP | 16.0% | Added +13.7% | 19,629,035 | $5.04B |
| CNI CANADIAN NATL RAILWAY CO | 13.1% | Held | 36,699,825 | $4.13B |
| V VISA INC-CLASS A SHARES | 12.4% | Held | 19,924,121 | $3.92B |
| CANADIAN PAC RY LTD | 12.3% | Held | 55,860,385 | $3.90B |
| SPGI S&P GLOBAL INC | 9.4% | Added +28.5% | 8,768,321 | $2.96B |
| MCO MOODY'S CORP | 7.1% | Added +13.2% | 8,246,207 | $2.24B |
| GOOGL ALPHABET INC-CL A | 5.3% | Added +34.0% | 768,021 | $1.67B |
| UNP UNION PACIFIC CORP | 3.5% | Held | 5,252,148 | $1.12B |
| BXP BXP INC | 3.0% | Reduced −9.8% | 10,564,496 | $940.0M |
| AMAT APPLIED MATERIALS INC | 0.5% | New | 1,897,488 | $172.6M |
| KLAC KLA CORP | 0.2% | New | 155,441 | $49.6M |
| LRCXEUR LAM RESEARCH CORP | 0.1% | New | 89,545 | $38.2M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CHTR CHARTER COMMUNICATIONS INC-A | 2,111,453 | $1.15B |
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.