TCI Fund Management Ltd
Chris Hohn · As of Q3 2022 · filed Nov 14, 2022
| GOOG ALPHABET INC-CL C | 17.6% | Added +2017.7% | 52,430,790 | $5.04B |
| MSFT MICROSOFT CORP | 16.2% | Added +1.3% | 19,877,677 | $4.63B |
| CNI CANADIAN NATL RAILWAY CO | 13.9% | Held | 36,699,825 | $3.96B |
| CANADIAN PAC RY LTD | 13.0% | Held | 55,860,385 | $3.73B |
| V VISA INC-CLASS A SHARES | 12.4% | Added +0.1% | 19,936,821 | $3.54B |
| SPGI S&P GLOBAL INC | 9.4% | Held | 8,768,321 | $2.68B |
| MCO MOODY'S CORP | 7.0% | Held | 8,246,207 | $2.00B |
| GOOGL ALPHABET INC-CL A | 5.3% | Added +1978.3% | 15,961,420 | $1.53B |
| UNP UNION PACIFIC CORP | 3.8% | Added +5.4% | 5,534,098 | $1.08B |
| BXP BXP INC | 1.4% | Reduced −50.6% | 5,220,997 | $391.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AMAT APPLIED MATERIALS INC | 1,897,488 | $172.6M |
| KLAC KLA CORP | 155,441 | $49.6M |
| LRCXEUR LAM RESEARCH CORP | 89,545 | $38.2M |
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.