Chris Hohn

TCI Fund Management Ltd

as of Dec 31, 2020 · filed Feb 16, 2021 · 47-day reporting lag · historical report

Source filings

13F-HR 0001647251-21-000002

QuarterCompare any two quarters

Portfolio value$30.5B 9.3% vs. previous quarter

Positions120 new · 0 sold

Top 576.4%largest CHTR at 22.6%

Largest moveGOOGReduced · +1.7% weight shift

Concentration

How much of the portfolio the biggest positions add up to. Hover the curve, or focus it and use the arrow keys, to inspect each rank.

Longest held

One block per imported quarter, oldest at the left. A full row means held in all of them, not that the position began there.

43%held throughout

GOOG26

V26

CNI26

MCO26

SPGI26

Top 3 moves

GOOG+1.7%

BXP+1.1%

CHTR−0.7%

No new positions and no positions sold; the largest portfolio-weight shift was GOOG gaining 1.7% of portfolio weight.

Holdings

Reported price is value divided by shares, the manager’s quarter-end mark rather than a traded price.

Sorted by portfolio weight, high to low

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Reported holdings for Q4 2020

CHTRCHARTER COMMUNICATIONS INC-ACommunication Services	22.6%-0.7%	Unchanged	10,410,705	$661.55	$6.89B
GOOGALPHABET INCCommunication ServicesGOOG · GOOGLSupply chain (as of Q2 2026)	20.5%+1.7%	Reduced	GOOG2,952,307GOOGL618,021	GOOG$1751.88GOOGL$1752.64	$6.26B
Ticker unavailableCANADIAN PAC RY LTDUnclassified	12.7%+0.5%	Unchanged	11,172,077	$346.72	$3.87B
MSFTMICROSOFT CORPInformation Technology	10.4%-0.4%	Unchanged	14,314,499	$222.42	$3.18B
VVISA INC-CLASS A SHARESFinancials	10.1%	Unchanged	14,057,890	$218.73	$3.07B
CNICANADIAN NATL RAILWAY COIndustrials	7.5%-0.5%	Reduced0.1%	20,773,418	$109.88	$2.28B
MCOMOODY'S CORPConsumer Discretionary	6.2%-0.6%	Unchanged	6,553,490	$290.24	$1.90B
UNPUNION PACIFIC CORPIndustrials	4.1%-0.1%	Unchanged	6,016,539	$208.22	$1.25B
BXPBXP INCReal Estate	2.6%+1.1%	Increased61.2%	8,362,038	$94.53	$790.5M
SPGIS&P GLOBAL INCConsumer Discretionary	2.5%-0.5%	Unchanged	2,362,294	$328.73	$776.6M
VNOVORNADO REALTY TRUSTReal Estate	0.6%-0.6%	Reduced50.6%	4,904,776	$37.34	$183.1M
AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026)	0.0%	Unchanged	2,800	$3256.79	$9.12M