Chris Hohn

TCI Fund Management Ltd

as of Mar 31, 2022 · filed May 16, 2022 · 46-day reporting lag · historical report

Source filings

13F-HR 0001647251-22-000004

QuarterCompare any two quarters

Portfolio value$36.8B -17.1% vs. previous quarter

Positions100 new · 2 sold

Top 574.6%largest GOOG at 22.3%

Largest moveCHTRReduced · -11.3% 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.

58%held throughout

GOOG26

CNI26

V26

SPGI26

MCO26

Top 3 moves

CHTR−11.3%

SPGI+3.6%

CANADIAN PAC RY LTD+3.5%

No new positions and 2 sold; the largest portfolio-weight shift was CHTR losing 11.3% 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 Q1 2022

GOOGALPHABET INCCommunication ServicesGOOG · GOOGLSupply chain (as of Q2 2026)	22.3%-1.0%	Reduced	GOOG2,370,340GOOGL573,021	GOOG$2792.99GOOGL$2781.35	$8.21B
MSFTMICROSOFT CORPInformation Technology	14.4%+1.8%	Increased3.5%	17,264,766	$308.31	$5.32B
CNICANADIAN NATL RAILWAY COIndustrials	13.4%+3.2%	Unchanged	36,699,825	$134.10	$4.92B
Ticker unavailableCANADIAN PAC RY LTDUnclassified	12.5%+3.5%	Unchanged	55,860,385	$82.51	$4.61B
VVISA INC-CLASS A SHARESFinancials	12.0%+0.7%	Reduced13.7%	19,924,121	$221.77	$4.42B
SPGIS&P GLOBAL INCConsumer Discretionary	7.6%+3.6%	Increased82.1%	6,823,072	$410.18	$2.80B
MCOMOODY'S CORPConsumer Discretionary	6.7%+0.9%	Increased11.0%	7,285,832	$337.41	$2.46B
BXPBXP INCReal Estate	4.1%+0.9%	Reduced6.0%	11,711,196	$128.80	$1.51B
UNPUNION PACIFIC CORPIndustrials	3.9%+0.4%	Reduced14.5%	5,252,148	$273.21	$1.43B
CHTRCHARTER COMMUNICATIONS INC-ACommunication Services	3.1%-11.3%	Reduced78.5%	2,111,453	$545.52	$1.15B