Chris Hohn - TCI Fund Management

Portfolio

$52.77 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


GE	GEGE AEROSPACE	33.59%	Reduce 0.17%	47,428,233	$373.73	$17.73 B	$322.94	-13.59%
V	VVISA INC	19.83%	Add 0.09%	30,494,133	$343.09	$10.46 B	$367.21	+7.03%
—	MOODYS CORP	12.30%		14,334,027	$452.92	$6.49 B	—	—
SPGI	SPGIS&P GLOBAL INC	10.87%	Add 0.33%	14,081,957	$407.26	$5.74 B	$411.88	+1.13%
—	CANADIAN PACIFIC KANSAS CITY	7.44%	Reduce 2.57%	45,325,726	$86.62	$3.93 B	—	—
GOOG	GOOGALPHABET INC	6.65%	Add 12.25%	9,938,819	$353.33	$3.51 B	$330.48	-6.47%
—	FERROVIAL NV	2.72%	Add 0.97%	20,940,441	$68.51	$1.43 B	—	—
—	CANADIAN NATL RY CO	2.13%	Reduce 4.23%	9,433,422	$119.21	$1.12 B	$126.84	+6.40%
GOOGL	GOOGLALPHABET INC	1.66%		2,457,000	$357.37	$878.06 M	$332.60	-6.93%
—	MARTIN MARIETTA MATLS INC	1.44%	Buy	1,315,109	$576.70	$758.42 M	$525.27	-8.92%
VMC	VMCVULCAN MATLS CO	1.37%	Buy	2,447,004	$295.01	$721.89 M	$249.03	-15.59%

11 Einträge