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Tracking Chris Hohn's TCI Fund Management 13F Portfolio - Q2 2023 Update

Sep. 21, 2023 5:26 AM ETCNI, CNR:CA, CP, CP:CA, GOOG, GOOGL, MCO, MSFT, SPGI, TMO, V, GE, FERG1 Comment
John Vincent profile picture
John Vincent


  • TCI Fund Management's 13F portfolio value increased from $29.20B to $33.67B this quarter.
  • The top three holdings in the portfolio are Canadian National Railway, General Electric, and Canadian Pacific Railway.
  • New stakes were established in Ferguson plc, while stake increases were made in Canadian National Railway, General Electric, Moody's Corp., and Thermo Fisher Scientific.

Financial District of London and the Tower Bridge


This article is part of a series that provides an ongoing analysis of the changes made to TCI Fund Management’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 8/14/2023. Please visit

This article was written by

John Vincent profile picture
Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (1)

Moats and Monopolies profile picture
I like Chris Hohn very much. I understand that valuation has run up, but a little surprised that he's just sold out of Microsoft.
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