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Chris Hohn - TCI Fund Management Holdings – 2025 Q3

Explore the latest portfolio disclosure for Chris Hohn - TCI Fund Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Chris Hohn - TCI Fund Management maintains its largest exposure in Technology, which represents approximately 46.94% of the portfolio. This sector forms the core of Chris Hohn - TCI Fund Management's investment stance during this reporting period.

Additional major allocations include Finance (about 22.37%) and Real Estate (approximately 18.17%), reflecting how Chris Hohn - TCI Fund Management diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Chris Hohn - TCI Fund Management's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Technology
46.9%
Finance
22.4%
Real Estate
18.2%
Industrials
12.5%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
GE 47,510,431 $300.82 No Change No Change 27.12% $14.29B 2025 Q3
V 28,057,351 $341.38 Increased 47.15% 18.17% $9.58B 2025 Q3
MSFT 16,592,204 $517.95 Reduced -5.54% 16.31% $8.59B 2025 Q3
MCO 13,308,479 $476.48 Increased 0.46% 12.03% $6.34B 2025 Q3
SPGI 11,189,870 $486.71 Increased 0.89% 10.33% $5.45B 2025 Q3
CP 49,865,735 $74.47 Reduced -5.61% 7.05% $3.71B 2025 Q3
GOOG 7,596,819 $243.55 Reduced -41.41% 3.51% $1.85B 2025 Q3
CNI 18,767,774 $94.29 Reduced -18.36% 3.36% $1.77B 2025 Q3
FER 19,470,666 $57.24 No Change No Change 2.11% $1.11B 2025 Q3
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