Investor profile · Q2 2026 13F

Chris Hohn’s Portfolio

Founder · TCI Fund Management

Runs The Children's Investment Fund (TCI), a London-based activist known for extreme concentration — a handful of infrastructure-like compounders held for years.

Portfolio value
$52.77B
Holdings
11
Last 13F filed
Aug 14, 2026
Report quarter
Q2 2026

TCI Fund Management's $45.2 billion portfolio shrank by $8.5 billion in the first quarter, but the contraction was concentrated in a single exit rather than a broad retreat. Read the full Q2 2026 analysis →

Top holdings

1GEGe Aerospace$17.73B33.6%2VVisa Inc$10.46B19.8%3MCOMoodys Corp$6.49B12.3%4SPGIS&P Global Inc$5.74B10.9%5CPCanadian Pacific Kansas City$3.93B7.4%6GOOGAlphabet Inc$3.51B6.7%7Ferrovial Nv$1.43B2.7%8CNICanadian Natl Ry Co$1.12B2.1%9GOOGLAlphabet Inc$878.06M1.7%10MLMMartin Marietta Matls Inc$758.42M1.4%
Full holdings, history & AI analysis on the TCI Fund Management page →

Data source: TCI Fund Management’s SEC Form 13F-HR filings, most recently filed Aug 14, 2026. 13F filings disclose long U.S. equity positions only, with up to a 45-day lag. How we process this data →