GE AEROSPACE · GE
Value$17.73B
Weight33.59%
Shares47,428,233
Crowding7
← Back to managers
TCI Fund Management
Chris Hohn · CIK 0001647251 · filed 2026-08-14
Equity positions
VISA INC · V
Value$10.46B
Weight19.83%
Shares30,494,133
Crowding20
MOODYS CORP · MCO
Value$6.49B
Weight12.30%
Shares14,334,027
Crowding8
S&P GLOBAL INC · SPGI
Value$5.74B
Weight10.87%
Shares14,081,957
Crowding8
CANADIAN PACIFIC KANSAS CITY · CP
Value$3.93B
Weight7.44%
Shares45,325,726
Crowding2
ALPHABET INC · GOOG
Value$3.51B
Weight6.65%
Shares9,938,819
Crowding32
FERROVIAL NV · FER
Value$1.43B
Weight2.72%
Shares20,940,441
Crowding1
CANADIAN NATL RY CO · CNI
Value$1.12B
Weight2.13%
Shares9,433,422
Crowding4
ALPHABET INC · GOOGL
Value$878.06M
Weight1.66%
Shares2,457,000
Crowding32
MARTIN MARIETTA MATLS INC · MLM
Value$758.42M
Weight1.44%
Shares1,315,109
Crowding2
VULCAN MATLS CO · VMC
Value$721.89M
Weight1.37%
Shares2,447,004
Crowding4
| Company | Type | Shares | Value ▼ | Weight | Crowding | Sector |
|---|---|---|---|---|---|---|
| GE AEROSPACE · GE | Equity | 47,428,233 | $17.73B | 33.59% | 7 | Industrials |
| VISA INC · V | Equity | 30,494,133 | $10.46B | 19.83% | 20 | Financials |
| MOODYS CORP · MCO | Equity | 14,334,027 | $6.49B | 12.30% | 8 | Financials |
| S&P GLOBAL INC · SPGI | Equity | 14,081,957 | $5.74B | 10.87% | 8 | Financials |
| CANADIAN PACIFIC KANSAS CITY · CP | Equity | 45,325,726 | $3.93B | 7.44% | 2 | Industrials |
| ALPHABET INC · GOOG | Equity | 9,938,819 | $3.51B | 6.65% | 32 | Communication Services |
| FERROVIAL NV · FER | Equity | 20,940,441 | $1.43B | 2.72% | 1 | Industrials |
| CANADIAN NATL RY CO · CNI | Equity | 9,433,422 | $1.12B | 2.13% | 4 | Industrials |
| ALPHABET INC · GOOGL | Equity | 2,457,000 | $878.06M | 1.66% | 32 | Communication Services |
| MARTIN MARIETTA MATLS INC · MLM | Equity | 1,315,109 | $758.42M | 1.44% | 2 | Materials |
| VULCAN MATLS CO · VMC | Equity | 2,447,004 | $721.89M | 1.37% | 4 | Materials |