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HoldLens
Chris Hohn · quarter digest

What Chris Hohn did in Q1 2025

TCI Fund Management filed 4 moves in Q1 2025: 1 new, 1 add, 2 trim, 0 exit.

13F filed 2025-05-15. Manager quality score: q9. Philosophy: Concentrated activism. Quality at scale. Climate-aware capital.

New positions · 1

Fresh money

NEW·3.2% book·+5

TCI first entered META here.

Adds · 1

Adding to conviction

MSFTMICROSOFT CORP
ADD +24%·17.0% book·+6
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Trims · 2

Taking chips off

GOOGALPHABET INC
TRIM -16%·5.7% book·0
GOOGLALPHABET INC
TRIM -32%·1.7% book·−9
Current top holdings

Chris Hohn’s book, latest snapshot

#TickerWeight
1GE
GE Aerospace
18.2%
2META
Meta Platforms
8.2%
3GOOGL
Alphabet Class A
14.6%
4MSFT
Microsoft
13.1%
5V
Visa
11.8%
6MCO
Moody's
9.4%
7CP
Canadian Pacific Kansas City
8.6%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.