Chris Hohn · quarter digest

What Chris Hohn did in Q2 2025

TCI Fund Management filed 5 moves in Q2 2025: 0 new, 3 add, 2 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q9. Philosophy: Concentrated activism. Quality at scale. Climate-aware capital.

Adds · 3

Adding to conviction

ADD +8%·17.4% book·+41

“Building GE Aerospace.”

VVISA INC

ADD +15%·15.1% book·+8

GOOGALPHABET INC

TRIM -6%·5.1% book·0

GOOGLALPHABET INC

TRIM -23%·1.2% book·−9

Current top holdings

#	Ticker	Weight	Conviction
1	GE GE Aerospace	18.2%	+41
2	META Meta Platforms	8.2%	+5
3	GOOGL Alphabet Class A	14.6%	−9
4	MSFT Microsoft	13.1%	+6
5	V Visa	11.8%	+8
6	MCO Moody's	9.4%	+15
7	CP Canadian Pacific Kansas City	8.6%	0

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