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HoldLens
Chris Hohn · quarter digest

What Chris Hohn did in Q3 2025

TCI Fund Management filed 5 moves in Q3 2025: 0 new, 2 add, 2 trim, 1 exit.

13F filed 2025-11-14. Manager quality score: q9. Philosophy: Concentrated activism. Quality at scale. Climate-aware capital.

Adds · 2

Adding to conviction

VVISA INC
ADD +47%·20.3% book·+8
ADD +47%·5.8% book·+5

TCI massively adding META — biggest move of the quarter.

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Trims · 2

Taking chips off

MSFTMICROSOFT CORP
TRIM -6%·18.2% book·+6
GOOGALPHABET INC
TRIM -41%·3.9% book·0
Exits · 1

Closed positions

GOOGLALPHABET INC
EXIT·0.0% 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.