Top Funds / TCI FUND MANAGEMENT LTD


Chris Hohn

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
CHARTER COMMUNICATIONS, INC. /MO/ CL A 10,410,705 $6,887,202,000 22.60% No Change +$387,382,000
Alphabet Inc. CAP STK CL C 2,952,307 $5,172,088,000 16.97% -1,413 +$831,301,000
CANADIAN PACIFIC RAILWAY LTD/CN 11,172,077 $3,873,604,000 12.71% No Change +$475,430,000
MICROSOFT CORP 14,314,499 $3,183,831,000 10.45% No Change +$173,062,000
VISA INC. CL A 14,057,890 $3,074,882,000 10.09% No Change +$263,726,000
CANADIAN NATIONAL RAILWAY CO 20,773,418 $2,282,520,000 7.49% -28,847 +$67,951,000
MOODYS CORP /DE/ 6,553,490 $1,902,085,000 6.24% No Change +$2,556,000
UNION PACIFIC CORP 6,016,539 $1,252,764,000 4.11% No Change +$68,288,000
Alphabet Inc. CAP STK CL A 618,021 $1,083,168,000 3.55% No Change +$177,396,000
BOSTON PROPERTIES INC 8,362,038 $790,463,000 2.59% +3,175,236 +$373,963,000
S&P Global Inc. 2,362,294 $776,557,000 2.55% No Change -$75,286,000
VORNADO REALTY TRUST SH BEN INT 4,904,776 $183,144,000 0.60% -5,021,740 -$151,479,000
AMAZON COM INC 2,800 $9,119,000 0.03% No Change +$303,000