Top Funds / TCI FUND MANAGEMENT LTD


Chris Hohn

2018Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2018Q2 $ vs. 2018Q2
TWENTY FIRST CENTY FOX INC CL A 114,502,969 $5,304,923,000 27.78% No Change -$384,730,000
CHARTER COMMUNICATIONS, INC. /MO/ CL A 13,573,841 $4,423,443,000 23.16% -34,000 +$433,488,000
Alphabet Inc. CAP STK CL C 2,661,688 $3,176,645,000 16.63% -110,962 +$83,338,000
MICROSOFT CORP 13,212,107 $1,511,069,000 7.91% -598,342 +$149,221,000
CANADIAN PACIFIC RAILWAY LTD/CN 4,911,693 $1,040,233,000 5.45% +2,600,343 +$616,246,000
TWENTY FIRST CENTY FOX INC CL B 22,189,801 $1,016,737,000 5.32% No Change -$76,554,000
UNION PACIFIC CORP 5,088,727 $828,597,000 4.34% +3,345,294 +$581,587,000
NORFOLK SOUTHERN CORP 3,753,454 $677,498,000 3.55% +1,225,366 +$296,085,000
Alphabet Inc. CAP STK CL A 380,600 $459,415,000 2.41% No Change +$29,645,000
MOODYS CORP /DE/ 2,030,192 $339,448,000 1.78% +337,569 +$50,754,000
CANADIAN NATIONAL RAILWAY CO 1,772,000 $159,088,000 0.83% New +$159,088,000
S&P Global Inc. 444,619 $86,874,000 0.45% No Change -$3,779,000
PG&E Corp 1,400,611 $64,442,000 0.34% New +$64,442,000
Liberty Media Corp SER C FRMLA 264,987 $9,855,000 0.05% New +$9,855,000
Yahoo Inc 0 $0 0% Closed -$4,177,163,000