Top Funds / TCI FUND MANAGEMENT LTD


Chris Hohn

2019Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2019Q1 $ vs. 2019Q1
CHARTER COMMUNICATIONS, INC. /MO/ CL A 9,716,058 $3,839,592,000 20.71% -162,745 +$412,536,000
Alphabet Inc. CAP STK CL C 3,476,095 $3,757,346,000 20.27% +1,083,919 +$950,582,000
CANADIAN PACIFIC RAILWAY LTD/CN 10,157,465 $2,391,674,000 12.90% +338,571 +$367,112,000
MICROSOFT CORP 16,425,574 $2,200,370,000 11.87% -1,066,000 +$137,414,000
CANADIAN NATIONAL RAILWAY CO 18,992,423 $1,757,269,000 9.48% +6,134,889 +$605,731,000
MOODYS CORP /DE/ 6,022,912 $1,176,335,000 6.35% No Change +$85,646,000
Anthem, Inc. 3,012,085 $850,041,000 4.59% New +$850,041,000
UNION PACIFIC CORP 4,727,781 $799,515,000 4.31% -2,955,796 -$485,179,000
Alphabet Inc. CAP STK CL A 549,721 $595,238,000 3.21% +354,040 +$364,943,000
S&P Global Inc. 1,982,414 $451,574,000 2.44% No Change +$34,177,000
Univar Solutions Inc. 15,764,300 $347,445,000 1.87% +12,147,398 +$267,294,000
EQUIFAX INC 1,634,083 $220,993,000 1.19% No Change +$27,354,000
VISA INC. CL A 870,100 $151,006,000 0.81% New +$151,006,000
Fox Corp CL A 0 $0 0% Closed -$405,652,000
Fox Corp CL B 0 $0 0% Closed -$126,186,000