Chris Hohn · quarter digest

What Chris Hohn did in Q2 2024

TCI Fund Management filed 5 moves in Q2 2024: 1 new, 3 add, 0 trim, 1 exit.

13F filed 2024-08-14. Manager quality score: q9. Philosophy: Concentrated activism. Quality at scale. Climate-aware capital.

New positions · 1

Fresh money

MCOMOODYS CORP

ADD +9%·15.4% book·+9

ADD +10%·14.5% book·+41

“GE Aerospace build.”

GOOGLALPHABET INC

ADD +398%·3.0% book·−22

Exits · 1

TMOTHERMO FISHER SCIENTIFIC INC

EXIT·0.0% book·−12

Current top holdings

#	Ticker	Weight	Conviction
1	GE GE Aerospace	18.2%	+41
2	META Meta Platforms	8.2%	−4
3	GOOGL Alphabet Class A	14.6%	−22
4	MSFT Microsoft	13.1%	+2
5	V Visa	11.8%	+8
6	MCO Moody's	9.4%	+9
7	CP Canadian Pacific Kansas City	8.6%	−10

Other quarters for Chris Hohn

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