ActivistsInvestorsTrumpPoliticiansSerenityCitriniSemianalysisTradeArbitrageSearch

Chris Hohn / TCI

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $45,170,870,798 · 10 positions · top-10 100.0% · SEC filing history →

13FScore 72/100 — cloning their disclosed top holdings over ~4.7y returned +17%/yr vs S&P +10%/yr (alpha +6%/yr), ahead of the market in 42% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$GOOGL · ALPHABET INC1.6%$706,534,920+21%MedAlphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&PCitriniSerenityBitget →

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$GE · GE AEROSPACE29.8%+357% Q1 '23GE Aerospace designs and manufactures jet engines and propulsion systems for commercial and military aircraft, and provides related aftermarket maintenance and services.S&PBitget →
$V · VISA INC20.4%+53% ≥Q2 '21Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions.S&PBitget →
$DUT · MOODYS CORP13.8%Moody's provides credit ratings, research, and risk analytics, operating Moody's Investors Service for debt ratings and Moody's Analytics for financial data, software, and risk-assessment tools.
$SPGI · S&P GLOBAL INC13.2%+20% ≥Q2 '21S&P Global provides credit ratings, market indices, financial data, and analytics to investors, corporations, and financial institutions worldwide.S&PCitrini
$CP · CANADIAN PACIFIC KANSAS CITY8.1%+16% Q2 '23Canadian Pacific Kansas City operates a freight railroad spanning Canada, the United States, and Mexico, hauling bulk commodities, intermodal, and merchandise across North America.
$GOOG · ALPHABET INC5.6%+174% ≥Q2 '21Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&P
FERROVIAL SE2.9%Spanish infrastructure: toll roads, airports, construction
$CNR · CANADIAN NATL RY CO2.2%+357% ≥Q2 '21Canadian National Railway operates a transcontinental freight rail network across Canada and into the US Midwest and Gulf Coast, hauling bulk, intermodal, and manufactured goods.
$MSFT · MICROSOFT CORP2.2%+5% Q4 '23Microsoft develops and licenses software, cloud services, and devices, including the Windows operating system, Office and Microsoft 365 productivity apps, the Azure cloud platform, and Xbox gaming, with growing AI offerings.NASDAQS&PSerenityBitget →
$GOOGL · ALPHABET INC1.6%+21% Q1 '26Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&PCitriniSerenityBitget →

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker