Chris Hohn's TCI Fund Keeps Big Tech Core Intact While Adding To Moody's And S&P Stakes In Q4 - Microsoft (NASDAQ:MSFT)

Concentrated $53.6 Billion PortfolioChristopher Hohn's flagship fund remains one of the most concentrated in the hedge‑fund universe, with the top five holdings accounting for more than four‑fifths of disclosed U.S. equities.GE Aerospace, Visa, and Microsoft continue to anchor the book, reflecting Hohn's longstanding preference for dominant, cash‑generative franchises."We back a handful of world‑class businesses and let compounding do the work" is how Hohn has often described his philosophy, a stance mirror ...