Chris Hohn
TCI Fund Management · Chris Hohn 的集中质量与治理参与
TCI Fund Management 是集中质量投资和股东参与的重要机构样本；Chris Hohn 的公开信、治理要求和少数大仓位能解释 Alphabet、交易所、铁路、机场和基础设施类资产的组合逻辑。解读核心是长期质量、资本配置和治理诉求是否一致。
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
MSFT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,728,412 | 16,781,953 | -83.7% | -$7.1B |
GOOGL
|
新增 | 2026-03-31 披露 2026-05-15 | 2,457,000 | 0 | - | +$706.5M |
MCO
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 14,334,027 | 13,308,479 | 7.7% | -$545.4M |
V
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 30,468,133 | 27,724,233 | 9.9% | -$514.5M |
SPGI
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 14,035,310 | 11,790,310 | 19.0% | -$191.7M |
GOOG
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 8,854,019 | 7,596,819 | 16.5% | +$156.0M |
CP
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 46,521,923 | 47,654,423 | -2.4% | +$151.0M |
CNI
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 9,849,934 | 18,767,774 | -47.5% | -$795.6M |
|
SPGI
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 11,790,310 | 11,189,870 | 5.4% | +$715.3M |
|
MSFT
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 16,781,953 | 16,592,204 | 1.1% | -$477.8M |
FER
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 20,740,214 | 19,470,666 | 6.5% | +$233.7M |
|
CP
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 47,654,423 | 49,865,735 | -4.4% | -$204.9M |
|
V
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 27,724,233 | 28,057,351 | -1.2% | +$144.9M |
|
V
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 28,057,351 | 19,067,558 | 47.1% | +$2.8B |
|
CNI
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 18,767,774 | 22,989,066 | -18.4% | -$624.7M |
|
GOOGL
|
清仓 | 2025-09-30 披露 2025-11-14 | 0 | 3,155,110 | -100.0% | -$556.0M |
|
CP
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 49,865,735 | 52,826,885 | -5.6% | -$475.3M |
|
GOOG
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 7,596,819 | 12,966,235 | -41.4% | -$449.9M |
|
SPGI
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 11,189,870 | 11,091,623 | 0.9% | -$402.3M |
|
MCO
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 13,308,479 | 13,246,979 | 0.5% | -$303.3M |
|
MSFT
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 16,592,204 | 17,565,231 | -5.5% | -$143.2M |
GE
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 47,510,431 | 47,570,947 | -0.1% | +$2.7B |
|
MSFT
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 17,565,231 | 17,299,881 | 1.5% | +$2.2B |
|
V
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 19,067,558 | 16,637,562 | 14.6% | +$939.1M |
|
SPGI
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 11,091,623 | 10,361,269 | 7.0% | +$583.9M |
|
MCO
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 13,246,979 | 13,163,107 | 0.6% | +$514.6M |
|
CP
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 52,826,885 | 54,913,285 | -3.8% | +$334.3M |
|
CNI
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 22,989,066 | 26,899,078 | -14.5% | -$225.2M |
|
FER
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 19,470,666 | 19,333,428 | 0.7% | +$177.6M |
|
GOOG
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 12,966,235 | 13,855,735 | -6.4% | +$135.4M |
|
GOOGL
|
大幅减持 | 2025-06-30 披露 2025-08-14 | 3,155,110 | 4,085,110 | -22.8% | -$75.7M |
TCI 官方责任投资资料说明其治理、气候和长期股东参与框架，是理解 Chris Hohn 股东参与方式的背景资料。
TCI 官方 letters 资料发布 Chris Hohn 对 Alphabet 等公司的公开信，展示其集中质量投资和治理参与方式。