Tracking Chris Hohn's TCI Fund Management 13F Portfolio - Q1 2026 Update
TCI Fund Management's Q1 2026 13F report reveals a decrease in its portfolio value to $45.17 billion. The fund increased its investments in Visa, Alphabet, and S&P Global while significantly reducing its stake in Microsoft by 85%. This update provides insights into the fund's strategic adjustments in the current market environment.
- ▪TCI Fund Management's portfolio fell to $45.17 billion in Q1 2026.
- ▪The fund boosted its investments in Visa, Alphabet, and S&P Global.
- ▪Microsoft was cut by 85% in TCI's portfolio.
Opening excerpt (first ~120 words) tap to expand
{"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://seekingalpha.com/"},{"@type":"ListItem","position":2,"name":{"id":"DoxFkP"},"item":"https://seekingalpha.com/latest-articles"}]}{"@context":"https://schema.org","@type":"NewsArticle","mainEntityOfPage":{"@type":"WebPage","@id":"https://seekingalpha.com/article/4911727-chris-hohn-tci-fund-management-13f-portfolio-q1-2026-update"},"author":{"@type":"Person","name":"John Vincent","url":"https://seekingalpha.com/author/john-vincent"},"publisher":{"@context":"http://schema.org","@type":"Organization","address":{"@type":"PostalAddress","streetAddress":"244 5th Ave","addressLocality":"New…
Excerpt limited to ~120 words for fair-use compliance. The full article is at Seeking Alpha.