Chris Hohn

Portfolio

As of 30 June 2026. The change is in shares, against the 13F for 31 March 2026; a stock split is taken out. Read the 13F

Stock	Weight	Value	Shares	Change
GEGE Aerospace	34%	$17.7B	47,428,233	Unchanged
VVisa	20%	$10.5B	30,494,133	Unchanged
MCOMoodys Corp	12%	$6.5B	14,334,027	Unchanged
SPGIS&p Global Inc	11%	$5.7B	14,081,957	Unchanged
GOOGLAlphabet	8.3%	$4.4B	12,395,819	+10%

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Stock	Weight	Value	Shares	Change
CPCanadian Pacific Kansas City	7.4%	$3.9B	45,325,726	-3%
FERFerrovial NV	2.7%	$1.4B	20,940,441	+1%
CNICanadian Natl Ry Co	2.1%	$1.1B	9,433,422	-4%
MLMMartin Marietta Matls Inc	1.4%	$758.4M	1,315,109	New position
VMCVulcan Matls Co	1.4%	$721.9M	2,447,004	New position

Moves since the 13F

Form 4 trades in companies where the firm is an insider, and Schedules 13D and 13G, filed once a stake passes 5%.

Nothing filed since the 13F.

Sold out during the quarter

Stock	Weight	Value	Shares
MSFTMicrosoft	2.2%	$1.0B	2,728,412