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TCI FUND MANAGEMENT LTD

Q2 2025 · Filed 2025-08-14
Market Value
$45.5B
+17.6%
Holdings
8
New Purchases
0
Added To
4
Closed
0
Reduced
4
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 19.21% 16.80% +2.41% $8.7B
GE 26.89% 24.63% +2.26% $12.2B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CNI 5.26% 6.78% -1.51% $2.4B
MCO 14.61% 15.86% -1.25% $6.6B
SPGI 12.86% 13.62% -0.76% $5.8B
GOOG 5.06% 5.60% -0.54% $2.3B
GOOGL 1.22% 1.63% -0.41% $556M
V 14.89% 15.08% -0.20% $6.8B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $30.6B 67.3%
Large Cap 3 $14.9B 32.7%

Portfolio Analytics

Avg Market Cap
$1.7T
Median Market Cap
$473.4B
Avg P/E
28.2
Median P/E
28.6
Avg Dividend Yield
0.01%
Avg Beta
1.15
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GE 26.89% 47,510,431 $12.2B $257.39 $2.7B -60,516 -0.1%
2 MSFT 19.21% 17,565,231 $8.7B $497.41 $2.2B +265,350 +1.5%
3 V 14.89% 19,067,558 $6.8B $355.05 $939M +2,429,996 +14.6%
4 MCO 14.61% 13,246,979 $6.6B $501.59 $515M +83,872 +0.6%
5 SPGI 12.86% 11,091,623 $5.8B $527.29 $584M +730,354 +7.0%
6 CNI 5.26% 22,989,066 $2.4B $104.15 -$225M -3,910,012 -14.5%
7 GOOG 5.06% 12,966,235 $2.3B $177.39 $135M -889,500 -6.4%
8 GOOGL 1.22% 3,155,110 $556M $176.23 -$76M -930,000 -22.8%
View SEC EDGAR Filings for TCI FUND MANAGEMENT LTD →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms