Chris Hohn Portfolio: Top Holdings in October 2025
Chris Hohn's top holdings (October 2025) include GE Aerospace (GE), a leading manufacturer of aircraft engines, components, and provider of related services.
Chris Hohn is the founder and managing partner of TCI Fund Management, a London-based investment firm. His firm is known for taking large, concentrated positions in publicly traded companies, often engaging in activist investing to drive long-term value.
GE Aerospace (GE)
GE Aerospace operates in the manufacturing sector, focusing on propulsion systems for commercial and military aircraft, as well as providing maintenance, repair, and overhaul services. The company's engines power a significant portion of the global aviation fleet.
GE Aerospace has a market capitalization of $312.81 billion, with Chris Hohn's position currently valued at $14.29 billion. Analysts have set a price target of $275.0 for the company, and its discounted cash flow analysis suggests a value of $16.68 per share.
Here's an overview of Chris Hohn's trades in GE Aerospace:
Microsoft Corporation (MSFT)
Microsoft Corporation is a global technology giant providing a wide range of software, services, devices, and solutions. Its offerings include the Windows operating system, Office productivity suite, Azure cloud services, and Xbox gaming consoles.
The company's market cap stands at $3.8 trillion, while the current value of Chris Hohn's holding is $9.1 billion. The discounted cash flow analysis for Microsoft indicates a value of $386.78 per share, and analysts have established a price target of $621.64.
Here's an overview of Chris Hohn's trades in Microsoft Corporation:
Visa Inc - Ordinary Shares - Class A (V)
Visa Inc. is a global payments technology company that facilitates electronic funds transfers throughout the world, primarily through Visa-branded credit, debit, and prepaid cards. It operates one of the world's largest retail electronic payments networks.
This holding in Chris Hohn's portfolio is currently worth $6.51 billion. The company holds a market capitalization of $650.07 billion. Analysts project a price target of $412.0 for Visa, while its discounted cash flow model suggests a value of $268.4 per share.
Here's an overview of Chris Hohn's trades in Visa Inc - Ordinary Shares - Class A:
Moody`s Corp. (MCO)
Moody's Corp. is a global integrated risk assessment firm that provides credit ratings, research, and risk analysis services. It offers vital insights into credit markets and broader economic trends, serving governments and corporations worldwide.
The current value of Chris Hohn's position in Moody's Corp. is $6.31 billion, with the company's market capitalization at $85.51 billion. A discounted cash flow analysis for Moody's indicates a value of $174.23 per share.
Here's an overview of Chris Hohn's trades in Moody`s Corp.:
S&P Global Inc (SPGI)
S&P Global Inc. is a leading provider of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. Its key segments include S&P Ratings, S&P Dow Jones Indices, and S&P Global Market Intelligence.
Chris Hohn's position in S&P Global Inc. is currently valued at $5.4 billion. The company has a market capitalization of $148.74 billion. The discounted cash flow value for S&P Global Inc is $429.94 per share.
Here's an overview of Chris Hohn's trades in S&P Global Inc: