Chris Hohn Portfolio: A Look at His Top Holdings (April 2026)
Chris Hohn's top holdings (April 2026) include General Electric Co. (GE), a company undergoing significant transformation in the aerospace and defense industry.
Chris Hohn is the founder and managing partner of TCI Fund Management, a London-based investment firm. As a prominent figure in the investment world, his firm typically focuses on long-term, fundamental value investing. The investment approach often involves concentrated positions in a select number of companies.
GE Aerospace (GE)
GE Aerospace is a leading global provider of jet engines, components, and systems for both commercial and military aircraft. The company also offers aftermarket services, maintenance, and support for its installed base, playing a critical role in global aviation. General Electric Co. maintains a market capitalization of $298.31B. Chris Hohn's current holding in the company is valued at $13.48B. Analysts have assigned a price target of $386.8 for GE Aerospace shares, while a discounted cash flow analysis indicates a value of $58.28 per share.
Here's an overview of Chris Hohn's trades in GE Aerospace:
Visa Inc - Ordinary Shares - Class A (V)
Visa Inc. operates one of the world's largest retail electronic payments networks, facilitating transactions between consumers, merchants, financial institutions, and government entities. Its global network enables digital payments across a vast array of countries and currencies. The company's market cap stands at $569.77B, with this position in Chris Hohn's portfolio currently worth $8.38B. The consensus analyst price target for Visa is $360.11. According to discounted cash flow analysis, the company's intrinsic value is estimated at $256.11 per share.
Here's an overview of Chris Hohn's trades in Visa Inc - Ordinary Shares - Class A:
Microsoft Corporation (MSFT)
Microsoft is a multinational technology corporation known for its software products, consumer electronics, personal computers, and related services. Its offerings span cloud computing (Azure), operating systems (Windows), productivity software (Office 365), and gaming (Xbox). Microsoft Corporation commands a substantial market capitalization of $2.65T, and Chris Hohn's current stake is valued at $6.21B. A discounted cash flow value for Microsoft shares is estimated at $342.67. Analysts have set a price target of $573.92 for the stock.
Here's an overview of Chris Hohn's trades in Microsoft Corporation:
Moody`s Corp. (MCO)
Moody's Corporation is a global integrated risk assessment firm providing credit ratings, research, and risk analysis services. It serves capital markets worldwide with various financial intelligence and analytical tools. Moody's Corp. holds a market capitalization of $75.32B. The current value of Chris Hohn's position in Moody's is $5.81B. Analysts currently have a price target of $549.0 for the company. Its discounted cash flow value stands at $166.5 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 offerings include financial information and analytics, credit ratings, and market intelligence. S&P Global Inc. has a market capitalization of $123.01B, with Chris Hohn's position currently valued at $5.01B. The company's discounted cash flow analysis suggests a value of $232.71 per share. Analysts have set a price target of $563.33 for SPGI.
Here's an overview of Chris Hohn's trades in S&P Global Inc: