In this article, we will list the 5 Best Stocks in Chris Hohn’s TCI Fund Portfolio. Please visit 9 Best Stocks to Buy in Chris Hohn’s TCI Fund Portfolio if you’d like to see the extended list and the methodology behind it.
5. Canadian Pacific Kansas City Limited (NYSE:CP)
Market value of shares owned: $3,659,637,907
% of portfolio: 8.10%
Canadian Pacific Kansas City Limited (NYSE:CP) is one of the 9 Best Stocks to Buy in Chris Hohn’s TCI Fund Portfolio.
Chris Hohn of TCI Fund Management
On June 24, 2026, Canadian Pacific Kansas City Limited (NYSE:CP) saw a rise in its price target from RBC Capital. The stock that accounts for approximately 8% of Chris Hohn’s TCI Fund Portfolio saw its price target raised from C$127 to C$139. RBC Capital maintained an Outperform rating on the shares. The firm has been revising the estimates for Class I railroads while previewing the Q2 results. RBC Capital remains positive on the company as a “best-in-class railroad” ahead of a transformative acquisition. The firm’s analyst further noted that the Kansas City deal is likely to be a significant catalyst for notable growth and a material upward valuation re-rate.
In contrast, on June 25, 2026, Evercore ISI lowered the price target on Canadian Pacific Kansas City Limited (NYSE:CP) from $92 to $91 and kept an Outperform rating on the company’s stock. According to the firm’s analyst, the Class I railroads are expected to deliver second-quarter earnings beats and raise outlooks, driven by accelerating volume growth throughout the period.
Founded in 1881, Canadian Pacific Kansas City Limited (NYSE:CP) is a transnational transport titan. Headquartered in Canada, the company provides rail freight transportation services linking Canada, the U.S., and Mexico.
4. S&P Global Inc. (NYSE:SPGI)
Market value of shares owned: $5,969,778,755
% of portfolio: 13.22%
S&P Global Inc. (NYSE:SPGI) is one of the 9 Best Stocks to Buy in Chris Hohn’s TCI Fund Portfolio.
On June 12, 2026, S&P Global Energy, a core division of S&P Global Inc. (NYSE:SPGI), launched the United Nations Global Compact (UNGC) Screening Dataset, through S&P Global Sustainable1, to help financial institutions and corporations evaluate corporate alignment with the ten UNGC principles. Using advanced AI and machine learning, the new tool monitors millions of public sources in real time and tracks risks across human rights, labor, environment, and anti-corruption. The dataset that combines controversy tracking and business involvement screening initially covers 16,500 global companies with plans to expand to 24,000. According to S&P Global, the data aims to give investors actionable risk indicators to better inform portfolio construction.
Separately, Rothschild & Co Redburn lowered its price target on S&P Global Inc. (NYSE:SPGI) from $540 to $520 and maintains a Buy rating on the stock. The firm adjusted information services ratings, noting that AI is driving value redistribution rather than wholesale disruption. The analyst stated proprietary datasets, like ratings and risk, will retain pricing power. Workflow and aggregation models are anticipated to face gradual erosion from AI integration.
Founded in 1917, S&P Global Inc. (NYSE:SPGI) is a leading financial intelligence and analytics corporation. The New York-based company provides credit ratings, benchmarks, indices, market intelligence, commodity data, analytics, and financial information services for businesses, governments, investors, and institutions.
3. Moody’s Corporation (NYSE:MCO)
Market value of shares owned: $6,253,219,279
% of portfolio: 13.84%
Moody’s Corporation (NYSE:MCO) is one of the 9 Best Stocks to Buy in Chris Hohn’s TCI Fund Portfolio.
Rothschild & Co Redburn raised the price target on Moody’s Corporation (NYSE:MCO) from $490 to $500 on June 18, 2026. The firm’s analyst Charles Bendit kept a Neutral rating on the shares. Rothschild adjusted ratings across the information services sector, noting that AI drives value redistribution rather than wholesale disruption. The firm’s analyst stated that non-replicable datasets, including ratings and risk, in addition to private-market data, will retain pricing power and potentially witness rising demand, whereas workflow, aggregation, and interface-led models will gradually erode from AI integration.
In another development, on June 16, 2026, Moody’s Corporation (NYSE:MCO) announced the integration of its financial intelligence into Amazon Quick, a proactive AI assistant from Amazon Web Services (AWS). The integration, delivered using a Model Context Protocol (MCP) server, gives AWS users direct access to Moody’s Ratings research and curated data on over 600 million entities, both private and public. With the integration, financial professionals on AWS can conduct credit analysis and investment research within their agentic AI workspaces with trusted, real-time data.
Founded in 1909, Moody’s Corporation (NYSE:MCO) is a global provider of credit ratings, research, and risk analysis. Headquartered in New York, the company operates through two primary segments: Moody’s Investors Service (MIS), the credit rating agency, and Moody’s Analytics (MA), which delivers data and risk management software.
2. Visa Inc. (NYSE:V)
Market value of shares owned: $9,208,688,518
% of portfolio: 20.39%
Visa Inc. (NYSE:V) is one of the 9 Best Stocks to Buy in Chris Hohn’s TCI Fund Portfolio.
On June 24, 2026, Visa Inc. (NYSE:V) announced a multi-year partnership with The Evolution Championship Series (Evo) through early 2028 to optimize global fan experiences and contribute to the thriving of cross-border commerce. The collaboration debuted at Evo Las Vegas, introducing exclusive merchandise discounts for Visa cardholders, hourly “Flash Tournaments” for onsite attendees, and the “Friday Night Showdown” exhibition match featuring creators Tyler1 and Ludwig. The companies aim to expand the partnership in 2027, to support grassroots fighting game community growth by reinvesting in local tournaments as well as emerging players across the world. Frank Cooper III, Chief Marketing Officer at Visa Inc. (NYSE:V) stated:
Together, Visa and Evo will create opportunities that elevate the fan experience, support the global gaming community, and bring participants closer to the action both in-person and online.
Separately, on June 15, 2026, Visa Inc. (NYSE:V), forming over 20% of Chris Hohn’s TCI Fund Portfolio, entered a partnership agreement with Rockefeller Center, naming Visa a Proud Partner of the Top of the Rock observation deck. Starting June 2026, eligible Visa cardholders are provided with access to exclusive Early Bird tickets for private, early-hour entry. They will also get a 20% discount at the attraction’s retail shop.
Founded in 1958, Visa Inc. (NYSE:V) is a payment technology company operating in the United States and internationally. Based in California, the company operates VisaNet, a transaction-processing network that handles the clearing, authorization, and settlement of payments. It offers its services under various brands, including PLUS, Visa, V PAY, Visa Electron, and Interlink.
1. GE Aerospace (NYSE:GE)
Market value of shares owned: $13,482,035,005
% of portfolio: 29.85%
GE Aerospace (NYSE:GE) is one of the 9 Best Stocks to Buy in Chris Hohn’s TCI Fund Portfolio.
On June 25, 2026, GE Aerospace (NYSE:GE) announced that the company is celebrating America’s 250th anniversary by showcasing its GE9X – the world’s largest and most powerful commercial jet engine – at the Great American State Fair on the National Mall. Visitors can view the advanced engine, alongside an interactive flight experience. GE9X will power the Boeing 777X, which is projected to enter service and begin first airline deliveries in early to mid-2027. Chris Hohn has invested approximately $13.5 billion in the stock, marking it the top bet in the TCI Fund Portfolio.
In a separate event, on June 8, 2026, GE Aerospace (NYSE:GE) and Wolfspeed Inc. (WOLF) signed a Memorandum of Understanding (MOU) to accelerate the adoption of high-voltage silicon carbide across the industrial, aerospace, and defense sectors. The partnership includes the supply of Wolfspeed’s 10 kV MOSFET die and the joint development of standard power module formats. Aligning with the U.S. Government’s state priorities, the MOU aims at reducing system complexities and fast-tracking critical technologies for strategic markets like AI.
Founded in 1917, GE Aerospace (NYSE:GE) is an American aircraft engine manufacturer and supplier. Headquartered in Ohio, the company stands as the world’s premier provider of jet engines, components, and integrated systems for commercial and military aircraft.
While we acknowledge the potential of GE to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GE and that has 100x upside potential, check out our report about the cheapest AI stock.
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