John ArmitagevsChris Hohn

Side-by-side current 13F portfolio comparison · 4 shared positions

Whale A

Egerton Capital (Uk) Llp

AUM

$9.2B

Positions

Shared %

29.6%

Whale B

Tci Fund Management Ltd.

AUM

$53.6B

Positions

Shared %

50.4%

Common holdings · 4

Stocks both whales currently hold — sorted by combined value

Stock	John weight	Chris weight	John value	Chris value
V · Visa, Inc.	12.5%	18.1%	$1.1B	$9.7B
MSFT · Microsoft Corp.	9.2%	15.1%	$846M	$8.1B
MCO · Moodys Corp.	4.3%	12.7%	$395M	$6.8B
GOOG · Alphabet Inc.	3.7%	4.4%	$339M	$2.4B

Unique to John Armitage

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
AMZN · Amazon Com Inc.	14.8%	$1.4B
BSX · Boston Scientific Corp.	5.6%	$513M
COF · Capital One Financial	5.5%	$501M
APH · Amphenol Corp. New	5.4%	$501M
CRS · Carpenter Technology Corp.	5.3%	$489M
IBKR · Interactive Brokers Group In	4.9%	$446M
CME · Cme Group Inc.	3.5%	$322M
CRH · Crh Plc	3.1%	$282M
VMC · Vulcan Matls Co.	3.0%	$274M
MA · Mastercard Inc.	2.8%	$262M

Unique to Chris Hohn

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
GEV · Ge Aerospace	27.3%	$14.6B
SPGI · S&P Global Inc.	11.5%	$6.2B
CP · Canadian Pacific Kansas City	6.5%	$3.5B
FER · Ferrovial Se	2.5%	$1.3B
CNI · Canadian Natl Ry Co.	1.8%	$974M

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★ WatchlistData from SEC EDGAR · whalstreet.com