--- title: "Chris Hohn’s TCI Revamps Q2 Portfolio, Exits Microsoft and Adds to Alphabet" type: "News" locale: "en" url: "https://longbridge.com/en/news/296600255.md" description: "Chris Hohn’s TCI Management reshuffled its Q2 portfolio by exiting Microsoft Corp. and increasing its stake in Alphabet Inc. According to a Form 13F filed on Aug. 14, TCI added 1.08 million Alphabet Class C shares, bringing its total holding to approximately $4.39 billion. The firm completely eliminated its Microsoft position, which was valued at about $1.01 billion in March. This move follows TCI's previous activist efforts in 2022 urging Alphabet to cut costs." datetime: "2026-08-21T09:43:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296600255.md) - [en](https://longbridge.com/en/news/296600255.md) - [zh-HK](https://longbridge.com/zh-HK/news/296600255.md) generator: "portal-rs" --- # Chris Hohn’s TCI Revamps Q2 Portfolio, Exits Microsoft and Adds to Alphabet **Chris Hohn’s TCI Management** has reshuffled its portfolio in the second quarter, exiting **Microsoft Corp.** (NASDAQ:MSFT) and increasing its stake in **Alphabet Inc.** (NASDAQ:GOOG) (NASDAQ:GOOGL) as **Google** shares continued to climb. ## **TCI Management Increases Alphabet Stake** According to a Form 13F filed Aug. 14, TCI held 9.94 million shares of Alphabet Class C and 2.46 million Class A shares as of June 30, worth a combined $4.39 billion. The firm added 1.08 million Class C shares during the quarter, while its Class A position remained unchanged. Alphabet Class A shares closed at $340.67 on Aug. 20, up 70.55% over the past year, while Class C shares closed at $338.20, up 68.58%. **Read Also: Alphabet Beats Q2 Estimates as Google Cloud Grows 82%: 'Our AI Investments Are Redefining What's Possible'** ## **Chris Hohn Exits Microsoft, Trims Canadian Rails** Activist hedge fund TCI Fund Management also eliminated its Microsoft position. The firm held 2.73 million Microsoft shares worth about $1.01 billion at the end of March, but Microsoft was absent from the June 30 filing. Microsoft shares were trading at $481.15, down by 0.47% during Thursday’s trading. It is down 4.86% over the past year as of Aug. 20, according to Benzinga Pro. ## **TCI Pushed Alphabet to Cut Costs in 2022** An activist investor is a shareholder who takes a sizable minority stake in a publicly traded company to push for changes in its management, strategy or operations. Notably, in 2022, TCI Fund Management urged Alphabet to slash costs and curb spending on long-term ventures such as the self-driving unit **Waymo**, arguing that a leaner workforce would make the company more efficient, Fox News reported at the time. According to **Benzinga Edge Stock Rankings**, GOOGL ranks in the 87th percentile for growth, despite weaker short- and medium-term performance, while maintaining positive long-term returns. **Read Also: Microsoft Q4 Earnings Highlights: 14th Straight Double Beat, Cloud Revenue Up 27%** *Photo courtesy: Shutterstock* ### Related Stocks - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GOOW.US](https://longbridge.com/en/quote/GOOW.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [GOOY.US](https://longbridge.com/en/quote/GOOY.US.md) - [GOU.US](https://longbridge.com/en/quote/GOU.US.md) - [GOOX.US](https://longbridge.com/en/quote/GOOX.US.md) - [GOOP.US](https://longbridge.com/en/quote/GOOP.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [MSFW.US](https://longbridge.com/en/quote/MSFW.US.md) - [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md) - [SSTK.US](https://longbridge.com/en/quote/SSTK.US.md) ## Related News & Research - [LinkedIn Just Cut Its Israel R&D Team. Microsoft Stock Investors Shouldn’t Sweat the Layoffs.](https://longbridge.com/en/news/296120461.md) - [Basecamp Wealth Advisors LLC Has $17.27 Million Stock Holdings in Microsoft Corporation $MSFT](https://longbridge.com/en/news/296315819.md) - [Alphabet Inc. $GOOGL Stock Position Cut by Maj Invest Holding A S](https://longbridge.com/en/news/296018356.md) - [Azure VMware Solution licensing changes set October BYOL deadline](https://longbridge.com/en/news/296597512.md) - [Stillwater Private Wealth LLC Makes New Investment in Microsoft Corporation $MSFT](https://longbridge.com/en/news/296199265.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**