LANSDOWNE PARTNERS (UK) LLP

AUM: $7.67 B
13-F Portfolio Value: $647.86 M
Last 13-F Filed: Q1 2023
Concentration in top 10: 94.49%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
RYAAYRYANAIR HOLDINGS PLC25.72%1,767,213$166,629,570-9,386-0.53%$94.2913F
LINLINDE PLC18.41%335,532$119,261,494335,532New$355.4413F
FCXFREEPORT-MCMORAN INC12.17%1,927,068$78,838,244-832,233-30.16%$40.9113F
ADIANALOG DEVICES INC11.57%380,188$74,980,677-11,911-3.04%$197.2213F
DALDELTA AIR LINES INC DEL9.78%1,815,363$63,390,678-843,125-31.71%$34.9213F
ETNEATON CORP PLC9.1%344,238$58,981,060-11,683-3.28%$171.3413F
GOLFACUSHNET HLDGS CORP3.3%419,936$21,389,434253,610152.48%$50.9313F
SHCOSOHO HOUSE & CO INC2.81%2,784,672$18,211,754-57,102-2.01%$6.5413F
LLYLILLY ELI & CO1.67%31,440$10,796,55631,440New$343.413F
GOLDBARRICK GOLD CORP1.61%561,410$10,424,843561,410New$18.5713F
IONQIONQ INC1.59%1,672,434$10,283,792-53,152-3.08%$6.1513F
MRNAMODERNA INC0.89%37,500$5,759,2501,5004.17%$153.5813F
BKNGBOOKING HOLDINGS INC0.74%1,800$4,774,338-325-15.29%$2652.4113F
IQIQIYI INC0.28%248,797$1,811,242-40,303-13.94%$7.2813F
CXCEMEX SAB DE CV0.07%78,216$432,53478,216New$5.5313F
RGTIRIGETTI COMPUTING INC0.07%663,307$479,397-466-0.07%$0.7213F
VMCVULCAN MATLS CO0.06%2,349$402,994-9-0.38%$171.5613F
WEJOWEJO GROUP LIMITED0.06%846,994$417,568No Change$0.4913F
SPOTSPOTIFY TECHNOLOGY S A0.05%2,186$292,0932,186New$133.6213F
HUYAHUYA INC0.03%45,530$164,36345,530New$3.6113F
AVALGRUPO AVAL ACCIONES Y VALORE0.02%58,090$135,93158,090New$2.3413F
VSCOVICTORIAS SECRET AND CO-6,738Exited13F