LANSDOWNE PARTNERS (UK) LLP

AUM: $6.68 B
13-F Portfolio Value: $1.34 B
Last 13-F Filed: Q4 2023
Concentration in top 10: 91.05%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
RYAAYRYANAIR HOLDINGS PLC18.47%1,854,669$247,339,413-226,416-10.88%$133.3613F
CRHCRH PLC16.39%3,174,043$219,507,886507,38719.03%$69.1613F
LINLINDE PLC16.17%527,144$216,503,312-36,874-6.54%$410.7113F
TSMTAIWAN SEMICONDUCTOR MFG LTD16.15%2,080,157$216,326,471270,60914.95%$10413F
AMZNAMAZON COM INC5.28%465,753$70,766,511-11,461-2.4%$151.9413F
FCXFREEPORT-MCMORAN INC4.49%1,411,111$60,066,70875,6015.66%$42.5713F
GOLFACUSHNET HLDGS CORP4.32%914,791$57,787,349-17,140-1.84%$63.1713F
ADIANALOG DEVICES INC3.7%249,468$49,534,366-6,057-2.37%$198.5613F
DALDELTA AIR LINES INC DEL3.07%1,022,348$41,130,108-24,869-2.37%$40.2313F
ETNEATON CORP PLC3.01%167,238$40,275,438-44,388-20.97%$240.8313F
LLYELI LILLY & CO2.08%47,839$27,887,67914,98845.62%$582.9513F
SHCOSOHO HOUSE & CO INC1.39%2,619,141$18,648,2844,4590.17%$7.1213F
IONQIONQ INC0.79%851,175$10,545,172136,10019.03%$12.3913F
BIDUBAIDU INC0.65%72,928$8,684,99643,140144.82%$119.0913F
GOLDBARRICK GOLD CORP0.61%453,761$8,208,066-42,823-8.62%$18.0913F
MRNAMODERNA INC0.51%69,000$6,862,05011,00018.97%$99.4513F
MNSOMINISO GROUP HLDG LTD0.45%296,583$6,050,293156,801112.18%$20.413F
LILI AUTO INC0.43%154,388$5,778,74277,194New$37.4313F
EHEHANG HLDGS LTD0.35%282,839$4,751,695238,451537.2%$16.813F
DADADADA NEXUS LTD0.28%1,127,531$3,743,403471,28071.81%$3.3213F
HUYAHUYA INC0.24%895,749$3,278,442346,58563.11%$3.6613F
LULUFAX HOLDING LTD0.17%746,278$2,291,074746,278New$3.0713F
REREATRENEW INC0.15%1,030,092$1,977,776515,046New$1.9213F
MSFTMICROSOFT CORP0.13%4,662$1,753,0984,662New$376.0413F
HSAIHESAI GROUP0.12%174,004$1,550,37687,002New$8.9113F
IQIQIYI INC0.08%216,026$1,054,207-52,722-19.62%$4.8813F
ZLABZAI LAB LTD0.07%35,142$960,431No Change$27.3313F
ZHZHIHU INC0.07%858,047$892,369836,8013938.63%$1.0413F
EPAMEPAM SYS INC0.06%2,919$867,9352,919New$297.3413F
AEMAGNICO EAGLE MINES LTD0.05%12,004$658,4191,55314.86%$54.8513F
SPOTSPOTIFY TECHNOLOGY S A0.05%3,370$633,2571,19354.8%$187.9113F
SESEA LTD0.04%5,861$491,5225,861New$83.8613F
VMCVULCAN MATLS CO0.04%2,072$470,365-307-12.9%$227.0113F
BILIBILIBILI INC0.03%30,124$442,52230,124New$14.6913F
RBLXROBLOX CORP0.03%10,141$463,6471,60018.73%$45.7213F
SYYSYSCO CORP0.03%5,968$436,440-2,049-25.56%$73.1313F
YSGYATSEN HLDG LTD0.03%502,770$367,827-714,123-58.68%$0.7313F
NIUNIU TECHNOLOGIES0.00872%30,248$116,80030,248New$3.8613F
BNRBURNING ROCK BIOTECH LTD0.00469%67,592$62,861-55,001-44.86%$0.9313F
LULUFAX HOLDING LTD-2,017,062Exited13F
RGTIRIGETTI COMPUTING INC-202,298Exited13F
SCHWSCHWAB CHARLES CORP-70,000Exited13F