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LANSDOWNE PARTNERS (UK) LLP

AUM: $6.68 B
13-F Portfolio Value: $1.38 B
Last 13-F Filed: Q4 2024
Concentration in top 10: 94.9%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
TSMTAIWAN SEMICONDUCTOR MFG LTD23.85%1,662,077$328,243,587-124,703-6.98%$197.4913F
SWSMURFIT WESTROCK PLC16.26%4,154,231$223,746,882-938,326-18.43%$53.8613F
DALDELTA AIR LINES INC DEL15.14%3,445,447$208,449,5471,387,20167.4%$60.513F
CRHCRH PLC13.2%1,963,243$181,639,241-75,334-3.7%$92.5213F
LINLINDE PLC12.77%419,786$175,751,80464,93818.3%$418.6713F
ADIANALOG DEVICES INC4.33%280,460$59,586,53182,49441.67%$212.4613F
IONQIONQ INC3.04%1,001,513$41,833,198-313,434-23.84%$41.7713F
GOLFACUSHNET HLDGS CORP2.91%563,196$40,031,971-10,579-1.84%$71.0813F
AMZNAMAZON COM INC2.48%155,282$34,067,317142,7651140.57%$219.3913F
ETNEATON CORP PLC1.99%82,454$27,364,010-7,533-8.37%$331.8713F
SHCOSOHO HOUSE & CO INC1.39%2,573,790$19,174,736-46,169-1.76%$7.4513F
RYAAYRYANAIR HOLDINGS PLC0.92%291,053$12,687,00166,18129.43%$43.5913F
FCXFREEPORT-MCMORAN INC0.77%278,962$10,622,874-1,306,409-82.4%$38.0813F
TXNTEXAS INSTRS INC0.22%16,469$3,088,1023,52427.22%$187.5113F
MARMARRIOTT INTL INC NEW0.21%10,402$2,901,5341,98523.58%$278.9413F
ROKROCKWELL AUTOMATION INC0.13%6,129$1,751,6074,551288.4%$285.7913F
MRNAMODERNA INC0.11%35,000$1,455,30035,000New$41.5813F
FTVFORTIVE CORP0.07%12,610$945,7504,65758.56%$7513F
FLUTFLUTTER ENTMT PLC0.06%3,401$878,988-2,583-43.17%$258.4513F
GOLDBARRICK GOLD CORP0.04%36,122$559,891-24,552-40.47%$15.513F
BILIBILIBILI INC0.04%33,645$609,311No Change$18.1113F
AEMAGNICO EAGLE MINES LTD0.03%5,738$448,769-6,267-52.2%$78.2113F
VMCVULCAN MATLS CO0.02%1,155$297,101-297-20.45%$257.2313F
SPOTSPOTIFY TECHNOLOGY S A0.02%527$235,769-1,312-71.34%$447.3813F
ZHZHIHU INC0.00546%21,246$75,211No Change$3.5413F
REREATRENEW INC-12,348Exited13F
HUYAHUYA INC-10,083Exited13F
JDJD.COM INC-25,222Exited13F
LLYELI LILLY & CO-14,647Exited13F