LANSDOWNE PARTNERS (UK) LLP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$647.9T
Holdings
21
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RYAAYRYANAIR HOLDINGS PLC | 1,767,213 | $166.6T | 25.72% | |
| 2 | LINLINDE PLC | 335,532 | $119.3T | 18.41% | |
| 3 | FCXFREEPORT-MCMORAN INC | 1,927,068 | $78.8T | 12.17% | |
| 4 | ADIANALOG DEVICES INC | 380,188 | $75.0T | 11.57% | |
| 5 | DALDELTA AIR LINES INC DEL | 1,815,363 | $63.4T | 9.78% | |
| 6 | ETNEATON CORP PLC | 344,238 | $59.0T | 9.10% | |
| 7 | GOLFACUSHNET HLDGS CORP | 419,936 | $21.4T | 3.30% | |
| 8 | 75ZSOHO HOUSE & CO INC | 2,784,672 | $18.2T | 2.81% | |
| 9 | LLYLILLY ELI & CO | 31,440 | $10.8T | 1.67% | |
| 10 | ABXBARRICK GOLD CORP | 561,410 | $10.4T | 1.61% | |
| 11 | IONQIONQ INC | 1,672,434 | $10.3T | 1.59% | |
| 12 | MRNAMODERNA INC | 37,500 | $5.8T | 0.89% | |
| 13 | BKNGBOOKING HOLDINGS INC | 1,800 | $4.8T | 0.74% | |
| 14 | IQIQIYI INC | 248,797 | $1.8T | 0.28% | |
| 15 | RGTIRIGETTI COMPUTING INC | 663,307 | $479.4B | 0.07% | |
| 16 | CXCEMEX SAB DE CV | 78,216 | $432.5B | 0.07% | |
| 17 | —WEJO GROUP LIMITED | 846,994 | $417.6B | 0.06% | |
| 18 | VMCVULCAN MATLS CO | 2,349 | $403.0B | 0.06% | |
| 19 | SPOTSPOTIFY TECHNOLOGY S A | 2,186 | $292.1B | 0.05% | |
| 20 | HUYAHUYA INC | 45,530 | $164.4B | 0.03% | |
| 21 | AVALGRUPO AVAL ACCIONES Y VALORE | 58,090 | $135.9B | 0.02% |