LANSDOWNE PARTNERS (UK) LLP Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$706.1B
Holdings
20
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LINLINDE PLC | 445,272 | $207.3B | 29.36% | |
| 2 | RHCRH PLC | 1,123,117 | $98.8B | 13.99% | |
| 3 | DALDELTA AIR LINES INC DEL | 2,024,999 | $88.3B | 12.50% | |
| 4 | SWSMURFIT WESTROCK PLC | 1,929,952 | $87.0B | 12.32% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 498,017 | $82.7B | 11.71% | |
| 6 | ADIANALOG DEVICES INC | 196,829 | $39.7B | 5.62% | |
| 7 | GOLFACUSHNET HLDGS CORP | 542,284 | $37.2B | 5.27% | |
| 8 | FCXFREEPORT-MCMORAN INC | 558,290 | $21.1B | 2.99% | |
| 9 | 75ZSOHO HOUSE & CO INC | 2,567,413 | $15.9B | 2.25% | |
| 10 | IONQIONQ INC | 493,785 | $10.9B | 1.54% | |
| 11 | ROKROCKWELL AUTOMATION INC | 15,727 | $4.1B | 0.58% | |
| 12 | AMZNAMAZON COM INC | 16,930 | $3.2B | 0.46% | |
| 13 | TXNTEXAS INSTRS INC | 17,451 | $3.1B | 0.44% | |
| 14 | FTVFORTIVE CORP | 27,445 | $2.0B | 0.28% | |
| 15 | ABXBARRICK GOLD CORP | 100,790 | $2.0B | 0.28% | |
| 16 | FLUTFLUTTER ENTMT PLC | 5,009 | $1.1B | 0.16% | |
| 17 | AEMAGNICO EAGLE MINES LTD | 5,404 | $585.8M | 0.08% | |
| 18 | MARMARRIOTT INTL INC NEW | 2,036 | $485.0M | 0.07% | |
| 19 | BABAALIBABA GROUP HLDG LTD | 2,955 | $390.7M | 0.06% | |
| 20 | SPOT 0 03/15/26SPOTIFY USA INC | 434 | $238.7M | 0.03% |