LANSDOWNE PARTNERS (UK) LLP Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$708.9B
Holdings
23
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WRKUSDWESTROCK CO | 4,307,993 | $171.6B | 24.21% | |
| 2 | DALDELTA AIR LINES INC DEL | 4,568,569 | $132.4B | 18.67% | |
| 3 | RYAAYRYANAIR HOLDINGS PLC | 1,273,635 | $85.7B | 12.08% | |
| 4 | FCXFREEPORT-MCMORAN INC | 2,689,782 | $78.7B | 11.10% | |
| 5 | PXDEURPIONEER NAT RES CO | 196,411 | $43.8B | 6.18% | |
| 6 | ETNEATON CORP PLC | 340,330 | $42.9B | 6.05% | |
| 7 | ADIANALOG DEVICES INC | 292,147 | $42.7B | 6.02% | |
| 8 | AMATAPPLIED MATLS INC | 452,192 | $41.1B | 5.80% | |
| 9 | 75ZMEMBERSHIP COLLECTIVE GROUP | 3,010,246 | $19.5B | 2.75% | |
| 10 | RBLXROBLOX CORP | 428,853 | $14.1B | 1.99% | |
| 11 | IONQIONQ INC | 1,994,852 | $8.7B | 1.23% | |
| 12 | BKNGBOOKING HOLDINGS INC | 3,800 | $6.6B | 0.94% | |
| 13 | MRNAMODERNA INC | 45,500 | $6.5B | 0.92% | |
| 14 | ELDELDORADO GOLD CORP NEW | 877,049 | $5.6B | 0.79% | |
| 15 | RGTIRIGETTI COMPUTING INC | 796,625 | $2.9B | 0.41% | |
| 16 | BILIBILIBILI INC | 66,234 | $1.7B | 0.24% | |
| 17 | —WEJO GROUP LIMITED | 846,994 | $1.0B | 0.14% | |
| 18 | VMCVULCAN MATLS CO | 6,377 | $906.0M | 0.13% | |
| 19 | AGQPROSHARES TR II | 44,523 | $647.0M | 0.09% | |
| 20 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,799 | $638.0M | 0.09% | |
| 21 | VSCOVICTORIAS SECRET AND CO | 19,596 | $548.0M | 0.08% | |
| 22 | UALUNITED AIRLS HLDGS INC | 9,916 | $351.0M | 0.05% | |
| 23 | ILMNILLUMINA INC | 1,271 | $234.0M | 0.03% |