LANSDOWNE PARTNERS (UK) LLP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.3T
Holdings
27
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,182,205 | $379.3B | 30.13% | |
| 2 | RHCRH PLC | 3,007,817 | $225.6B | 17.92% | |
| 3 | LINLINDE PLC | 399,096 | $175.1B | 13.91% | |
| 4 | DALDELTA AIR LINES INC DEL | 2,897,327 | $137.4B | 10.92% | |
| 5 | AMZNAMAZON COM INC | 439,146 | $84.9B | 6.74% | |
| 6 | RYAAYRYANAIR HOLDINGS PLC | 627,152 | $73.0B | 5.80% | |
| 7 | FCXFREEPORT-MCMORAN INC | 880,158 | $42.8B | 3.40% | |
| 8 | GOLFACUSHNET HLDGS CORP | 645,128 | $41.0B | 3.25% | |
| 9 | ETNEATON CORP PLC | 89,866 | $28.2B | 2.24% | |
| 10 | ADIANALOG DEVICES INC | 95,525 | $21.8B | 1.73% | |
| 11 | LLYLILLY ELI & CO | 15,498 | $14.0B | 1.11% | |
| 12 | 75ZSOHO HOUSE & CO INC | 2,619,959 | $13.9B | 1.10% | |
| 13 | IONQIONQ INC | 1,331,054 | $9.4B | 0.74% | |
| 14 | MRNAMODERNA INC | 20,500 | $2.4B | 0.19% | |
| 15 | TXNTEXAS INSTRS INC | 11,600 | $2.3B | 0.18% | |
| 16 | MSFTMICROSOFT CORP | 4,584 | $2.0B | 0.16% | |
| 17 | MARMARRIOTT INTL INC NEW | 6,343 | $1.5B | 0.12% | |
| 18 | AEMAGNICO EAGLE MINES LTD | 12,336 | $806.8M | 0.06% | |
| 19 | SPOTSPOTIFY TECHNOLOGY S A | 2,523 | $791.7M | 0.06% | |
| 20 | ABXBARRICK GOLD CORP | 38,536 | $642.8M | 0.05% | |
| 21 | IQIQIYI INC | 153,482 | $563.3M | 0.04% | |
| 22 | BILIBILIBILI INC | 28,612 | $441.8M | 0.04% | |
| 23 | FTVFORTIVE CORP | 5,892 | $436.6M | 0.03% | |
| 24 | ROKROCKWELL AUTOMATION INC | 1,295 | $356.5M | 0.03% | |
| 25 | VMCVULCAN MATLS CO | 1,154 | $287.0M | 0.02% | |
| 26 | HUYAHUYA INC | 10,083 | $39.8M | 0.00% | |
| 27 | REREATRENEW INC | 12,348 | $29.3M | 0.00% |