LANSDOWNE PARTNERS (UK) LLP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.1T
Holdings
36
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LINLINDE PLC | 564,018 | $210.0B | 19.21% | |
| 2 | RYAAYRYANAIR HOLDINGS PLC | 2,081,085 | $202.3B | 18.51% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,809,548 | $157.2B | 14.38% | |
| 4 | RHCRH PLC | 2,666,656 | $145.9B | 13.35% | |
| 5 | AMZNAMAZON COM INC | 477,214 | $60.7B | 5.55% | |
| 6 | FCXFREEPORT-MCMORAN INC | 1,335,510 | $49.8B | 4.56% | |
| 7 | GOLFACUSHNET HLDGS CORP | 931,931 | $49.4B | 4.52% | |
| 8 | ETNEATON CORP PLC | 211,626 | $45.1B | 4.13% | |
| 9 | ADIANALOG DEVICES INC | 255,525 | $44.7B | 4.09% | |
| 10 | DALDELTA AIR LINES INC DEL | 1,047,217 | $38.7B | 3.54% | |
| 11 | 75ZSOHO HOUSE & CO INC | 2,614,682 | $18.1B | 1.66% | |
| 12 | LLYELI LILLY & CO | 32,851 | $17.6B | 1.61% | |
| 13 | IONQIONQ INC | 715,075 | $10.6B | 0.97% | |
| 14 | ABXBARRICK GOLD CORP | 496,584 | $7.2B | 0.66% | |
| 15 | MRNAMODERNA INC | 58,000 | $6.0B | 0.55% | |
| 16 | BIDUNBAIDU INC | 29,788 | $4.0B | 0.37% | |
| 17 | SCHWSCHWAB CHARLES CORP | 70,000 | $3.8B | 0.35% | |
| 18 | MNSOMINISO GROUP HLDG LTD | 139,782 | $3.6B | 0.33% | |
| 19 | D0ADADA NEXUS LTD | 656,251 | $2.9B | 0.27% | |
| 20 | LILI AUTO INC | 77,194 | $2.8B | 0.25% | |
| 21 | LULUFAX HOLDING LTD | 2,017,062 | $2.1B | 0.20% | |
| 22 | HUYAHUYA INC | 549,164 | $1.6B | 0.14% | |
| 23 | IQIQIYI INC | 268,748 | $1.3B | 0.12% | |
| 24 | —YATSEN HLDG LTD | 1,216,893 | $1.2B | 0.11% | |
| 25 | REREATRENEW INC | 515,046 | $1.2B | 0.11% | |
| 26 | HSAIHESAI GROUP | 87,002 | $870.0M | 0.08% | |
| 27 | ZLABZAI LAB LTD | 35,142 | $854.3M | 0.08% | |
| 28 | EHEHANG HLDGS LTD | 44,388 | $799.9M | 0.07% | |
| 29 | SYYSYSCO CORP | 8,017 | $529.5M | 0.05% | |
| 30 | VMCVULCAN MATLS CO | 2,379 | $480.6M | 0.04% | |
| 31 | AEMAGNICO EAGLE MINES LTD | 10,451 | $475.0M | 0.04% | |
| 32 | SPOTSPOTIFY TECHNOLOGY S A | 2,177 | $336.7M | 0.03% | |
| 33 | RGTIRIGETTI COMPUTING INC | 202,298 | $268.9M | 0.02% | |
| 34 | RBLXROBLOX CORP | 8,541 | $247.3M | 0.02% | |
| 35 | BNRBURNING ROCK BIOTECH LTD | 122,593 | $118.9M | 0.01% | |
| 36 | ZHZHIHU INC | 21,246 | $22.1M | 0.00% |