LANSDOWNE PARTNERS (UK) LLP Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$1.3T
Holdings
28
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,786,780 | $310.3B | 24.27% | |
| 2 | SWSMURFIT WESTROCK PLC | 5,092,557 | $251.7B | 19.68% | |
| 3 | RHCRH PLC | 2,038,577 | $189.1B | 14.79% | |
| 4 | LINLINDE PLC | 354,848 | $169.2B | 13.23% | |
| 5 | DALDELTA AIR LINES INC DEL | 2,058,246 | $104.5B | 8.18% | |
| 6 | FCXFREEPORT-MCMORAN INC | 1,585,371 | $79.1B | 6.19% | |
| 7 | ADIANALOG DEVICES INC | 197,966 | $45.6B | 3.56% | |
| 8 | GOLFACUSHNET HLDGS CORP | 573,775 | $36.6B | 2.86% | |
| 9 | ETNEATON CORP PLC | 89,987 | $29.8B | 2.33% | |
| 10 | 75ZSOHO HOUSE & CO INC | 2,619,959 | $13.4B | 1.05% | |
| 11 | LLYELI LILLY & CO | 14,647 | $13.0B | 1.01% | |
| 12 | IONQIONQ INC | 1,314,947 | $11.5B | 0.90% | |
| 13 | RYAAYRYANAIR HOLDINGS PLC | 224,872 | $10.2B | 0.79% | |
| 14 | TXNTEXAS INSTRS INC | 12,945 | $2.7B | 0.21% | |
| 15 | AMZNAMAZON COM INC | 12,517 | $2.3B | 0.18% | |
| 16 | MARMARRIOTT INTL INC NEW | 8,417 | $2.1B | 0.16% | |
| 17 | FLUTFLUTTER ENTMT PLC | 5,984 | $1.4B | 0.11% | |
| 18 | ABXBARRICK GOLD CORP | 60,674 | $1.2B | 0.09% | |
| 19 | JDJD.COM INC | 25,222 | $1.0B | 0.08% | |
| 20 | AEMAGNICO EAGLE MINES LTD | 12,005 | $967.1M | 0.08% | |
| 21 | BILIBILIBILI INC | 33,645 | $786.6M | 0.06% | |
| 22 | SPOTSPOTIFY TECHNOLOGY S A | 1,839 | $677.7M | 0.05% | |
| 23 | FTVFORTIVE CORP | 7,953 | $627.7M | 0.05% | |
| 24 | ROKROCKWELL AUTOMATION INC | 1,578 | $423.6M | 0.03% | |
| 25 | VMCVULCAN MATLS CO | 1,452 | $363.6M | 0.03% | |
| 26 | ZHZHIHU INC | 21,246 | $81.8M | 0.01% | |
| 27 | HUYAHUYA INC | 10,083 | $51.4M | 0.00% | |
| 28 | REREATRENEW INC | 12,348 | $34.3M | 0.00% |