LANSDOWNE PARTNERS (UK) LLP Q4 2016 Filing
Filed February 13, 2017
Portfolio Value
$11.2T
Holdings
45
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPMJPMORGAN CHASE & CO | 21,212,397 | $1.8T | 16.30% | |
| 2 | CMCSACOMCAST CORP NEW | 21,369,233 | $1.5T | 13.14% | |
| 3 | DALDELTA AIR LINES INC DEL | 26,185,936 | $1.3T | 11.47% | |
| 4 | AMZNAMAZON COM INC | 1,470,210 | $1.1T | 9.82% | |
| 5 | GOOGLALPHABET INC | 1,284,104 | $1.0T | 9.06% | |
| 6 | NKENIKE INC | 17,052,858 | $866.8B | 7.72% | |
| 7 | DISDISNEY WALT CO | 8,109,096 | $845.1B | 7.53% | |
| 8 | LBEURL BRANDS INC | 10,415,786 | $685.8B | 6.11% | |
| 9 | BACBANK AMER CORP | 30,503,227 | $674.1B | 6.00% | |
| 10 | METAFACEBOOK INC | 5,413,363 | $622.8B | 5.55% | |
| 11 | TRVCCITIGROUP INC | 6,046,806 | $359.4B | 3.20% | |
| 12 | VVISA INC | 1,423,851 | $111.1B | 0.99% | |
| 13 | HASHASBRO INC | 1,400,300 | $108.9B | 0.97% | |
| 14 | MANUMANCHESTER UTD PLC NEW | 4,941,440 | $70.4B | 0.63% | |
| 15 | CYTKCYTOKINETICS INC | 2,321,865 | $28.2B | 0.25% | |
| 16 | JCIJOHNSON CTLS INTL PLC | 415,494 | $17.1B | 0.15% | |
| 17 | UTXZUNITED TECHNOLOGIES CORP | 140,985 | $15.5B | 0.14% | |
| 18 | ADNTADIENT PLC | 239,701 | $14.0B | 0.13% | |
| 19 | ETNEATON CORP PLC | 140,232 | $9.4B | 0.08% | |
| 20 | CRMSALESFORCE COM INC | 127,487 | $8.7B | 0.08% | |
| 21 | SMMTUSDSUMMIT THERAPEUTICS PLC | 930,000 | $8.0B | 0.07% | |
| 22 | UPSUNITED PARCEL SERVICE INC | 55,592 | $6.4B | 0.06% | |
| 23 | CRCCANADIAN NAT RES LTD | 173,534 | $5.5B | 0.05% | |
| 24 | CTRACABOT OIL & GAS CORP | 236,558 | $5.5B | 0.05% | |
| 25 | NEENEXTERA ENERGY INC | 46,078 | $5.5B | 0.05% | |
| 26 | IRINGERSOLL-RAND PLC | 68,906 | $5.2B | 0.05% | |
| 27 | ACNACCENTURE PLC IRELAND | 43,907 | $5.1B | 0.05% | |
| 28 | SYYSYSCO CORP | 84,228 | $4.7B | 0.04% | |
| 29 | UNHUNITEDHEALTH GROUP INC | 28,996 | $4.6B | 0.04% | |
| 30 | BKNGPRICELINE GRP INC | 3,145 | $4.6B | 0.04% | |
| 31 | MSGNMSG NETWORK INC | 160,256 | $3.4B | 0.03% | |
| 32 | FSLRFIRST SOLAR INC | 84,838 | $2.7B | 0.02% | |
| 33 | BABAALIBABA GROUP HLDG LTD | 29,729 | $2.6B | 0.02% | |
| 34 | —REYNOLDS AMERICAN INC | 43,248 | $2.4B | 0.02% | |
| 35 | —SUNPOWER CORP | 3,000,000 | $2.0B | 0.02% | |
| 36 | SPWRQSUNPOWER CORP | 293,772 | $1.9B | 0.02% | |
| 37 | MTCHEURMATCH GROUP INC | 105,097 | $1.8B | 0.02% | |
| 38 | CPSCOOPER STD HLDGS INC | 13,645 | $1.4B | 0.01% | |
| 39 | —FITBIT INC | 165,069 | $1.2B | 0.01% | |
| 40 | KOCOCA COLA CO | 27,630 | $1.1B | 0.01% | |
| 41 | WBAWALGREENS BOOTS ALLIANCE INC | 12,185 | $1.0B | 0.01% | |
| 42 | —ENCANA CORP | 48,005 | $564.0M | 0.01% | |
| 43 | AFWALIGN TECHNOLOGY INC | 5,500 | $529.0M | 0.00% | |
| 44 | —JUNO THERAPEUTICS INC | 20,125 | $379.0M | 0.00% | |
| 45 | —ZELTIQ AESTHETICS INC | 7,455 | $324.0M | 0.00% |