LANSDOWNE PARTNERS (UK) LLP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$1.7T
Holdings
26
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DALDELTA AIR LINES INC DEL | 4,452,261 | $174.0B | 10.54% | |
| 2 | ADIANALOG DEVICES INC | 986,087 | $173.3B | 10.50% | |
| 3 | ETNEATON CORP PLC | 963,016 | $166.4B | 10.08% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,371,337 | $165.0B | 9.99% | |
| 5 | ILMNILLUMINA INC | 394,314 | $150.0B | 9.09% | |
| 6 | WRKUSDWESTROCK CO | 2,981,514 | $132.3B | 8.01% | |
| 7 | AMATAPPLIED MATLS INC | 769,965 | $121.2B | 7.34% | |
| 8 | RYAAYRYANAIR HOLDINGS PLC | 1,035,509 | $106.0B | 6.42% | |
| 9 | FCXFREEPORT-MCMORAN INC | 2,462,073 | $102.7B | 6.22% | |
| 10 | IEURISHARES TR | 1,661,341 | $96.6B | 5.85% | |
| 11 | RBLXROBLOX CORP | 596,369 | $61.5B | 3.73% | |
| 12 | IONQIONQ INC | 2,656,643 | $44.4B | 2.69% | |
| 13 | ELDELDORADO GOLD CORP NEW | 4,179,847 | $39.8B | 2.41% | |
| 14 | 75ZMEMBERSHIP COLLECTIVE GROUP | 2,539,627 | $32.5B | 1.97% | |
| 15 | —SUPERNOVA PARTNERS ACQUISTN | 2,152,911 | $22.1B | 1.34% | |
| 16 | EGOELDORADO GOLD CORP NEW | 1,313,300 | $12.3B | 0.74% | Call |
| 17 | TLRYTILRAY INC | 1,580,000 | $11.1B | 0.67% | Call |
| 18 | BKNGBOOKING HOLDINGS INC | 4,000 | $9.6B | 0.58% | |
| 19 | AGIALAMOS GOLD INC NEW | 1,239,755 | $9.5B | 0.58% | |
| 20 | TLRYEURTILRAY INC | 992,771 | $7.0B | 0.42% | |
| 21 | CCOCAMECO CORP | 305,215 | $6.7B | 0.40% | |
| 22 | XLFSELECT SECTOR SPDR TR | 54,152 | $2.1B | 0.13% | |
| 23 | VMCVULCAN MATLS CO | 9,600 | $2.0B | 0.12% | |
| 24 | WMGWARNER MUSIC GROUP CORP | 28,000 | $1.2B | 0.07% | |
| 25 | NXDRNEXTDOOR HOLDINGS INC | 114,600 | $904.0M | 0.05% | |
| 26 | BLDPBALLARD PWR SYS INC NEW | 43,500 | $546.0M | 0.03% |