LANSDOWNE PARTNERS (UK) LLP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$1.2T
Holdings
27
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WRKUSDWESTROCK CO | 4,262,556 | $200.5B | 16.61% | |
| 2 | DALDELTA AIR LINES INC DEL | 3,860,091 | $152.7B | 12.65% | |
| 3 | FCXFREEPORT-MCMORAN INC | 2,772,821 | $137.9B | 11.43% | |
| 4 | AMATAPPLIED MATLS INC | 976,759 | $128.7B | 10.66% | |
| 5 | ADIANALOG DEVICES INC | 732,138 | $120.9B | 10.02% | |
| 6 | ETNEATON CORP PLC | 719,334 | $109.2B | 9.04% | |
| 7 | RYAAYRYANAIR HOLDINGS PLC | 968,372 | $84.4B | 6.99% | |
| 8 | XOMEXXON MOBIL CORP | 904,161 | $74.7B | 6.19% | |
| 9 | IONQIONQ INC | 2,643,533 | $33.7B | 2.79% | |
| 10 | 75ZMEMBERSHIP COLLECTIVE GROUP | 3,049,801 | $23.7B | 1.96% | |
| 11 | ELDELDORADO GOLD CORP NEW | 2,071,624 | $23.2B | 1.92% | |
| 12 | RBLXROBLOX CORP | 441,536 | $20.4B | 1.69% | |
| 13 | ILMNILLUMINA INC | 52,715 | $18.4B | 1.53% | |
| 14 | BABOEING CO | 84,000 | $16.1B | 1.33% | Put |
| 15 | RGTIRIGETTI COMPUTING INC | 2,147,294 | $13.5B | 1.12% | |
| 16 | BKNGBOOKING HOLDINGS INC | 4,750 | $11.2B | 0.92% | |
| 17 | WYWEYERHAEUSER CO MTN BE | 277,392 | $10.5B | 0.87% | |
| 18 | CCOCAMECO CORP | 252,627 | $7.4B | 0.61% | |
| 19 | MRNAMODERNA INC | 31,000 | $5.3B | 0.44% | |
| 20 | AMZNAMAZON COM INC | 1,500 | $4.9B | 0.41% | Put |
| 21 | —WEJO GROUP LIMITED | 846,994 | $3.4B | 0.28% | |
| 22 | VMCVULCAN MATLS CO | 9,281 | $1.7B | 0.14% | |
| 23 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 13,200 | $1.4B | 0.11% | |
| 24 | BILIBILIBILI INC | 46,000 | $1.2B | 0.10% | |
| 25 | VSCOVICTORIAS SECRET AND CO | 14,879 | $764.0M | 0.06% | |
| 26 | NXDRNEXTDOOR HOLDINGS INC | 110,803 | $664.0M | 0.06% | |
| 27 | AGQPROSHARES TR II | 41,643 | $561.0M | 0.05% |