LANSDOWNE PARTNERS (UK) LLP Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$1.5T
Holdings
37
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,278,964 | $310.1B | 20.35% | |
| 2 | RHCRH PLC | 3,115,598 | $268.8B | 17.64% | |
| 3 | RYAAYRYANAIR HOLDINGS PLC | 1,776,552 | $258.6B | 16.97% | |
| 4 | LINLINDE PLC | 376,550 | $174.8B | 11.47% | |
| 5 | DALDELTA AIR LINES INC DEL | 3,015,677 | $144.4B | 9.47% | |
| 6 | AMZNAMAZON COM INC | 632,237 | $114.0B | 7.48% | |
| 7 | GOLFACUSHNET HLDGS CORP | 894,467 | $59.0B | 3.87% | |
| 8 | FCXFREEPORT-MCMORAN INC | 1,044,102 | $49.1B | 3.22% | |
| 9 | ADIANALOG DEVICES INC | 189,913 | $37.6B | 2.47% | |
| 10 | ETNEATON CORP PLC | 113,384 | $35.5B | 2.33% | |
| 11 | LLYLILLY ELI & CO | 30,289 | $23.6B | 1.55% | |
| 12 | 75ZSOHO HOUSE & CO INC | 2,619,625 | $14.9B | 0.97% | |
| 13 | IONQIONQ INC | 1,389,710 | $13.9B | 0.91% | |
| 14 | MRNAMODERNA INC | 36,000 | $3.8B | 0.25% | |
| 15 | MSFTMICROSOFT CORP | 4,584 | $1.9B | 0.13% | |
| 16 | EHEHANG HLDGS LTD | 88,154 | $1.8B | 0.12% | |
| 17 | MARMARRIOTT INTL INC NEW | 5,287 | $1.3B | 0.09% | |
| 18 | D0ADADA NEXUS LTD | 608,718 | $1.2B | 0.08% | |
| 19 | SPOTSPOTIFY TECHNOLOGY S A | 4,629 | $1.2B | 0.08% | |
| 20 | MNSOMINISO GROUP HLDG LTD | 58,571 | $1.2B | 0.08% | |
| 21 | BIDUNBAIDU INC | 8,585 | $903.8M | 0.06% | |
| 22 | LILI AUTO INC | 29,125 | $881.9M | 0.06% | |
| 23 | HSAIHESAI GROUP | 147,955 | $748.7M | 0.05% | |
| 24 | AEMAGNICO EAGLE MINES LTD | 12,386 | $738.8M | 0.05% | |
| 25 | EPAMEPAM SYS INC | 2,371 | $654.8M | 0.04% | |
| 26 | IQIQIYI INC | 139,192 | $588.8M | 0.04% | |
| 27 | TXNTEXAS INSTRS INC | 2,279 | $397.0M | 0.03% | |
| 28 | SIMOSILICON MOTION TECHNOLOGY CO | 4,694 | $361.2M | 0.02% | |
| 29 | ABXBARRICK GOLD CORP | 20,144 | $335.2M | 0.02% | |
| 30 | FTVFORTIVE CORP | 3,745 | $322.1M | 0.02% | |
| 31 | VMCVULCAN MATLS CO | 1,159 | $316.3M | 0.02% | |
| 32 | ROKROCKWELL AUTOMATION INC | 920 | $268.0M | 0.02% | |
| 33 | RBLXROBLOX CORP | 6,769 | $258.4M | 0.02% | |
| 34 | BILIBILIBILI INC | 23,000 | $257.6M | 0.02% | |
| 35 | HUYAHUYA INC | 10,083 | $45.9M | 0.00% | |
| 36 | REREATRENEW INC | 12,348 | $21.7M | 0.00% | |
| 37 | ZHZHIHU INC | 21,246 | $14.5M | 0.00% |