LANSDOWNE PARTNERS (UK) LLP Q3 2022 Filing
Filed November 10, 2022
Portfolio Value
$464.7B
Holdings
17
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DALDELTA AIR LINES INC DEL | 4,150,134 | $116.5B | 25.06% | |
| 2 | RYAAYRYANAIR HOLDINGS PLC | 1,283,473 | $75.0B | 16.14% | |
| 3 | FCXFREEPORT-MCMORAN INC | 2,389,867 | $65.3B | 14.06% | |
| 4 | WRKUSDWESTROCK CO | 2,086,374 | $64.4B | 13.87% | |
| 5 | ETNEATON CORP PLC | 377,437 | $50.3B | 10.83% | |
| 6 | ADIANALOG DEVICES INC | 353,630 | $49.3B | 10.60% | |
| 7 | 75ZMEMBERSHIP COLLECTIVE GROUP | 3,010,246 | $14.2B | 3.06% | |
| 8 | IONQIONQ INC | 1,813,648 | $9.2B | 1.98% | |
| 9 | RBLXROBLOX CORP | 243,714 | $8.7B | 1.88% | |
| 10 | BKNGBOOKING HOLDINGS INC | 2,575 | $4.2B | 0.91% | |
| 11 | MRNAMODERNA INC | 28,750 | $3.4B | 0.73% | |
| 12 | RGTIRIGETTI COMPUTING INC | 652,540 | $1.2B | 0.26% | |
| 13 | —WEJO GROUP LIMITED | 846,994 | $923.0M | 0.20% | |
| 14 | IQIQIYI INC | 320,000 | $867.0M | 0.19% | |
| 15 | VSCOVICTORIAS SECRET AND CO | 14,908 | $434.0M | 0.09% | |
| 16 | VMCVULCAN MATLS CO | 2,653 | $418.0M | 0.09% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,040 | $208.0M | 0.04% |