LANSDOWNE PARTNERS (UK) LLP Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$1.1B

Holdings

36

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (36 positions)

#StockSharesValue% PortfolioType
1
LINLINDE PLC
564,018$210.0T19211961.87%
2
RYAAYRYANAIR HOLDINGS PLC
2,081,085$202.3T18506584.02%
3
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,809,548$157.2T14384472.87%
4
RHCRH PLC
2,666,656$145.9T13350432.43%
5
AMZNAMAZON COM INC
477,214$60.7T5549462.55%
6
FCXFREEPORT-MCMORAN INC
1,335,510$49.8T4555948.41%
7
GOLFACUSHNET HLDGS CORP
931,931$49.4T4521903.76%
8
ETNEATON CORP PLC
211,626$45.1T4129094.93%
9
ADIANALOG DEVICES INC
255,525$44.7T4092815.23%
10
DALDELTA AIR LINES INC DEL
1,047,217$38.7T3544785.99%
11
75ZSOHO HOUSE & CO INC
2,614,682$18.1T1657108.29%
12
LLYELI LILLY & CO
32,851$17.6T1614158.77%
13
IONQIONQ INC
715,075$10.6T973378.79%
14
ABXBARRICK GOLD CORP
496,584$7.2T660924.48%
15
MRNAMODERNA INC
58,000$6.0T548041.77%
16
BIDUNBAIDU INC
29,788$4.0T366105.65%
17
SCHWSCHWAB CHARLES CORP
70,000$3.8T351558.64%
18
MNSOMINISO GROUP HLDG LTD
139,782$3.6T331190.93%
19
D0ADADA NEXUS LTD
656,251$2.9T267151.36%
20
LILI AUTO INC
77,194$2.8T251750.57%
21
LULUFAX HOLDING LTD
2,017,062$2.1T195592.57%
22
HUYAHUYA INC
549,164$1.6T142674.99%
23
IQIQIYI INC
268,748$1.3T116533.59%
24
YATSEN HLDG LTD
1,216,893$1.2T111321.69%
25
REREATRENEW INC
515,046$1.2T107425.64%
26
HSAIHESAI GROUP
87,002$870.0B79589.66%
27
ZLABZAI LAB LTD
35,142$854.3B78151.77%
28
EHEHANG HLDGS LTD
44,388$799.9B73172.50%
29
SYYSYSCO CORP
8,017$529.5B48440.90%
30
VMCVULCAN MATLS CO
2,379$480.6B43965.96%
31
AEMAGNICO EAGLE MINES LTD
10,451$475.0B43452.94%
32
SPOTSPOTIFY TECHNOLOGY S A
2,177$336.7B30796.92%
33
RGTIRIGETTI COMPUTING INC
202,298$268.9B24595.75%
34
RBLXROBLOX CORP
8,541$247.3B22627.37%
35
BNRBURNING ROCK BIOTECH LTD
122,593$118.9B10878.38%
36
ZHZHIHU INC
21,246$22.1B2021.35%