LANSDOWNE PARTNERS (UK) LLP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.3T
Holdings
39
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RYAAYRYANAIR HOLDINGS PLC | 1,854,669 | $247.3B | 18.47% | |
| 2 | RHCRH PLC | 3,174,043 | $219.5B | 16.39% | |
| 3 | LINLINDE PLC | 527,144 | $216.5B | 16.17% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,080,157 | $216.3B | 16.15% | |
| 5 | AMZNAMAZON COM INC | 465,753 | $70.8B | 5.28% | |
| 6 | FCXFREEPORT-MCMORAN INC | 1,411,111 | $60.1B | 4.49% | |
| 7 | GOLFACUSHNET HLDGS CORP | 914,791 | $57.8B | 4.32% | |
| 8 | ADIANALOG DEVICES INC | 249,468 | $49.5B | 3.70% | |
| 9 | DALDELTA AIR LINES INC DEL | 1,022,348 | $41.1B | 3.07% | |
| 10 | ETNEATON CORP PLC | 167,238 | $40.3B | 3.01% | |
| 11 | LLYELI LILLY & CO | 47,839 | $27.9B | 2.08% | |
| 12 | 75ZSOHO HOUSE & CO INC | 2,619,141 | $18.6B | 1.39% | |
| 13 | IONQIONQ INC | 851,175 | $10.5B | 0.79% | |
| 14 | BIDUNBAIDU INC | 72,928 | $8.7B | 0.65% | |
| 15 | ABXBARRICK GOLD CORP | 453,761 | $8.2B | 0.61% | |
| 16 | MRNAMODERNA INC | 69,000 | $6.9B | 0.51% | |
| 17 | MNSOMINISO GROUP HLDG LTD | 296,583 | $6.1B | 0.45% | |
| 18 | LILI AUTO INC | 154,388 | $5.8B | 0.43% | |
| 19 | EHEHANG HLDGS LTD | 282,839 | $4.8B | 0.35% | |
| 20 | D0ADADA NEXUS LTD | 1,127,531 | $3.7B | 0.28% | |
| 21 | HUYAHUYA INC | 895,749 | $3.3B | 0.24% | |
| 22 | LULUFAX HOLDING LTD | 746,278 | $2.3B | 0.17% | |
| 23 | REREATRENEW INC | 1,030,092 | $2.0B | 0.15% | |
| 24 | MSFTMICROSOFT CORP | 4,662 | $1.8B | 0.13% | |
| 25 | HSAIHESAI GROUP | 174,004 | $1.6B | 0.12% | |
| 26 | IQIQIYI INC | 216,026 | $1.1B | 0.08% | |
| 27 | ZLABZAI LAB LTD | 35,142 | $960.4M | 0.07% | |
| 28 | ZHZHIHU INC | 858,047 | $892.4M | 0.07% | |
| 29 | EPAMEPAM SYS INC | 2,919 | $867.9M | 0.06% | |
| 30 | AEMAGNICO EAGLE MINES LTD | 12,004 | $658.4M | 0.05% | |
| 31 | SPOTSPOTIFY TECHNOLOGY S A | 3,370 | $633.3M | 0.05% | |
| 32 | SESEA LTD | 5,861 | $491.5M | 0.04% | |
| 33 | VMCVULCAN MATLS CO | 2,072 | $470.4M | 0.04% | |
| 34 | RBLXROBLOX CORP | 10,141 | $463.6M | 0.03% | |
| 35 | BILIBILIBILI INC | 30,124 | $442.5M | 0.03% | |
| 36 | SYYSYSCO CORP | 5,968 | $436.4M | 0.03% | |
| 37 | —YATSEN HLDG LTD | 502,770 | $367.8M | 0.03% | |
| 38 | NIUNIU TECHNOLOGIES | 30,248 | $116.8M | 0.01% | |
| 39 | BNRBURNING ROCK BIOTECH LTD | 67,592 | $62.9M | 0.00% |