LANSDOWNE PARTNERS (UK) LLP Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$1.4T
Holdings
25
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,662,077 | $328.2B | 23.85% | |
| 2 | SWSMURFIT WESTROCK PLC | 4,154,231 | $223.7B | 16.26% | |
| 3 | DALDELTA AIR LINES INC DEL | 3,445,447 | $208.4B | 15.14% | |
| 4 | RHCRH PLC | 1,963,243 | $181.6B | 13.20% | |
| 5 | LINLINDE PLC | 419,786 | $175.8B | 12.77% | |
| 6 | ADIANALOG DEVICES INC | 280,460 | $59.6B | 4.33% | |
| 7 | IONQIONQ INC | 1,001,513 | $41.8B | 3.04% | |
| 8 | GOLFACUSHNET HLDGS CORP | 563,196 | $40.0B | 2.91% | |
| 9 | AMZNAMAZON COM INC | 155,282 | $34.1B | 2.48% | |
| 10 | ETNEATON CORP PLC | 82,454 | $27.4B | 1.99% | |
| 11 | 75ZSOHO HOUSE & CO INC | 2,573,790 | $19.2B | 1.39% | |
| 12 | RYAAYRYANAIR HOLDINGS PLC | 291,053 | $12.7B | 0.92% | |
| 13 | FCXFREEPORT-MCMORAN INC | 278,962 | $10.6B | 0.77% | |
| 14 | TXNTEXAS INSTRS INC | 16,469 | $3.1B | 0.22% | |
| 15 | MARMARRIOTT INTL INC NEW | 10,402 | $2.9B | 0.21% | |
| 16 | ROKROCKWELL AUTOMATION INC | 6,129 | $1.8B | 0.13% | |
| 17 | MRNAMODERNA INC | 35,000 | $1.5B | 0.11% | |
| 18 | FTVFORTIVE CORP | 12,610 | $945.8M | 0.07% | |
| 19 | FLUTFLUTTER ENTMT PLC | 3,401 | $879.0M | 0.06% | |
| 20 | BILIBILIBILI INC | 33,645 | $609.3M | 0.04% | |
| 21 | ABXBARRICK GOLD CORP | 36,122 | $559.9M | 0.04% | |
| 22 | AEMAGNICO EAGLE MINES LTD | 5,738 | $448.8M | 0.03% | |
| 23 | VMCVULCAN MATLS CO | 1,155 | $297.1M | 0.02% | |
| 24 | SPOTSPOTIFY TECHNOLOGY S A | 527 | $235.8M | 0.02% | |
| 25 | ZHZHIHU INC | 21,246 | $75.2M | 0.01% |