Lansdowne Partners (Uk) LLP Portfolio Holdings

Lansdowne Partners (Uk) LLP

  • $862 Million
  • Q2 2024

Lansdowne Partners (Uk) LLP has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $862 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $379M, Delta Air Lines, Inc. with a value of $137M, Amazon Com Inc with a value of $84.9M, Ryanair Holdings PLC with a value of $73M, and Freeport Mcmoran Inc with a value of $42.8M.

Examining the 13F form we can see an decrease of $220M in the current position value, from $1.08B to 862M.

Lansdowne Partners (Uk) LLP is based out at London, X0

Below you can find more details about Lansdowne Partners (Uk) LLP portfolio as well as his latest detailed transactions.

Portfolio value $862 Million
Technology: $415 Million
Industrials: $239 Million
Consumer Cyclical: $145 Million
Basic Materials: $44.5 Million
Healthcare: $16.5 Million
Communication Services: $1.83 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$923B
$379 Million 43.98% of portfolio
2,182,205
Q2 2024 Reduced 4.25%
$33B
$137 Million 15.94% of portfolio
2,897,327
Q2 2024 Reduced 3.92%
$1.92T
$84.9 Million 9.84% of portfolio
439,146
Q2 2024 Reduced 30.54%
$25.6B
$73 Million 8.47% of portfolio
627,152
Q2 2024 Reduced 64.7%
$73.4B
$42.8 Million 4.96% of portfolio
880,158
Q2 2024 Reduced 15.7%
$4.57B
$41 Million 4.75% of portfolio
645,128
Q2 2024 Reduced 27.88%
$131B
$28.2 Million 3.27% of portfolio
89,866
Q2 2024 Reduced 20.74%
$119B
$21.8 Million 2.53% of portfolio
95,525
Q2 2024 Reduced 49.7%
$404M
$18.1 Million 2.1% of portfolio
2,619,959
Q2 2024 Added 0.01%
$834B
$14 Million 1.63% of portfolio
15,498
Q2 2024 Reduced 48.83%
$1.93B
$9.36 Million 1.08% of portfolio
1,331,054
Q2 2024 Reduced 4.22%
$25.7B
$2.43 Million 0.28% of portfolio
20,500
Q2 2024 Reduced 43.06%
$177B
$2.26 Million 0.26% of portfolio
11,600
Q2 2024 Added 409.0%
$3.19T
$2.05 Million 0.24% of portfolio
4,584
Q1 2024 New
$82.1B
$1.53 Million 0.18% of portfolio
6,343
Q2 2024 Added 19.97%
$37.2B
$806,000 0.09% of portfolio
12,336
Q2 2024 Reduced 0.4%
$2.44B
$563,000 0.07% of portfolio
153,482
Q2 2024 Added 10.27%
$35.7B
$642,000 0.07% of portfolio
38,536
Q2 2024 Added 91.3%
$28B
$436,000 0.05% of portfolio
5,892
Q2 2024 Added 57.33%
$8.78B
$441,000 0.05% of portfolio
28,612
Q2 2024 Added 24.4%
$31.2B
$356,000 0.04% of portfolio
1,295
Q2 2024 Added 40.76%
$33.3B
$286,000 0.03% of portfolio
1,154
Q2 2024 Reduced 0.43%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2024 Added 5.99%
$579M
$29,000 0.0% of portfolio
12,348
Q1 2024 Reduced 97.6%
$23.9B
$0 0.0% of portfolio
-
Q2 2024 Reduced 3.46%
$1.21B
$39,000 0.0% of portfolio
10,083
Q1 2024 Reduced 98.16%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $862 Million
  • Prior Value $1.08 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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