Lansdowne Partners (Uk) LLP Portfolio Holdings by Sector

Lansdowne Partners (Uk) LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM ADI TXN 3 stocks	$440,609 47.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL UAL 2 stocks	$235,801 25.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ 1 stocks	$119,127 12.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical GOLF 1 stocks	$41,606 4.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$36,674 3.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TECK 1 stocks	$31,690 3.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MCG MAR 2 stocks	$18,078 1.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$10,325 1.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$2,369 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials AEM 1 stocks	$767 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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