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	$207,772 40.2% of portfolio	2	1	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL UAL 2 stocks	$144,597 27.97% of portfolio	1	1	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$62,340 12.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical GOLF 1 stocks	$39,350 7.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ 1 stocks	$21,555 4.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MCG MAR 2 stocks	$18,296 3.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$10,463 2.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$8,893 1.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$2,613 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials AEM 1 stocks	$753 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC CRH.L 2 stocks	$261 0.05% of portfolio	1	1	1	-	0 Calls 0 Puts

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