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	$391,033 49.31% of portfolio	2	1	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL RYAAY 2 stocks	$221,136 27.88% of portfolio	2	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ 1 stocks	$41,833 5.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical GOLF 1 stocks	$40,031 5.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$34,067 4.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN ROK 2 stocks	$29,115 3.67% of portfolio	1	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MCG MAR 2 stocks	$20,685 2.61% of portfolio	1	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$10,622 1.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare MRNA 1 stocks	$1,455 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials GOLD AEM 2 stocks	$1,007 0.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$945 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services BILI 1 stocks	$609 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC CRH.L 2 stocks	$297 0.04% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$235 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts

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