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	$125,759 40.08% of portfolio	1	2	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$88,289 28.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical GOLF 1 stocks	$37,233 11.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$21,136 6.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MCG MAR 2 stocks	$18,224 5.81% of portfolio	-	2	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ 1 stocks	$10,897 3.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$4,063 1.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA 2 stocks	$3,611 1.15% of portfolio	1	1	1	-	0 Calls 0 Puts
Gold \| Basic Materials GOLD AEM 2 stocks	$2,544 0.81% of portfolio	1	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$2,008 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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