Lansdowne Partners

Latest statistics and disclosures from Lansdowne Partners's latest quarterly 13F-HR filing:

Portfolio Holdings for Lansdowne Partners

Companies in the Lansdowne Partners portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Delta Air Lines (DAL) 16.26 10.29M -6% 28.53
Lam Research Corporation (LRCX) 11.99 901329 +16% 239.99
Applied Materials (AMAT) 11.52 4.54M +9% 45.82
Micron Technology (MU) 9.45 4.06M +40% 42.06
Hldgs Inc 7.98 4.57M -5% 31.55
Analog Devices (ADI) 7.56 1.52M +36% 89.61
Taiwan Semiconductor Mfg (TSM) 4.79 1.81M -53% 47.79
Eaton 4.71 1.09M +82% 77.69
Tesla Motors (TSLA) 4.65 160000 -92% 524.00
First Solar (FSLR) 4.18 2.09M +213% 36.06
United Technologies Corporation (UTX) 3.67 702120 +142% 94.33
Norfolk Southern (NSC) 2.80 345521 NEW 146.00
General Electric Company (GE) 2.75 6.24M 7.94
Ego 1.62 4.73M +6% 6.17
Renewable Energy 1.47 1.29M +8% 20.53
1life Healthcare Inc 0.89 888559 NEW 18.15
Darling International (DAR) 0.86 812155 NEW 19.17
Occidental Petroleum Corporation (OXY) 0.64 1.00M NEW 11.58
Dht Holdings 0.56 1.31M -43% 7.67
Summit Therapeutics Plc spons ads 0.56 4.23M +164% 2.37
Vectoiq Acquisition Corp 0.48 813263 NEW 10.64
Alamos Gold Inc New Class A 0.30 1.10M NEW 5.00
Trane Technologies Plc Shs stock 0.14 31246 NEW 82.60
NIKE (NKE) 0.08 18415 NEW 82.76
Iqiyi Inc. 0.05 50000 +28% 17.80
Alibaba Group Holding Ltd Spon 0.04 3500 -36% 194.57

Past Filings by Lansdowne Partners

View past SEC 13F filings by Lansdowne Partners

View all filings