Lansdowne Partners

Lansdowne Partners as of Dec. 31, 2014

Portfolio Holdings for Lansdowne Partners

Lansdowne Partners holds 44 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Comcast Corporation (CMCSA) 12.9 $1.4B 25M 58.01
JPMorgan Chase & Co. (JPM) 10.7 $1.2B 19M 62.59
Delta Air Lines (DAL) 10.2 $1.1B 23M 49.19
Goldman Sachs (GS) 9.8 $1.1B 5.6M 193.85
Nike (NKE) 8.0 $888M 9.2M 96.14
Amazon (AMZN) 7.6 $849M 2.7M 310.35
Walt Disney Company (DIS) 6.9 $764M 8.1M 94.18
Wells Fargo & Company (WFC) 6.8 $756M 14M 54.82
American Express Company (AXP) 5.5 $608M 6.5M 93.04
L Brands 5.1 $568M 6.6M 86.54
Verizon Communications (VZ) 3.6 $400M 8.5M 46.78
Linkedin Corp 3.5 $391M 1.7M 229.69
Visa (V) 2.9 $324M 1.2M 262.19
Netflix (NFLX) 2.0 $223M 653k 341.61
Whole Foods Market 0.6 $68M 1.4M 50.42
Manchester Utd Plc New Ord Cl (MANU) 0.6 $63M 3.9M 15.90
Alibaba Group Holding (BABA) 0.4 $44M 422k 103.96
Citigroup (C) 0.4 $44M 807k 54.11
American Airls (AAL) 0.4 $40M 750k 53.63
E TRADE Financial Corporation 0.3 $36M 1.5M 24.26
Twitter 0.3 $34M 947k 35.87
Lazard Ltd-cl A shs a 0.2 $22M 438k 50.03
Essent (ESNT) 0.2 $20M 774k 25.71
Cytokinetics (CYTK) 0.2 $19M 2.3M 8.01
MGIC Investment (MTG) 0.2 $18M 2.0M 9.32
ICICI Bank (IBN) 0.1 $15M 1.3M 11.55
Kennedy-Wilson Holdings (KW) 0.1 $14M 546k 25.30
Ralph Lauren Corp (RL) 0.1 $10M 55k 185.16
Citizens Financial (CFG) 0.1 $8.2M 331k 24.86
Madison Square Garden 0.1 $6.9M 92k 75.26
Ambac Finl (AMBC) 0.1 $7.2M 293k 24.50
Oxford Immunotec Global 0.1 $7.1M 522k 13.62
Google 0.0 $4.3M 8.1k 530.69
Lendingclub 0.0 $4.5M 177k 25.30
United Parcel Service (UPS) 0.0 $3.8M 35k 111.17
Trimble Navigation (TRMB) 0.0 $972k 37k 26.54
Accenture (ACN) 0.0 $1.2M 14k 89.32
Response Genetics (RGDXQ) 0.0 $1.2M 3.8M 0.32
Ipath S&p 500 Vix S/t Fu Etn 0.0 $1.7M 53k 31.51
King Digital Entertainment 0.0 $821k 54k 15.36
Jd (JD) 0.0 $479k 21k 23.14
Travelport Worldwide 0.0 $283k 16k 18.03
Hortonworks 0.0 $450k 17k 27.00
New Relic 0.0 $465k 13k 34.87