Lansdowne Partners

Lansdowne Partners as of Sept. 30, 2017

Portfolio Holdings for Lansdowne Partners

Lansdowne Partners holds 48 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 19.9 $1.9B 20M 95.50
Delta Air Lines (DAL) 13.3 $1.3B 26M 48.22
Bank of America Corporation (BAC) 12.5 $1.2B 47M 25.34
Taiwan Semiconductor Mfg (TSM) 10.2 $974M 26M 37.55
Alphabet Inc Class A cs (GOOGL) 9.6 $921M 946k 973.62
Facebook Inc cl a (META) 9.4 $905M 5.3M 170.85
Amazon (AMZN) 7.3 $704M 732k 961.11
Citigroup (C) 5.2 $502M 6.9M 72.73
Paypal Holdings (PYPL) 4.0 $388M 6.1M 64.03
Hasbro (HAS) 1.6 $158M 1.6M 97.66
Tableau Software Inc Cl A 1.4 $130M 1.7M 74.89
Tesla Motors (TSLA) 1.0 $95M 278k 341.10
Manchester Utd Plc New Ord Cl (MANU) 0.9 $89M 4.9M 18.00
Cytokinetics (CYTK) 0.4 $38M 2.6M 14.50
Cenovus Energy (CVE) 0.3 $27M 2.7M 10.02
Western Digital (WDC) 0.2 $24M 283k 86.40
Adient (ADNT) 0.2 $23M 267k 83.99
United Technologies Corporation 0.2 $20M 172k 116.08
Eaton (ETN) 0.2 $20M 256k 76.79
Summit Therapeutics Plc spons ads 0.2 $20M 1.6M 12.55
Johnson Controls International Plc equity (JCI) 0.2 $19M 463k 40.29
United Rentals (URI) 0.2 $15M 108k 138.74
Baker Hughes A Ge Company (BKR) 0.2 $15M 416k 36.62
First Solar (FSLR) 0.1 $15M 319k 45.88
Warrior Met Coal (HCC) 0.1 $14M 582k 23.57
PowerShares QQQ Trust, Series 1 0.1 $12M 86k 145.45
salesforce (CRM) 0.1 $10M 110k 93.42
Spdr S&p 500 Etf (SPY) 0.1 $9.4M 375k 25.13
Accenture (ACN) 0.1 $7.9M 59k 135.06
Peabody Energy (BTU) 0.1 $7.9M 274k 29.01
priceline.com Incorporated 0.1 $6.8M 3.7k 1830.79
Alibaba Group Holding (BABA) 0.1 $6.6M 38k 172.70
8point Energy Partners Lp ml 0.1 $6.2M 415k 15.03
UnitedHealth (UNH) 0.1 $5.7M 29k 195.85
Comcast Corporation (CMCSA) 0.0 $3.2M 82k 38.48
United Parcel Service (UPS) 0.0 $3.3M 28k 120.11
Stanley Black & Decker (SWK) 0.0 $3.2M 21k 150.96
Honeywell International (HON) 0.0 $2.5M 17k 141.76
Ingersoll-rand Co Ltd-cl A 0.0 $2.9M 33k 89.18
Msg Network Inc cl a 0.0 $2.6M 124k 21.20
SYSCO Corporation (SYY) 0.0 $2.0M 38k 53.95
Adobe Systems Incorporated (ADBE) 0.0 $2.3M 16k 149.16
Texas Instruments Incorporated (TXN) 0.0 $2.0M 23k 89.64
SPDR S&P Oil & Gas Explore & Prod. 0.0 $1.7M 50k 34.10
L Brands 0.0 $1.9M 45k 41.60
Barclays Bk Plc Ipath S&p500 Vix etf 0.0 $1.8M 46k 39.19
Allergan 0.0 $822k 4.0k 204.99
AES Corporation (AES) 0.0 $148k 14k 10.99