Lansdowne Partners

Lansdowne Partners as of March 31, 2018

Portfolio Holdings for Lansdowne Partners

Lansdowne Partners holds 44 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 15.5 $1.5B 14M 109.97
Delta Air Lines (DAL) 14.7 $1.4B 26M 54.81
Taiwan Semiconductor Mfg (TSM) 11.4 $1.1B 25M 43.76
Amazon (AMZN) 10.6 $1.0B 702k 1447.34
Alphabet Inc Class A cs (GOOGL) 10.2 $984M 949k 1037.14
Bank of America Corporation (BAC) 10.0 $960M 32M 29.99
Citigroup (C) 7.3 $705M 10M 67.50
Facebook Inc cl a (META) 5.6 $538M 3.4M 159.79
Texas Instruments Incorporated (TXN) 5.2 $499M 4.8M 103.88
Tesla Motors (TSLA) 1.8 $170M 637k 266.13
Applied Materials (AMAT) 1.6 $153M 2.7M 55.61
Monsanto Company 1.0 $96M 820k 116.69
Manchester Utd Plc New Ord Cl (MANU) 1.0 $95M 4.9M 19.20
American Airls (AAL) 0.9 $88M 1.7M 51.96
Grubhub 0.7 $65M 638k 101.47
Paypal Holdings (PYPL) 0.5 $44M 584k 75.90
United Technologies Corporation 0.3 $29M 231k 125.82
Summit Therapeutics Plc spons ads 0.2 $21M 1.6M 12.90
Cytokinetics (CYTK) 0.2 $19M 2.6M 7.20
Warrior Met Coal (HCC) 0.2 $18M 648k 28.01
Cenovus Energy (CVE) 0.2 $17M 2.0M 8.54
Anadarko Petroleum Corporation 0.1 $13M 214k 60.41
Peabody Energy (BTU) 0.1 $13M 343k 36.50
First Solar (FSLR) 0.1 $9.3M 132k 70.98
salesforce (CRM) 0.1 $8.4M 73k 116.30
Eaton (ETN) 0.1 $7.0M 87k 79.92
Johnson Controls International Plc equity (JCI) 0.1 $6.7M 191k 35.24
UnitedHealth (UNH) 0.1 $4.6M 22k 214.01
Ingersoll-rand Co Ltd-cl A 0.1 $5.1M 59k 85.51
Stanley Black & Decker (SWK) 0.0 $4.2M 28k 153.19
Micron Technology (MU) 0.0 $3.7M 71k 52.14
Alibaba Group Holding (BABA) 0.0 $3.8M 21k 183.54
Booking Holdings (BKNG) 0.0 $3.4M 1.6k 2080.10
Adobe Systems Incorporated (ADBE) 0.0 $2.8M 13k 216.09
Dht Holdings (DHT) 0.0 $3.1M 905k 3.40
Dorian Lpg (LPG) 0.0 $2.4M 322k 7.49
Msg Network Inc cl a 0.0 $2.8M 124k 22.60
MercadoLibre (MELI) 0.0 $1.7M 4.8k 356.45
Zayo Group Hldgs 0.0 $1.9M 57k 34.16
DISH Network 0.0 $628k 17k 37.90
AK Steel Holding Corporation 0.0 $1.1M 250k 4.53
Adient (ADNT) 0.0 $1.2M 19k 59.78
Dropbox Inc-class A (DBX) 0.0 $625k 20k 31.25
Weatherford Intl Plc ord 0.0 $258k 113k 2.29