Lansdowne Partners

Lansdowne Partners as of Sept. 30, 2018

Portfolio Holdings for Lansdowne Partners

Lansdowne Partners holds 42 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Delta Air Lines (DAL) 16.1 $1.5B 26M 57.83
JPMorgan Chase & Co. (JPM) 9.5 $904M 8.0M 112.84
Taiwan Semiconductor Mfg (TSM) 9.3 $882M 20M 44.16
Tesla Motors (TSLA) 8.7 $826M 3.1M 264.77
Bank of America Corporation (BAC) 8.6 $812M 28M 29.46
Amazon (AMZN) 6.0 $564M 282k 2003.02
Citigroup (C) 5.9 $558M 7.8M 71.74
Alphabet Inc Class A cs (GOOGL) 5.8 $551M 456k 1207.08
Texas Instruments Incorporated (TXN) 5.2 $497M 4.6M 107.29
Hldgs (UAL) 4.9 $465M 5.2M 89.06
Grubhub 3.4 $325M 2.3M 138.62
American Airls (AAL) 3.2 $306M 7.4M 41.33
Applied Materials (AMAT) 3.2 $299M 7.7M 38.65
Alibaba Group Holding (BABA) 2.9 $277M 1.7M 164.76
Spotify Technology Sa (SPOT) 2.0 $186M 1.0M 180.83
United Technologies Corporation 1.1 $106M 757k 139.81
Manchester Utd Plc New Ord Cl (MANU) 0.6 $60M 2.7M 22.50
Ocean Rig Udw 0.6 $53M 1.5M 34.62
Ingersoll-rand Co Ltd-cl A 0.4 $41M 400k 102.30
Ensco Plc Shs Class A 0.3 $31M 3.7M 8.44
Cytokinetics (CYTK) 0.3 $26M 2.6M 9.85
Facebook Inc cl a (META) 0.2 $24M 146k 164.48
Seadrill 0.2 $23M 942k 24.78
Eaton (ETN) 0.2 $22M 250k 86.73
Warrior Met Coal (HCC) 0.2 $22M 818k 27.04
Transocean (RIG) 0.2 $20M 1.5M 13.95
Dht Holdings (DHT) 0.2 $17M 3.6M 4.70
Barclays Bk Plc Ipath S&p500 Vix etf 0.1 $11M 416k 26.67
Weatherford Intl Plc ord 0.1 $11M 4.0M 2.71
UnitedHealth (UNH) 0.1 $5.7M 22k 266.02
salesforce (CRM) 0.1 $6.1M 38k 159.03
Us Silica Hldgs (SLCA) 0.1 $4.7M 250k 18.82
Microsoft Corporation (MSFT) 0.0 $3.7M 32k 114.36
Summit Therapeutics Plc spons ads 0.0 $3.5M 1.6M 2.22
Stanley Black & Decker (SWK) 0.0 $3.0M 21k 146.44
Booking Holdings (BKNG) 0.0 $3.2M 1.6k 1983.98
Adobe Systems Incorporated (ADBE) 0.0 $2.3M 8.6k 269.90
Intel Corporation (INTC) 0.0 $2.3M 49k 47.29
Zayo Group Hldgs 0.0 $2.0M 57k 34.73
DISH Network 0.0 $916k 26k 35.77
Msg Network Inc cl a 0.0 $667k 26k 25.82
Dropbox Inc-class A (DBX) 0.0 $1.3M 49k 26.83