Lansdowne Partners as of Dec. 31, 2018
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 37 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Delta Air Lines (DAL) | 18.7 | $1.3B | 25M | 49.90 | |
| Tesla Motors (TSLA) | 16.5 | $1.1B | 3.4M | 332.84 | |
| Hldgs (UAL) | 8.5 | $573M | 6.8M | 83.73 | |
| JPMorgan Chase & Co. (JPM) | 8.3 | $563M | 5.8M | 97.62 | |
| Taiwan Semiconductor Mfg (TSM) | 6.9 | $467M | 13M | 36.91 | |
| Bank of America Corporation (BAC) | 6.3 | $425M | 17M | 24.64 | |
| Citigroup (C) | 5.0 | $338M | 6.5M | 52.06 | |
| American Airls (AAL) | 3.9 | $261M | 8.1M | 32.11 | |
| Applied Materials (AMAT) | 3.7 | $251M | 7.7M | 32.74 | |
| Colgate-Palmolive Company (CL) | 3.5 | $238M | 4.0M | 59.52 | |
| Micron Technology (MU) | 3.5 | $235M | 7.4M | 31.73 | |
| Grubhub | 3.1 | $212M | 2.8M | 76.81 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $180M | 173k | 1044.98 | |
| Amazon (AMZN) | 2.5 | $170M | 113k | 1501.96 | |
| Texas Instruments Incorporated (TXN) | 2.4 | $163M | 1.7M | 94.50 | |
| United Technologies Corporation | 1.1 | $73M | 688k | 106.48 | |
| Ingersoll-rand Co Ltd-cl A | 0.8 | $53M | 576k | 91.23 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.6 | $42M | 2.2M | 18.98 | |
| Anadarko Petroleum Corporation | 0.3 | $23M | 535k | 43.84 | |
| Transocean (RIG) | 0.3 | $20M | 2.9M | 6.94 | |
| Cytokinetics (CYTK) | 0.2 | $17M | 2.6M | 6.32 | |
| Eaton (ETN) | 0.2 | $17M | 240k | 68.66 | |
| Warrior Met Coal (HCC) | 0.2 | $17M | 684k | 24.11 | |
| Dht Holdings (DHT) | 0.2 | $15M | 3.9M | 3.92 | |
| Market Vectors Etf Tr Oil Svcs | 0.1 | $5.6M | 400k | 14.03 | |
| Booking Holdings (BKNG) | 0.1 | $3.7M | 2.2k | 1722.55 | |
| Microsoft Corporation (MSFT) | 0.1 | $3.3M | 32k | 101.57 | |
| UnitedHealth (UNH) | 0.1 | $3.4M | 14k | 249.16 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $3.1M | 148k | 21.09 | |
| Stanley Black & Decker (SWK) | 0.0 | $2.5M | 21k | 119.74 | |
| Ensco Plc Shs Class A | 0.0 | $2.7M | 767k | 3.56 | |
| Alibaba Group Holding (BABA) | 0.0 | $2.5M | 18k | 137.08 | |
| Summit Therapeutics Plc spons ads | 0.0 | $1.8M | 1.6M | 1.15 | |
| Paypal Holdings (PYPL) | 0.0 | $2.3M | 27k | 84.09 | |
| Zayo Group Hldgs | 0.0 | $1.3M | 57k | 22.85 | |
| DISH Network | 0.0 | $960k | 39k | 24.96 | |
| Dropbox Inc-class A (DBX) | 0.0 | $1.0M | 49k | 20.42 |
