Lansdowne Partners as of June 30, 2019
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 30 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Delta Air Lines (DAL) | 25.0 | $1.0B | 18M | 56.75 | |
Hldgs (UAL) | 16.3 | $666M | 7.6M | 87.55 | |
Tesla Motors (TSLA) | 11.7 | $479M | 2.1M | 223.46 | |
Taiwan Semiconductor Mfg (TSM) | 6.7 | $273M | 7.0M | 39.17 | |
American Airls (AAL) | 6.3 | $255M | 7.8M | 32.61 | |
Texas Instruments Incorporated (TXN) | 4.6 | $189M | 1.6M | 114.76 | |
Grubhub | 4.4 | $179M | 2.3M | 77.99 | |
Lam Research Corporation (LRCX) | 3.6 | $149M | 793k | 187.84 | |
Applied Materials (AMAT) | 3.1 | $126M | 2.8M | 44.91 | |
General Electric Company | 2.4 | $96M | 9.1M | 10.50 | |
Uber Technologies (UBER) | 2.3 | $95M | 2.1M | 46.38 | |
Micron Technology (MU) | 2.2 | $88M | 2.3M | 38.59 | |
Eaton (ETN) | 1.8 | $74M | 893k | 83.28 | |
First Solar (FSLR) | 1.7 | $70M | 1.1M | 65.68 | |
United Technologies Corporation | 1.5 | $62M | 474k | 130.20 | |
Cenovus Energy (CVE) | 0.9 | $36M | 4.1M | 8.82 | |
Canadian Natural Resources (CNQ) | 0.9 | $36M | 1.3M | 26.97 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.8 | $32M | 170k | 186.74 | |
Warrior Met Coal (HCC) | 0.8 | $31M | 1.2M | 26.12 | |
Ego (EGO) | 0.8 | $31M | 5.4M | 5.82 | |
Phillips 66 (PSX) | 0.5 | $20M | 217k | 93.53 | |
Manchester Utd Plc New Ord Cl (MANU) | 0.5 | $20M | 1.1M | 18.08 | |
Dht Holdings (DHT) | 0.5 | $19M | 3.2M | 5.91 | |
Ingersoll-rand Co Ltd-cl A | 0.3 | $13M | 100k | 126.67 | |
Barclays Bk Plc cmn | 0.2 | $7.8M | 299k | 26.00 | |
Utilities SPDR (XLU) | 0.2 | $6.9M | 115k | 59.63 | |
Summit Therapeutics Plc spons ads | 0.1 | $2.0M | 1.6M | 1.27 | |
Alibaba Group Holding (BABA) | 0.0 | $1.2M | 7.0k | 169.43 | |
Alamos Gold Inc New Class A (AGI) | 0.0 | $1.4M | 226k | 6.05 | |
Iqiyi (IQ) | 0.0 | $434k | 21k | 20.67 |