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 | 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 |
