Lansdowne Partners as of Sept. 30, 2019
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 31 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Delta Air Lines (DAL) | 20.7 | $778M | 14M | 57.60 | |
| Tesla Motors (TSLA) | 17.8 | $667M | 2.8M | 240.87 | |
| Hldgs (UAL) | 13.0 | $490M | 5.5M | 88.41 | |
| Taiwan Semiconductor Mfg (TSM) | 8.9 | $334M | 7.2M | 46.48 | |
| American Airls (AAL) | 5.3 | $198M | 7.4M | 26.97 | |
| Applied Materials (AMAT) | 5.0 | $189M | 3.8M | 49.90 | |
| Texas Instruments Incorporated (TXN) | 4.9 | $185M | 1.4M | 129.24 | |
| Lam Research Corporation | 4.9 | $183M | 793k | 231.11 | |
| Micron Technology (MU) | 3.9 | $145M | 3.4M | 42.85 | |
| Grubhub | 3.2 | $122M | 2.2M | 56.21 | |
| United Technologies Corporation | 2.2 | $82M | 601k | 136.52 | |
| Uber Technologies (UBER) | 1.7 | $63M | 2.1M | 30.47 | |
| General Electric Company | 1.5 | $57M | 6.4M | 8.94 | |
| First Solar (FSLR) | 1.4 | $54M | 936k | 58.01 | |
| Cenovus Energy (CVE) | 1.2 | $45M | 4.8M | 9.38 | |
| Phillips 66 (PSX) | 0.8 | $32M | 310k | 102.40 | |
| Ego (EGO) | 0.8 | $32M | 4.1M | 7.77 | |
| Canadian Natural Resources (CNQ) | 0.6 | $23M | 845k | 26.63 | |
| Dht Holdings (DHT) | 0.5 | $20M | 3.3M | 6.15 | |
| Goldman Sachs (GS) | 0.2 | $9.3M | 45k | 207.22 | |
| Ingersoll-rand Co Ltd-cl A | 0.2 | $9.1M | 74k | 123.21 | |
| Eaton (ETN) | 0.2 | $9.0M | 109k | 83.15 | |
| Viewray (VRAYQ) | 0.2 | $6.9M | 2.4M | 2.90 | |
| Renewable Energy | 0.2 | $5.8M | 390k | 15.00 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.2 | $6.1M | 371k | 16.43 | |
| Nio Inc spon ads (NIO) | 0.1 | $5.0M | 3.2M | 1.56 | |
| Barclays Bk Plc cmn | 0.1 | $3.9M | 166k | 23.74 | |
| Summit Therapeutics Plc spons ads | 0.1 | $2.9M | 1.6M | 1.79 | |
| Alibaba Group Holding (BABA) | 0.0 | $1.2M | 7.0k | 167.29 | |
| Iqiyi (IQ) | 0.0 | $387k | 24k | 16.12 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $249k | 150k | 1.66 |
