Lansdowne Partners as of Dec. 31, 2019
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 26 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 23.0 | $852M | 2.0M | 418.33 | |
| Delta Air Lines (DAL) | 17.5 | $646M | 11M | 58.48 | |
| Hldgs (UAL) | 11.5 | $425M | 4.8M | 88.09 | |
| Applied Materials (AMAT) | 6.9 | $254M | 4.2M | 61.04 | |
| Taiwan Semiconductor Mfg (TSM) | 6.2 | $228M | 3.9M | 58.10 | |
| Lam Research Corporation (LRCX) | 6.1 | $226M | 774k | 292.40 | |
| American Airls (AAL) | 5.0 | $187M | 6.5M | 28.68 | |
| Micron Technology (MU) | 4.2 | $155M | 2.9M | 53.78 | |
| Texas Instruments Incorporated (TXN) | 3.8 | $141M | 1.1M | 128.29 | |
| Analog Devices (ADI) | 3.6 | $132M | 1.1M | 118.84 | |
| Grubhub | 2.0 | $74M | 1.5M | 48.64 | |
| General Electric Company | 1.9 | $71M | 6.4M | 11.16 | |
| Eaton (ETN) | 1.5 | $57M | 601k | 94.72 | |
| United Technologies Corporation | 1.2 | $43M | 290k | 149.76 | |
| First Solar (FSLR) | 1.0 | $37M | 668k | 55.96 | |
| Ego (EGO) | 1.0 | $36M | 4.4M | 8.03 | |
| Renewable Energy | 0.9 | $32M | 1.2M | 26.95 | |
| Cenovus Energy (CVE) | 0.8 | $29M | 2.9M | 10.15 | |
| Canadian Natural Resources (CNQ) | 0.6 | $20M | 624k | 32.35 | |
| Dht Holdings (DHT) | 0.5 | $19M | 2.3M | 8.28 | |
| Nio Inc spon ads (NIO) | 0.3 | $13M | 3.2M | 4.02 | |
| Goldman Sachs (GS) | 0.3 | $9.8M | 43k | 229.93 | |
| Ingersoll-rand Co Ltd-cl A | 0.1 | $4.2M | 31k | 132.92 | |
| Summit Therapeutics Plc spons ads | 0.1 | $2.6M | 1.6M | 1.60 | |
| Alibaba Group Holding (BABA) | 0.0 | $1.2M | 5.5k | 212.18 | |
| Iqiyi (IQ) | 0.0 | $823k | 39k | 21.10 |
