Lansdowne Partners as of March 31, 2020
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 26 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Delta Air Lines (DAL) | 16.3 | $294M | 10M | 28.53 | |
| Lam Research Corporation (LRCX) | 12.0 | $216M | 901k | 239.99 | |
| Applied Materials (AMAT) | 11.5 | $208M | 4.5M | 45.82 | |
| Micron Technology (MU) | 9.5 | $171M | 4.1M | 42.06 | |
| Hldgs (UAL) | 8.0 | $144M | 4.6M | 31.55 | |
| Analog Devices (ADI) | 7.6 | $136M | 1.5M | 89.61 | |
| Taiwan Semiconductor Mfg (TSM) | 4.8 | $86M | 1.8M | 47.79 | |
| Eaton (ETN) | 4.7 | $85M | 1.1M | 77.69 | |
| Tesla Motors (TSLA) | 4.6 | $84M | 160k | 524.00 | |
| First Solar (FSLR) | 4.2 | $75M | 2.1M | 36.06 | |
| United Technologies Corporation | 3.7 | $66M | 702k | 94.33 | |
| Norfolk Southern (NSC) | 2.8 | $50M | 346k | 146.00 | |
| General Electric Company | 2.7 | $50M | 6.2M | 7.94 | |
| Ego (EGO) | 1.6 | $29M | 4.7M | 6.17 | |
| Renewable Energy | 1.5 | $27M | 1.3M | 20.53 | |
| 1life Healthcare | 0.9 | $16M | 889k | 18.15 | |
| Darling International (DAR) | 0.9 | $16M | 812k | 19.17 | |
| Occidental Petroleum Corporation (OXY) | 0.6 | $12M | 1.0M | 11.58 | |
| Dht Holdings (DHT) | 0.6 | $10M | 1.3M | 7.67 | |
| Summit Therapeutics Plc spons ads | 0.6 | $10M | 4.2M | 2.37 | |
| Vectoiq Acquisition Corp | 0.5 | $8.7M | 813k | 10.64 | |
| Alamos Gold Inc New Class A (AGI) | 0.3 | $5.5M | 1.1M | 5.00 | |
| Trane Technologies (TT) | 0.1 | $2.6M | 31k | 82.60 | |
| Nike (NKE) | 0.1 | $1.5M | 18k | 82.76 | |
| Iqiyi (IQ) | 0.0 | $890k | 50k | 17.80 | |
| Alibaba Group Holding (BABA) | 0.0 | $681k | 3.5k | 194.57 |
