Lansdowne Partners as of Sept. 30, 2023
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 36 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Linde SHS (LIN) | 19.2 | $210M | 564k | 372.35 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 18.5 | $202M | 2.1M | 97.21 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 14.4 | $157M | 1.8M | 86.89 | |
| CRH Ord (CRH) | 13.4 | $146M | 2.7M | 54.73 | |
| Amazon (AMZN) | 5.5 | $61M | 477k | 127.12 | |
| Freeport-mcmoran CL B (FCX) | 4.6 | $50M | 1.3M | 37.29 | |
| Acushnet Holdings Corp (GOLF) | 4.5 | $49M | 932k | 53.04 | |
| Eaton Corp SHS (ETN) | 4.1 | $45M | 212k | 213.29 | |
| Analog Devices (ADI) | 4.1 | $45M | 256k | 175.09 | |
| Delta Air Lines Inc Del Com New (DAL) | 3.5 | $39M | 1.0M | 37.00 | |
| Soho House & Co Com Cl A (SHCO) | 1.7 | $18M | 2.6M | 6.93 | |
| Eli Lilly & Co. (LLY) | 1.6 | $18M | 33k | 537.13 | |
| Ionq Inc Pipe (IONQ) | 1.0 | $11M | 715k | 14.88 | |
| Barrick Gold Corp (GOLD) | 0.7 | $7.2M | 497k | 14.55 | |
| Moderna (MRNA) | 0.5 | $6.0M | 58k | 103.29 | |
| Baidu Spon Adr Rep A (BIDU) | 0.4 | $4.0M | 30k | 134.35 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $3.8M | 70k | 54.90 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 0.3 | $3.6M | 140k | 25.90 | |
| Dada Nexus Ads (DADA) | 0.3 | $2.9M | 656k | 4.45 | |
| Li Auto Sponsored Ads (LI) | 0.3 | $2.8M | 77k | 35.65 | |
| Lufax Holding Ads Rep Shs Cl A | 0.2 | $2.1M | 2.0M | 1.06 | |
| Huya Ads Rep Shs A (HUYA) | 0.1 | $1.6M | 549k | 2.84 | |
| Iqiyi Sponsored Ads (IQ) | 0.1 | $1.3M | 269k | 4.74 | |
| Yatsen Hldg Ads | 0.1 | $1.2M | 1.2M | 1.00 | |
| Atre Sponsored Ads (RERE) | 0.1 | $1.2M | 515k | 2.28 | |
| Hesai Group Sponsored Ads (HSAI) | 0.1 | $870k | 87k | 10.00 | |
| Zai Lab Adr (ZLAB) | 0.1 | $854k | 35k | 24.31 | |
| Ehang Hldgs Ads (EH) | 0.1 | $800k | 44k | 18.02 | |
| SYSCO Corporation (SYY) | 0.0 | $530k | 8.0k | 66.05 | |
| Vulcan Materials Company (VMC) | 0.0 | $481k | 2.4k | 202.02 | |
| Agnico (AEM) | 0.0 | $475k | 11k | 45.45 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $337k | 2.2k | 154.64 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $269k | 202k | 1.33 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $247k | 8.5k | 28.96 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 0.0 | $119k | 123k | 0.97 | |
| Zhihu Ads (ZH) | 0.0 | $22k | 21k | 1.04 |
