Lansdowne Partners as of Dec. 31, 2023
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 35 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ryanair Holdings Sponsored Adr (RYAAY) | 18.1 | $247M | 1.9M | 133.36 | |
| CRH Ord (CRH) | 16.1 | $220M | 3.2M | 69.16 | |
| Linde SHS (LIN) | 15.9 | $217M | 527k | 410.71 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 15.8 | $216M | 2.1M | 104.00 | |
| Amazon (AMZN) | 5.2 | $71M | 466k | 151.94 | |
| Freeport-mcmoran CL B (FCX) | 4.4 | $60M | 1.4M | 42.57 | |
| Acushnet Holdings Corp (GOLF) | 4.2 | $58M | 915k | 63.17 | |
| Analog Devices (ADI) | 3.6 | $50M | 250k | 198.56 | |
| Ishares Tr Core Msci Euro (IEUR) | 3.1 | $43M | 1.3M | 32.99 | |
| Delta Air Lines Inc Del Com New (DAL) | 3.0 | $41M | 1.0M | 40.23 | |
| Eaton Corp SHS (ETN) | 3.0 | $40M | 167k | 240.82 | |
| Eli Lilly & Co. (LLY) | 2.0 | $28M | 48k | 582.92 | |
| Soho House & Co Com Cl A | 1.4 | $19M | 2.6M | 7.12 | |
| Ionq Inc Pipe (IONQ) | 0.8 | $11M | 851k | 12.39 | |
| Barrick Gold Corp | 0.6 | $8.2M | 454k | 18.09 | |
| Moderna (MRNA) | 0.5 | $6.9M | 69k | 99.45 | |
| Baidu Spon Adr Rep A (BIDU) | 0.4 | $5.2M | 43k | 119.09 | |
| Ehang Hldgs Ads (EH) | 0.3 | $4.1M | 242k | 16.80 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 0.2 | $3.2M | 159k | 20.40 | |
| Li Auto Sponsored Ads (LI) | 0.2 | $2.9M | 77k | 37.43 | |
| Dada Nexus Ads | 0.2 | $2.8M | 857k | 3.32 | |
| Microsoft Corporation (MSFT) | 0.1 | $1.8M | 4.7k | 376.04 | |
| Huya Ads Rep Shs A (HUYA) | 0.1 | $1.1M | 289k | 3.66 | |
| Iqiyi Sponsored Ads (IQ) | 0.1 | $1.1M | 216k | 4.88 | |
| Atre Sponsored Ads (RERE) | 0.1 | $989k | 515k | 1.92 | |
| Zai Lab Adr (ZLAB) | 0.1 | $966k | 35k | 27.33 | |
| Epam Systems (EPAM) | 0.1 | $868k | 2.9k | 297.34 | |
| Hesai Group Sponsored Ads (HSAI) | 0.1 | $786k | 88k | 8.91 | |
| Lufax Holding Sponsored Adr (LU) | 0.1 | $781k | 254k | 3.07 | |
| Agnico (AEM) | 0.0 | $658k | 12k | 54.85 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $637k | 3.4k | 187.91 | |
| Vulcan Materials Company (VMC) | 0.0 | $470k | 2.1k | 227.01 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $464k | 10k | 45.72 | |
| SYSCO Corporation (SYY) | 0.0 | $436k | 6.0k | 73.13 | |
| Yatsen Hldg Ads | 0.0 | $9.2k | 13k | 0.73 |
