Lansdowne Partners Limited Partnership as of March 31, 2012
Portfolio Holdings for Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership holds 35 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nike (NKE) | 14.4 | $482M | 4.4M | 108.44 | |
| 12.6 | $421M | 657k | 641.23 | ||
| Anadarko Petroleum Corporation | 7.2 | $242M | 3.1M | 78.34 | |
| Coca-Cola Company (KO) | 7.1 | $238M | 3.2M | 74.01 | |
| Colgate-Palmolive Company (CL) | 6.6 | $221M | 2.3M | 97.78 | |
| Amazon (AMZN) | 6.0 | $200M | 987k | 202.50 | |
| Dow Chemical Company | 5.8 | $193M | 5.6M | 34.64 | |
| JPMorgan Chase & Co. (JPM) | 5.4 | $181M | 3.9M | 45.98 | |
| Tibco Software | 4.0 | $134M | 4.4M | 30.50 | |
| Medivation | 3.9 | $131M | 1.7M | 74.72 | |
| Morgan Stanley (MS) | 3.5 | $117M | 5.9M | 19.64 | |
| Accenture (ACN) | 2.5 | $82M | 1.3M | 64.50 | |
| Citigroup (C) | 2.4 | $81M | 2.2M | 36.55 | |
| Bank of America Corporation (BAC) | 1.9 | $63M | 6.6M | 9.57 | |
| Nasdaq Omx (NDAQ) | 1.7 | $58M | 2.2M | 25.90 | |
| Market Vectors Gold Miners ETF | 1.7 | $58M | 1.2M | 49.54 | |
| Wells Fargo & Company (WFC) | 1.7 | $57M | 1.7M | 34.14 | |
| Intel Corporation (INTC) | 1.6 | $52M | 1.8M | 28.12 | |
| Elan Corporation | 1.4 | $48M | 3.2M | 15.01 | |
| E TRADE Financial Corporation | 1.1 | $38M | 3.4M | 10.95 | |
| Xerox Corporation | 1.1 | $37M | 4.6M | 8.08 | |
| MGIC Investment (MTG) | 0.9 | $31M | 6.3M | 4.96 | |
| KKR & Co | 0.9 | $31M | 2.1M | 14.83 | |
| Blackstone | 0.8 | $28M | 1.7M | 15.94 | |
| American Capital Agency | 0.7 | $25M | 838k | 29.54 | |
| Cit | 0.6 | $19M | 463k | 41.24 | |
| Ocwen Financial Corporation | 0.4 | $14M | 895k | 15.63 | |
| Delta Air Lines (DAL) | 0.4 | $13M | 1.3M | 9.91 | |
| Nationstar Mortgage | 0.4 | $12M | 850k | 14.36 | |
| Response Genetics (RGDXQ) | 0.2 | $7.8M | 3.9M | 2.00 | |
| Willis Group Holdings | 0.2 | $7.4M | 213k | 34.98 | |
| Apple (AAPL) | 0.2 | $6.8M | 11k | 599.59 | |
| Cognizant Technology Solutions (CTSH) | 0.2 | $6.4M | 83k | 76.95 | |
| Cytokinetics | 0.1 | $5.0M | 4.3M | 1.16 | |
| Hyatt Hotels Corporation (H) | 0.1 | $3.0M | 70k | 42.72 |
