Lansdowne Partners Limited Partnership

Lansdowne Partners Limited Partnership as of June 30, 2012

Portfolio Holdings for Lansdowne Partners Limited Partnership

Lansdowne Partners Limited Partnership holds 31 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 13.2 $726M 20M 35.73
Wells Fargo & Company (WFC) 10.4 $572M 17M 33.44
Accenture (ACN) 10.1 $557M 9.3M 60.09
Intel Corporation (INTC) 9.8 $539M 20M 26.65
Google 9.7 $533M 918k 580.07
Nike (NKE) 8.1 $447M 5.1M 87.78
Delta Air Lines (DAL) 4.5 $247M 23M 10.95
Amazon (AMZN) 4.2 $229M 1.0M 228.35
Dow Chemical Company 3.3 $184M 5.8M 31.50
Bank of America Corporation (BAC) 3.0 $165M 20M 8.18
Coca-Cola Company (KO) 3.0 $162M 2.1M 78.19
Colgate-Palmolive Company (CL) 2.9 $159M 1.5M 104.10
Medivation 2.8 $155M 1.7M 91.40
Citigroup (C) 2.5 $140M 5.1M 27.41
Tibco Software 2.4 $131M 4.4M 29.92
Morgan Stanley (MS) 2.1 $118M 8.1M 14.59
Market Vectors Gold Miners ETF 1.3 $73M 1.6M 44.77
Xerox Corporation 1.1 $63M 7.9M 7.87
American Capital Agency 0.9 $51M 1.5M 33.61
Elan Corporation 0.8 $47M 3.2M 14.59
KKR & Co 0.7 $38M 3.0M 12.89
Blackstone 0.6 $33M 2.5M 13.07
Nasdaq Omx (NDAQ) 0.4 $24M 1.1M 22.67
Cymer 0.4 $21M 352k 58.95
Suntrust Banks Inc $1.00 Par Cmn 0.4 $20M 830k 24.23
MGIC Investment (MTG) 0.4 $20M 6.9M 2.88
Ocwen Financial Corporation 0.3 $17M 895k 18.78
American International (AIG) 0.2 $14M 432k 32.09
Cytokinetics 0.1 $6.1M 9.6M 0.64
Nuance Communications 0.1 $5.6M 233k 23.83
Response Genetics (RGDXQ) 0.1 $4.8M 3.8M 1.25