Lansdowne Partners Limited Partnership as of March 31, 2014
Portfolio Holdings for Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership holds 51 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 11.3 | $1.3B | 27M | 50.04 | |
| JPMorgan Chase & Co. (JPM) | 10.9 | $1.3B | 21M | 60.71 | |
| Delta Air Lines (DAL) | 8.5 | $1.0B | 29M | 34.65 | |
| Wells Fargo & Company (WFC) | 8.4 | $1.0B | 20M | 49.74 | |
| Amazon (AMZN) | 8.3 | $992M | 2.9M | 336.36 | |
| Nike (NKE) | 8.2 | $979M | 13M | 73.86 | |
| 6.7 | $796M | 714k | 1114.52 | ||
| Verizon Communications (VZ) | 5.4 | $641M | 14M | 47.57 | |
| Walt Disney Company (DIS) | 5.3 | $632M | 7.9M | 80.07 | |
| L Brands | 4.2 | $497M | 8.7M | 56.77 | |
| Whole Foods Market | 3.7 | $438M | 8.6M | 50.71 | |
| Linkedin Corp | 3.1 | $370M | 2.0M | 184.94 | |
| Netflix (NFLX) | 2.8 | $331M | 939k | 351.95 | |
| Time Warner Cable | 2.0 | $235M | 1.7M | 137.18 | |
| 1.5 | $181M | 3.9M | 46.67 | ||
| Illumina (ILMN) | 1.5 | $178M | 1.2M | 148.66 | |
| Visa (V) | 0.9 | $106M | 493k | 215.86 | |
| Tesla Motors (TSLA) | 0.9 | $103M | 495k | 208.44 | |
| Bank of America Corporation (BAC) | 0.8 | $90M | 5.2M | 17.20 | |
| Bristol Myers Squibb (BMY) | 0.7 | $83M | 1.6M | 51.95 | |
| Morgan Stanley (MS) | 0.4 | $49M | 1.6M | 31.17 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.4 | $47M | 2.7M | 17.24 | |
| Tableau Software Inc Cl A | 0.4 | $45M | 595k | 76.08 | |
| E TRADE Financial Corporation | 0.4 | $43M | 1.9M | 23.02 | |
| Cme (CME) | 0.3 | $39M | 532k | 74.02 | |
| Santander Consumer Usa | 0.3 | $35M | 1.5M | 24.08 | |
| KKR & Co | 0.3 | $31M | 1.3M | 22.84 | |
| Carlyle Group | 0.3 | $32M | 897k | 35.14 | |
| Ambac Finl (AMBC) | 0.2 | $30M | 959k | 31.03 | |
| Alliance Data Systems Corporation (BFH) | 0.2 | $26M | 97k | 272.45 | |
| Lazard Ltd-cl A shs a | 0.2 | $25M | 528k | 47.09 | |
| Cytokinetics (CYTK) | 0.2 | $22M | 2.3M | 9.50 | |
| Springleaf Holdings | 0.2 | $23M | 920k | 25.15 | |
| Dun & Bradstreet Corporation | 0.2 | $20M | 198k | 99.35 | |
| Fortress Investment | 0.2 | $20M | 2.7M | 7.40 | |
| Essent (ESNT) | 0.2 | $20M | 902k | 22.46 | |
| Apollo Global Management 'a' | 0.1 | $16M | 516k | 31.80 | |
| Kennedy-Wilson Holdings (KW) | 0.1 | $14M | 639k | 22.51 | |
| MGIC Investment (MTG) | 0.1 | $14M | 1.6M | 8.52 | |
| Oxford Immunotec Global | 0.1 | $11M | 522k | 20.07 | |
| Spansion | 0.1 | $8.2M | 473k | 17.42 | |
| Madison Square Garden | 0.0 | $5.2M | 92k | 56.78 | |
| Response Genetics (RGDXQ) | 0.0 | $4.5M | 3.8M | 1.19 | |
| Trimble Navigation (TRMB) | 0.0 | $2.0M | 53k | 38.87 | |
| Halliburton Company (HAL) | 0.0 | $2.2M | 37k | 58.90 | |
| Silver Bay Rlty Tr | 0.0 | $2.5M | 162k | 15.52 | |
| Industries N shs - a - (LYB) | 0.0 | $1.1M | 12k | 88.94 | |
| Direxion Shs Etf Tr | 0.0 | $1.6M | 100k | 15.59 | |
| Rocket Fuel | 0.0 | $1.2M | 28k | 42.89 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $358k | 10k | 35.80 | |
| VeriFone Systems | 0.0 | $541k | 16k | 33.81 |
