Lansdowne Partners (uk) Llp

CIK Number: 0001608485

706.09M
Market Value
23
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 TSM Taiwan Semicond...
226.55
-0.88% 1.66M -6.98% 328.24M 103.61 23.84%
2 SW Smurfit Westroc...
43.16
+0.24% 4.15M -18.43% 223.75M 49.42 16.25%
3 DAL Delta Air Lines...
49.19
-0.81% 3.45M +67.40% 208.45M 51.12 15.14%
4 LIN Linde plc
469.26
+1.18% 419.79K +17.16% 175.75M 374.7 12.77%
5 ADI Analog Devices,...
238.13
+0.49% 280.46K +41.67% 59.59M 192.61 4.33%
6 IONQ IonQ, Inc.
43.04
+6.93% 1M -23.85% 41.83M 13.68 3.04%
7 GOLF Acushnet Holdin...
72.78
-0.74% 563.2K -1.84% 40.03M 51.62 2.91%
8 AMZN Amazon.com, Inc...
219.64
-1.64% 155.28K +1.14K% 34.07M 213.1 2.47%
9 ETN Eaton Corporati...
357.45
+1.19% 82.45K -8.37% 27.36M 123.41 1.99%
10 SHCO Soho House & Co...
7.35
+0.14% 2.57M -1.86% 19.17M 11.92 1.39%
11 RYAAY Ryanair Holding...
57.71
+1.26% 291.05K +29.43% 12.69M 33.74 0.92%
12 FCX Freeport-McMoRa...
43.36
-1.16% 278.96K -82.4% 10.62M 35.22 0.77%
13 TXN Texas Instrumen...
207.65
+0.28% 16.47K +27.22% 3.09M 191.09 0.22%
14 MAR Marriott Intern...
273.32
-0.05% 10.4K -4.06% 2.9M 249.05 0.21%
15 ROK Rockwell Automa...
332.11
+0.65% 6.13K +288.40% 1.75M 283.39 0.13%
16 MRNA Moderna, Inc.
27.59
+1.60% 35K +100.00% 1.46M 41.58 0.11%
17 FTV Fortive Corpora...
52.14
-27.18% 14.37K +80.67% 1.08M 77.64 0.08%
18 BILI Bilibili Inc.
21.45
+0.14% 33.65K 0.00% 609.31K 14.37 0.04%
19 GOLD Barrick Gold Co...
21.16
+1.37% 36.12K -40.47% 559.89K 18.44 0.04%
20 AEM Agnico Eagle Mi...
118.94
+2.43% 5.74K -52.2% 448.77K 47.12 0.03%
21 VMC Vulcan Material...
260.67
-0.58% 1.16K -20.45% 297.1K 146.13 0.02%
22 SPOT Spotify Technol...
767.71
-0.63% 527 -71.34% 235.77K 185.21 0.02%
23 ZH Zhihu Inc.
3.99
+1.53% 21.25K 0.00% 75.21K 3.85 < 0.01%