Lansdowne Partners (uk) Llp
CIK Number: 0001608485
706.09M
Market Value
23
# of Holdings
11 months
Avg. Holding Period
44.44%
Win Rate
93.58%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 1.66M | -6.98% | 328.24M | 103.61 | 23.84% |
| 2 | SW | Smurfit Westroc... | 43.21 | +2.93% | 4.15M | -18.43% | 223.75M | 49.42 | 16.25% |
| 3 | DAL | Delta Air Lines... | 49.52 | +5.27% | 3.45M | +67.40% | 208.45M | 51.12 | 15.14% |
| 4 | LIN | Linde plc | 465.93 | -0.01% | 419.79K | +17.16% | 175.75M | 374.7 | 12.77% |
| 5 | ADI | Analog Devices,... | 231.43 | +2.84% | 280.46K | +41.67% | 59.59M | 192.61 | 4.33% |
| 6 | IONQ | IonQ, Inc. | 38.53 | +1.84% | 1M | -23.85% | 41.83M | 13.68 | 3.04% |
| 7 | GOLF | Acushnet Holdin... | 72.28 | +3.35% | 563.2K | -1.84% | 40.03M | 51.62 | 2.91% |
| 8 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 155.28K | +1.14K% | 34.07M | 213.1 | 2.47% |
| 9 | ETN | Eaton Corporati... | 337.96 | +4.42% | 82.45K | -8.37% | 27.36M | 123.41 | 1.99% |
| 10 | SHCO | Soho House & Co... | 7.04 | +5.46% | 2.57M | -1.86% | 19.17M | 11.92 | 1.39% |
| 11 | RYAAY | Ryanair Holding... | 56.19 | +1.75% | 291.05K | +29.43% | 12.69M | 33.74 | 0.92% |
| 12 | FCX | Freeport-McMoRa... | 41.88 | +2.31% | 278.96K | -82.4% | 10.62M | 35.22 | 0.77% |
| 13 | TXN | Texas Instrumen... | 199.09 | +2.10% | 16.47K | +27.22% | 3.09M | 191.09 | 0.22% |
| 14 | MAR | Marriott Intern... | 257.61 | +1.03% | 10.4K | -4.06% | 2.9M | 249.05 | 0.21% |
| 15 | ROK | Rockwell Automa... | 323.76 | +1.86% | 6.13K | +288.40% | 1.75M | 283.39 | 0.13% |
| 16 | MRNA | Moderna, Inc. | 26.00 | -2.53% | 35K | +100.00% | 1.46M | 41.58 | 0.11% |
| 17 | FTV | Fortive Corpora... | 70.67 | +1.79% | 14.37K | +80.67% | 1.08M | 77.64 | 0.08% |
| 18 | BILI | Bilibili Inc. | 21.11 | +5.47% | 33.65K | 0.00% | 609.31K | 14.37 | 0.04% |
| 19 | GOLD | Barrick Gold Co... | 21.51 | -0.37% | 36.12K | -40.47% | 559.89K | 18.44 | 0.04% |
| 20 | AEM | Agnico Eagle Mi... | 124.03 | -0.34% | 5.74K | -52.2% | 448.77K | 47.12 | 0.03% |
| 21 | VMC | Vulcan Material... | 260.73 | -0.02% | 1.16K | -20.45% | 297.1K | 146.13 | 0.02% |
| 22 | SPOT | Spotify Technol... | 716.07 | +0.73% | 527 | -71.34% | 235.77K | 185.21 | 0.02% |
| 23 | ZH | Zhihu Inc. | 3.96 | +3.66% | 21.25K | 0.00% | 75.21K | 3.85 | < 0.01% |