Lansdowne Partners (Uk) LLP Portfolio Holdings

Lansdowne Partners (Uk) LLP

  • $793 Million
  • Q4 2024

Lansdowne Partners (Uk) LLP has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $793 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $328M, Delta Air Lines, Inc. with a value of $208M, Analog Devices Inc with a value of $59.6M, Ion Q, Inc. with a value of $41.8M, and Acushnet Holdings Corp. with a value of $40M.

Examining the 13F form we can see an increase of $121M in the current position value, from $672M to 793M.

Lansdowne Partners (Uk) LLP is based out at London, X0

Below you can find more details about Lansdowne Partners (Uk) LLP portfolio as well as his latest detailed transactions.

Portfolio value $793 Million
Technology: $434 Million
Industrials: $250 Million
Consumer Cyclical: $94.8 Million
Basic Materials: $11.9 Million
Healthcare: $1.46 Million
Communication Services: $844,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $793 Million
  • Prior Value $672 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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