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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.5B
$208 Million 26.28% of portfolio
3,445,447
Q4 2024 Added 67.4%
$123B
$59.6 Million 7.51% of portfolio
280,460
Q4 2024 Added 41.67%
$118B
$27.4 Million 3.45% of portfolio
82,454
Q4 2024 Reduced 8.37%
$10.3B
$12.7 Million 1.6% of portfolio
291,053
Q4 2024 Added 29.43%
$52.9B
$10.6 Million 1.34% of portfolio
278,962
Q4 2024 Reduced 82.4%
$177B
$3.2 Million 0.4% of portfolio
16,469
Q4 2024 Added 27.22%
$90.1B
$2.9 Million 0.37% of portfolio
10,402
Q4 2024 Added 23.58%
$34.1B
$1.75 Million 0.22% of portfolio
6,129
Q4 2024 Added 288.4%
$13.9B
$1.46 Million 0.18% of portfolio
35,000
Q4 2024 New
$28.3B
$945,000 0.12% of portfolio
12,610
Q4 2024 Added 58.56%
$32.3B
$559,000 0.07% of portfolio
36,122
Q4 2024 Reduced 40.47%
$43.7B
$448,000 0.06% of portfolio
5,738
Q4 2024 Reduced 52.2%
$33.6B
$297,000 0.04% of portfolio
1,155
Q4 2024 Reduced 20.45%
$117B
$235,000 0.03% of portfolio
527
Q4 2024 Reduced 71.34%
$23.9B
$0 0.0% of portfolio
-
Q4 2024 Reduced 3.7%

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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