13F HOLDINGS REPORT (Amended)
LANSDOWNE PARTNERS (UK) LLP
Quarter ended Q1 2025 · Filed May 20, 2025 · Accession 0000919574-25-003304
Total Value
$1.36B
Positions
74
Other Managers
3
Confidential Omitted
No
Holdings (74)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LINDE PLC | LIN | 527,144 | $216.5M | 15.89% |
| 2 | RYANAIR HOLDINGS PLC | RYAOF | 780,957 | $104.1M | 7.64% |
| 3 | CRH PLC | CRH | 1,324,300 | $91.6M | 6.72% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 850,257 | $88.4M | 6.49% |
| 5 | RYANAIR HOLDINGS PLC | RYAOF | 560,126 | $74.7M | 5.48% |
| 6 | CRH PLC | CRH | 965,068 | $66.7M | 4.90% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 639,319 | $66.5M | 4.88% |
| 8 | ISHARES TR | 46434V738 | 1,294,045 | $42.7M | 3.13% |
| 9 | RYANAIR HOLDINGS PLC | RYAOF | 274,297 | $36.6M | 2.68% |
| 10 | CRH PLC | CRH | 472,599 | $32.7M | 2.40% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 313,078 | $32.6M | 2.39% |
| 12 | RYANAIR HOLDINGS PLC | RYAOF | 239,289 | $31.9M | 2.34% |
| 13 | ACUSHNET HLDGS CORP | GOLF | 459,321 | $29.0M | 2.13% |
| 14 | CRH PLC | CRH | 412,299 | $28.5M | 2.09% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 272,924 | $28.4M | 2.08% |
| 16 | AMAZON COM INC | AMZN | 169,847 | $25.8M | 1.89% |
| 17 | AMAZON COM INC | AMZN | 154,405 | $23.5M | 1.72% |
| 18 | FREEPORT-MCMORAN INC | FCX | 523,205 | $22.3M | 1.63% |
| 19 | FREEPORT-MCMORAN INC | FCX | 463,278 | $19.7M | 1.45% |
| 20 | ANALOG DEVICES INC | ADI | 92,191 | $18.3M | 1.34% |
| 21 | ANALOG DEVICES INC | ADI | 82,071 | $16.3M | 1.20% |
| 22 | EATON CORP PLC | ETN | 62,331 | $15.0M | 1.10% |
| 23 | ACUSHNET HLDGS CORP | GOLF | 237,616 | $15.0M | 1.10% |
| 24 | DELTA AIR LINES INC DEL | DAL | 372,000 | $15.0M | 1.10% |
| 25 | DELTA AIR LINES INC DEL | DAL | 339,330 | $13.7M | 1.00% |
| 26 | EATON CORP PLC | ETN | 54,741 | $13.2M | 0.97% |
| 27 | AMAZON COM INC | AMZN | 75,613 | $11.5M | 0.84% |
| 28 | ELI LILLY & CO | LLY | 17,443 | $10.2M | 0.75% |
| 29 | AMAZON COM INC | AMZN | 65,929 | $10.0M | 0.74% |
| 30 | FREEPORT-MCMORAN INC | FCX | 226,870 | $9.7M | 0.71% |
| 31 | ELI LILLY & CO | LLY | 15,860 | $9.2M | 0.68% |
| 32 | FREEPORT-MCMORAN INC | FCX | 197,885 | $8.4M | 0.62% |
| 33 | ANALOG DEVICES INC | ADI | 40,191 | $8.0M | 0.59% |
| 34 | ACUSHNET HLDGS CORP | GOLF | 116,362 | $7.4M | 0.54% |
| 35 | ANALOG DEVICES INC | ADI | 35,060 | $7.0M | 0.51% |
| 36 | MODERNA INC | MRNA | 69,000 | $6.9M | 0.50% |
| 37 | DELTA AIR LINES INC DEL | DAL | 166,172 | $6.7M | 0.49% |
| 38 | SOHO HOUSE & CO INC | 586001109 | 929,481 | $6.6M | 0.49% |
| 39 | EATON CORP PLC | ETN | 26,807 | $6.5M | 0.47% |
| 40 | ACUSHNET HLDGS CORP | GOLF | 101,492 | $6.4M | 0.47% |
| 41 | SOHO HOUSE & CO INC | 586001109 | 886,677 | $6.3M | 0.46% |
| 42 | DELTA AIR LINES INC DEL | DAL | 144,937 | $5.8M | 0.43% |
| 43 | EATON CORP PLC | ETN | 23,385 | $5.6M | 0.41% |
| 44 | BAIDU INC | BAIDF | 43,307 | $5.2M | 0.38% |
| 45 | ELI LILLY & CO | LLY | 7,767 | $4.5M | 0.33% |
| 46 | EHANG HLDGS LTD | EH | 242,161 | $4.1M | 0.30% |
| 47 | ELI LILLY & CO | LLY | 6,775 | $3.9M | 0.29% |
| 48 | IONQ INC | IONQ-WT | 305,597 | $3.8M | 0.28% |
| 49 | IONQ INC | IONQ-WT | 283,059 | $3.5M | 0.26% |
| 50 | MINISO GROUP HLDG LTD | MSOGF | 158,991 | $3.2M | 0.24% |
| 51 | SOHO HOUSE & CO INC | 586001109 | 428,834 | $3.1M | 0.22% |
| 52 | BARRICK GOLD CORP | 067901108 | 161,509 | $2.9M | 0.21% |
| 53 | LI AUTO INC | LAAOF | 77,194 | $2.9M | 0.21% |
| 54 | DADA NEXUS LTD | 23344D108 | 857,195 | $2.8M | 0.21% |
| 55 | BARRICK GOLD CORP | 067901108 | 152,646 | $2.8M | 0.20% |
| 56 | SOHO HOUSE & CO INC | 586001109 | 374,149 | $2.7M | 0.20% |
| 57 | MICROSOFT CORP | MSFT | 4,662 | $1.8M | 0.13% |
| 58 | IONQ INC | IONQ-WT | 140,210 | $1.7M | 0.13% |
| 59 | IONQ INC | IONQ-WT | 122,309 | $1.5M | 0.11% |
| 60 | BARRICK GOLD CORP | 067901108 | 74,752 | $1.4M | 0.10% |
| 61 | BARRICK GOLD CORP | 067901108 | 65,069 | $1.2M | 0.09% |
| 62 | HUYA INC | HUYA | 288,453 | $1.1M | 0.08% |
| 63 | IQIYI INC | IQ | 216,026 | $1.1M | 0.08% |
| 64 | ATRENEW INC | RERE | 515,046 | $988,888 | 0.07% |
| 65 | ZAI LAB LTD | ZLAB | 35,348 | $966,061 | 0.07% |
| 66 | EPAM SYS INC | EPAM | 2,919 | $867,935 | 0.06% |
| 67 | HESAI GROUP | HSIGF | 88,241 | $786,227 | 0.06% |
| 68 | LUFAX HOLDING LTD | LU | 254,265 | $780,594 | 0.06% |
| 69 | AGNICO EAGLE MINES LTD | AEM | 12,004 | $658,419 | 0.05% |
| 70 | SPOTIFY TECHNOLOGY S A | SPOT | 3,388 | $636,639 | 0.05% |
| 71 | VULCAN MATLS CO | 929160109 | 2,072 | $470,365 | 0.03% |
| 72 | ROBLOX CORP | RBLX | 10,141 | $463,647 | 0.03% |
| 73 | SYSCO CORP | SYY | 5,968 | $436,440 | 0.03% |
| 74 | YATSEN HLDG LTD | YSG | 12,605 | $9,222 | 0.00% |