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LANSDOWNE PARTNERS (UK) LLP

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13F filer, CIK 1608485, London, United Kingdom

LANSDOWNE PARTNERS (UK) LLP reported $1,376,502,746 across 24 holdings for the quarter ended 2024-12-31, in a 13F-HR/A filed 2025-05-15. Its ten largest share positions make up 95.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0000919574-25-003183

Period
2024-12-31
Reported value
$1.38B
Holdings
24
Top 10 weight
95.95%
New
1
Sold out
2

Part of the filer group LANSDOWNE PARTNERS (UK) LLP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DALadded+1,387,201$83.9M
AMZNadded+142,765$31.3M
LINadded+61,486$25.7M
ADIadded+82,494$17.5M
RYAAYadded+66,181$2.88M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SWreduced-938,326-$50.5M
FCXreduced-1,306,409-$49.7M
TSMreduced-124,703-$24.6M
IONQreduced-313,605-$13.1M
LLYexited-14,647-$13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR/A 0000919574-25-003183, largest first. % of portfolio is the value over $1,376,502,746, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786,780 shares; 2024Q4: 1,662,077 shares 1,662,077$328M23.85%-124,703Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,092,557 shares; 2024Q4: 4,154,231 shares 4,154,231$224M16.25%-938,326Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058,246 shares; 2024Q4: 3,445,447 shares 3,445,447$208M15.14%+1,387,201Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038,577 shares; 2024Q4: 1,963,243 shares 1,963,243$182M13.2%-75,334Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,300 shares; 2024Q4: 419,786 shares 419,786$176M12.77%+61,486Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,966 shares; 2024Q4: 280,460 shares 280,460$59.6M4.33%+82,494Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,118 shares; 2024Q4: 1,001,513 shares 1,001,513$41.8M3.04%-313,605Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,775 shares; 2024Q4: 563,196 shares 563,196$40M2.91%-10,579Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 155,282 shares 155,282$34.1M2.47%+142,765Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,987 shares; 2024Q4: 82,454 shares 82,454$27.4M1.99%-7,533Timeline
SOHO HOUSE & CO INCSOHO HOUSE & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622,626 shares; 2024Q4: 2,573,790 shares 2,573,790$19.2M1.39%-48,836
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,872 shares; 2024Q4: 291,053 shares 291,053$12.7M0.92%+66,181Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585,371 shares; 2024Q4: 278,962 shares 278,962$10.6M0.77%-1,306,409Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 16,469 shares 16,469$3.09M0.22%+3,524Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,842 shares; 2024Q4: 10,402 shares 10,402$2.9M0.21%-440Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 6,129 shares 6,129$1.75M0.13%+4,551Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,000 shares 35,000$1.46M0.11%newTimeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 14,369 shares 14,369$1.08M0.08%+6,416Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 3,401 shares 3,401$879K0.06%-2,583Timeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,645 shares; 2024Q4: 33,645 shares 33,645$609K0.04%0Timeline
BARRICK GOLD CORPBARRICK GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,674 shares; 2024Q4: 36,122 shares 36,122$560K0.04%-24,552
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 5,738 shares 5,738$449K0.03%-6,267Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,155 shares 1,155$297K0.02%-297Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 527 shares 527$236K0.02%-1,312Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LLYELI LILLY & CO14,647$13Mshares
JDJD.COM INC25,222$1.01Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-25-001097 superseded2025-02-13acceptance time not in the bulk data set
13F-HR/A 0000919574-25-003183 baserestatement2025-05-15acceptance time not in the bulk data set