Lansdowne Partners (Uk) LLP Top Holdings and 13F Report (2024) About Lansdowne Partners (Uk) LLPInvestment ActivityLansdowne Partners (Uk) LLP has $1.28 billion in total holdings as of September 30, 2024.Lansdowne Partners (Uk) LLP owns shares of 28 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 24.61% of the portfolio was purchased this quarter.About 25.86% of the portfolio was sold this quarter.This quarter, Lansdowne Partners (Uk) LLP has purchased 27 new stocks and bought additional shares in 10 stocks.Lansdowne Partners (Uk) LLP sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $310,308,270SMURFIT WESTROCK PLC $251,665,393CRH PLC $189,055,014LINDE PLC $169,212,817Delta Air Lines $104,536,845 Largest New Holdings this Quarter SMURFIT WESTROCK PLC $251,665,393 HoldingFLUTTER ENTMT PLC $1,419,884 HoldingJD.com $1,008,880 HoldingZHIHU INC $81,797 Holding Largest Purchases this Quarter SMURFIT WESTROCK PLC 5,092,557 shares (about $251.67M)Freeport-McMoRan 705,213 shares (about $35.20M)Analog Devices 102,441 shares (about $23.58M)FLUTTER ENTMT PLC 5,984 shares (about $1.42M)JD.com 25,222 shares (about $1.01M) Largest Sales this Quarter CRH PLC 969,240 shares (about $89.89M)Amazon.com 426,629 shares (about $79.49M)Taiwan Semiconductor Manufacturing 395,425 shares (about $68.67M)Delta Air Lines 839,081 shares (about $42.62M)LINDE PLC 44,248 shares (about $21.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLansdowne Partners (Uk) LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$310,308,270$68,673,059 ▼-18.1%1,786,78024.3%Computer and TechnologySMURFIT WESTROCK PLC$251,665,393$251,665,393 ▲New Holding5,092,55719.7%SHSCRH PLC$189,055,014$89,886,073 ▼-32.2%2,038,57714.8%ORDLINDE PLC$169,212,817$21,100,101 ▼-11.1%354,84813.2%SHSDALDelta Air Lines$104,536,845$42,616,325 ▼-29.0%2,058,2468.2%TransportationFCXFreeport-McMoRan$79,140,893$35,203,865 ▲80.1%1,585,3716.2%Basic MaterialsADIAnalog Devices$45,565,648$23,578,749 ▲107.2%197,9663.6%Computer and TechnologyGOLFAcushnet$36,578,158$4,548,754 ▼-11.1%573,7752.9%Consumer DiscretionaryETNEaton$29,823,768$40,102 ▲0.1%89,9872.3%Industrial ProductsSHCOSoho House & Co Inc.$13,361,7920.0%2,619,9591.0%Computer and TechnologyLLYEli Lilly and Company$12,975,513$753,886 ▼-5.5%14,6471.0%MedicalIONQIonQ$11,491,316$140,759 ▼-1.2%1,314,9470.9%Computer and TechnologyRYAAYRyanair$10,159,717$18,175,010 ▼-64.1%224,8720.8%TransportationTXNTexas Instruments$2,674,049$277,837 ▲11.6%12,9450.2%Computer and TechnologyAMZNAmazon.com$2,332,292$79,493,761 ▼-97.1%12,5170.2%Retail/WholesaleMARMarriott International$2,092,466$515,596 ▲32.7%8,4170.2%Consumer DiscretionaryFLUTTER ENTMT PLC$1,419,884$1,419,884 ▲New Holding5,9840.1%SHSGOLDBarrick Gold$1,206,806$440,325 ▲57.4%60,6740.1%Basic MaterialsJDJD.com$1,008,880$1,008,880 ▲New Holding25,2220.1%Retail/WholesaleAEMAgnico Eagle Mines$967,123$26,665 ▼-2.7%12,0050.1%Basic MaterialsBILIBilibili$786,620$117,672 ▲17.6%33,6450.1%Computer and TechnologySPOTSpotify Technology$677,727$252,075 ▼-27.1%1,8390.1%Business ServicesFTVFortive$627,730$162,675 ▲35.0%7,9530.0%Computer and TechnologyROKRockwell Automation$423,630$75,974 ▲21.9%1,5780.0%Computer and TechnologyVMCVulcan Materials$363,624$74,628 ▲25.8%1,4520.0%ConstructionZHIHU INC$81,797$81,797 ▲New Holding21,2460.0%SPONSORED ADSHUYAHUYA$51,4230.0%10,0830.0%Computer and TechnologyREREATRenew$34,3270.0%12,3480.0%Business ServicesMRNAModerna$0$2,434,375 ▼-100.0%00.0%MedicalMSFTMicrosoft$0$2,048,819 ▼-100.0%00.0%Computer and TechnologyIQiQIYI$0$563,279 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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