LANSDOWNE PARTNERS LIMITED PARTNERSHIP current holdings: USA Stocks
LANSDOWNE PARTNERS LIMITED PARTNERSHIP reported $9.06 billion in share positions in stocks (listed in the US), 26 positions, in its Form 13F for the quarter ended 2014-03-31; the largest are CMCSA, JPM, DAL.
- CMCSA: Country of operation United States; Class CL A; Shares 26,795,326; Value $1,340,829,000.
- JPM: Country of operation United States; Class COM; Shares 21,358,137; Value $1,296,653,000.
- DAL: Country of operation United States; Class COM NEW; Shares 29,148,253; Value $1,009,987,000.
- WFC: Country of operation United States; Class COM; Shares 20,211,093; Value $1,005,300,000.
Form 13F-HR as filed (SEC CIK 1315309): quarter ended 2014-03-31, filed 2014-05-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2014-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 26,795,326 | $1,340,829,000 | 14.81% | 2014-03-31 | 2014-05-14 | -7.89% |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 21,358,137 | $1,296,653,000 | 14.32% | 2014-03-31 | 2014-05-14 | +451.77% |
|---|
DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 29,148,253 | $1,009,987,000 | 11.15% | 2014-03-31 | 2014-05-14 | +144.94% |
|---|
WFC
WELLS FARGO & CO NEW | United States | COM | 20,211,093 | $1,005,300,000 | 11.10% | 2014-03-31 | 2014-05-14 | +61.80% |
|---|
AMZN
AMAZON COM INC | United States | COM | 2,948,370 | $991,728,000 | 10.95% | 2014-03-31 | 2014-05-14 | +1366.53% |
|---|
NKE
NIKE INC | United States | CL B | 13,258,803 | $979,295,000 | 10.81% | 2014-03-31 | 2014-05-14 | -2.95% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 13,475,769 | $641,038,000 | 7.08% | 2014-03-31 | 2014-05-14 | -3.34% |
|---|
DIS
DISNEY WALT CO | United States | COM DISNEY | 7,888,950 | $631,667,000 | 6.98% | 2014-03-31 | 2014-05-14 | +31.65% |
|---|
NFLX
NETFLIX INC | United States | COM | 939,318 | $330,663,000 | 3.65% | 2014-03-31 | 2014-05-14 | +1297.61% |
|---|
ILMN
ILLUMINA INC | United States | COM | 1,199,718 | $178,350,000 | 1.97% | 2014-03-31 | 2014-05-14 | +88.09% |
|---|
V
VISA INC | United States | COM CL A | 493,133 | $106,448,000 | 1.18% | 2014-03-31 | 2014-05-14 | +577.93% |
|---|
TSLA
TESLA MTRS INC | United States | COM | 495,043 | $103,191,000 | 1.14% | 2014-03-31 | 2014-05-14 | +2439.03% |
|---|
BAC
BANK OF AMERICA CORPORATION | United States | COM | 5,245,096 | $90,216,000 | 1.00% | 2014-03-31 | 2014-05-14 | +219.53% |
|---|
BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 1,604,698 | $83,364,000 | 0.92% | 2014-03-31 | 2014-05-14 | +21.00% |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 1,572,528 | $49,016,000 | 0.54% | 2014-03-31 | 2014-05-14 | +518.42% |
|---|
MANU
MANCHESTER UTD PLC NEW | | ORD CL A | 2,731,445 | $47,091,000 | 0.52% | 2014-03-31 | 2014-05-14 | +20.71% |
|---|
CME
CME GROUP INC | United States | COM | 532,430 | $39,410,000 | 0.44% | 2014-03-31 | 2014-05-14 | +255.61% |
|---|
OSG
AMBAC FINL GROUP INC | United States | COM NEW | 959,315 | $29,768,000 | 0.33% | 2014-03-31 | 2014-05-14 | -86.79% |
|---|
BFH
ALLIANCE DATA SYSTEMS CORP | United States | COM | 97,022 | $26,434,000 | 0.29% | 2014-03-31 | 2014-05-14 | -53.98% |
|---|
CYTK
CYTOKINETICS INC | United States | COM NEW | 2,321,865 | $22,058,000 | 0.24% | 2014-03-31 | 2014-05-14 | — split 2014-04-25, ratio not on file |
|---|
ESNT
ESSENT GROUP LTD | | COM | 901,736 | $20,253,000 | 0.22% | 2014-03-31 | 2014-05-14 | — split 2020-03-18, ratio not on file |
|---|
KW
KENNEDY-WILSON HLDGS INC | United States | COM | 638,967 | $14,383,000 | 0.16% | 2014-03-31 | 2014-05-14 | |
|---|
MTG
MGIC INVT CORP WIS | United States | COM | 1,579,880 | $13,461,000 | 0.15% | 2014-03-31 | 2014-05-14 | +231.57% |
|---|
HAL
HALLIBURTON CO | United States | COM | 36,536 | $2,152,000 | 0.02% | 2014-03-31 | 2014-05-14 | -46.44% |
|---|
TRMB
TRIMBLE NAVIGATION LTD | United States | COM | 52,562 | $2,043,000 | 0.02% | 2014-03-31 | 2014-05-14 | +47.52% |
|---|
LYB
LYONDELLBASELL INDUSTRIES N | | SHS - A - | 11,895 | $1,058,000 | 0.01% | 2014-03-31 | 2014-05-14 | -34.59% |
|---|
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